Turtle Securities is a Dubbo-based financial planning practice that specializes in Retirement Planning, Superannuation, Self-managed super, and Aged Care. With a focus on helping clients make the best financial decisions, Turtle Securities offers personalized services tailored to individual needs and goals. Led by Christopher Turtle, a Certified Financial Planner® professional with over twenty years of experience, the firm provides expert advice on retirement planning, investment opportunities, estate planning, Social Security benefits, pension plans, and Aged Care.
Christopher Turtle’s expertise extends to assisting individuals, couples, and small business owners in planning for their financial future. By offering guidance on choosing suitable retirement plans, estate planning issues, and investment strategies, Turtle Securities aims to ensure financial security and peace of mind for clients approaching retirement. The firm’s services also cater to the unique challenges faced by couples seeking to synchronize their superannuation plans and small business owners balancing immediate financial demands with long-term retirement planning.
Recognizing the importance of Aged Care planning and estate planning, Turtle Securities emphasizes the need for comprehensive financial strategies to protect assets, minimize taxation, and leave a lasting legacy for loved ones. Through a client-focused approach and a commitment to ethical standards, Turtle Securities strives to empower individuals, couples, and small business owners in Central West and Western NSW to take control of their financial future and achieve long-term financial freedom.