Welcome Who are we? TFS Group is a Financial Planning practice located in Muswellbrook in the Upper Hunter region of NSW. The business is owned and operated by Adam & Virginia Greentree. Our business currently employs 8 team members. What do we do? We describe Financial Planning as being similar to a jigsaw puzzle - many pieces need to work together so that the "big picture" can be revealed. TFS aims to be your Trusted Adviser. After all, if you are going to disclose your entire financial picture, including your values and goals, and delegate the creation and management of a tailored financial plan, you want to work with someone you can trust. |
We are therefore committed to understanding your objectives and providing you with personalised advice, according to your age, income, asset position, and most importantly - your goals. We keep abreast of the constant changes in the financial services industry and have access to a wide range of professional partners who are highly qualified experts in the areas of investment management, accounting, debt management, personal risk management, and estate planning. Wealth Management therefore involves the constant review of many aspects of your financial life to ensure you achieve your stated objectives. |
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