Winston Turner Financial Planning

Our Story

Winston Turner Financial Planning has been a trusted name in the financial services industry for over three decades. Established in 1988, our Melbourne-based practice has built a reputation for providing premium financial planning and insurance services to individuals, families, and businesses. Our team of experienced and qualified professionals is dedicated to helping our clients achieve their financial goals and protect their assets and lifestyle.

Our Mission

At Winston Turner, we believe that everyone deserves to live their best life, financially and personally. Our mission is to provide personalized financial planning and insurance solutions that cater to the unique needs and objectives of each client. We take the time to understand our clients' circumstances, goals, and aspirations, and develop customized strategies to help them achieve financial security, freedom, and peace of mind.

Our Services

Our comprehensive range of services includes wealth creation, retirement planning, risk insurance, and self-managed superannuation funds. We offer expert advice and guidance on investment strategies, tax planning, and estate planning, as well as access to a network of specialist professionals, including accountants, lawyers, and mortgage brokers. Our goal is to provide a one-stop-shop for all our clients' financial, insurance, tax, and legal needs.

Our Team

Our team of experienced and qualified professionals is led by Christopher Turner, a CERTIFIED FINANCIAL PLANNER professional with over 30 years of experience in the industry. Our team members hold various qualifications and certifications, including the Diploma of Financial Planning, Certified Financial Planner (CFP), and Associate of the Financial Planning Association of Australia (FPA). We are committed to ongoing professional development, ensuring that our clients receive the most up-to-date and effective financial planning and insurance solutions.

Our Values

At Winston Turner, we value integrity, professionalism, and personalized service. We believe in building long-term relationships with our clients, based on trust, confidentiality, and open communication. We are dedicated to providing exceptional service, expert advice, and tailored solutions that meet our clients' unique needs and objectives.