Business Details
38 Years
experience
Trusted Financial Advisers in Docklands, Melbourne
Established in 1988, Winston Turner has built a reputation for delivering tailored financial solutions to help clients achieve their wealth goals. Based in Docklands, Melbourne, our team specialises in creating customised strategies for wealth creation, retirement planning, risk insurance, and self-managed superannuation funds. With over three decades of experience, we combine technical expertise with a client-first approach to provide comprehensive financial guidance. Our advisers hold industry-recognised qualifications, including CERTIFIED FINANCIAL PLANNER status, ensuring clients receive expert advice aligned with their unique circumstances.We prioritise long-term relationships, offering ongoing reviews to adapt strategies as life evolves. From first-time homebuyers to retirees, we empower clients to make informed decisions about their financial future. Our services extend to tax, legal, and investment planning, making us a one-stop partner for holistic wealth management. Committed to transparency, we operate on a fee-for-service model with no hidden costs. Our six-step planning process ensures clarity, from initial consultation to implementation and regular reviews. For over 35 years, we have remained dedicated to helping Australians secure their financial independence.
Services
Wealth Creation
Retirement Planning
Risk Insurance
Self-Managed Super Funds
Tax and Legal Planning
Details
- Year established: 1988
Highlights and features
- We have over 35 years of combined experience in financial planning.
- Our team includes CERTIFIED FINANCIAL PLANNER professionals.
- We offer comprehensive services spanning wealth, insurance, and superannuation.
- Our six-step planning process ensures transparent, client-focused outcomes.
- We prioritise ongoing reviews to adapt strategies to changing needs.
Associations and certifications
- CERTIFIED FINANCIAL PLANNER
- Financial Planning Association of Australia (FPA)
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
Services
Wealth Creation
Wealth creation focuses on building financial security through strategic investments. We help clients grow assets via shares, property, or managed funds, tailored to their risk tolerance and goals. Our advisers develop short, medium, and long-term strategies to maximise returns while aligning with individual circumstances and life stages.
Retirement Planning
Retirement planning ensures financial readiness for life after work. We create strategies to maximise superannuation savings, navigate tax-effective structures, and adapt to legislative changes. Our approach balances current lifestyle needs with long-term security, helping clients achieve their desired retirement outcomes through personalised super and investment strategies.
Risk Insurance
Risk insurance safeguards against financial loss from unforeseen events. We offer income protection, life insurance, TPD, and trauma cover tailored to individual needs. Our solutions protect families and businesses from financial strain due to illness, injury, or death, ensuring clients maintain their lifestyle and meet obligations during challenging times.
Self-Managed Super Funds
Self-managed super funds (SMSFs) provide control over retirement investments. We assist with SMSF establishment, compliance, and strategy, including property and share investments. Our services cover asset administration, investment strategy, and estate planning, ensuring SMSFs operate efficiently while meeting regulatory requirements and client wealth goals.
People
Christopher Turner
Principal Financial Adviser
Founder of Winston Turner since 1988, Christopher holds a Diploma of Financial Planning and CERTIFIED FINANCIAL PLANNER status. He specialises in holistic wealth strategies, prioritising client relationships and long-term financial security through tailored advice.
Peter Scarpino
Senior Paraplanner
With 35+ years in financial services, Peter holds a Bachelor of Business and Diploma of Financial Planning. He focuses on technical strategies for superannuation, investments, and risk management, combining expertise with client-centric solutions.
Donna Turner
Practice Manager
Donna oversees office operations and client administration, leveraging her management and marketing background. She ensures seamless service delivery, supporting the team's commitment to client wealth growth and satisfaction.
Questions
What services does Winston Turner offer?
We provide wealth creation, retirement planning, risk insurance, SMSF management, and tax/legal planning services tailored to individual financial goals.
How does your financial planning process work?
Our six-step process includes a free consultation, information gathering, strategy discussion, plan preparation, implementation, and ongoing reviews to adapt to changing needs.
Are your fees transparent?
Yes, we operate on a fee-for-service model with agreed-upon costs upfront, ensuring no hidden fees or unexpected charges.
Do you cater to first-time investors?
Absolutely. We assist clients at all wealth stages, including first-time investors, with strategies suited to their financial capacity and goals.
What qualifications do your advisers hold?
Our team includes CERTIFIED FINANCIAL PLANNERS and members of the Financial Planning Association of Australia, ensuring expert, accredited advice.
