• What is financial planning?
  • Let’s look at the big picture

Financial planning is the process of providing advice and assistance to clients for the purpose of determining whether and how clients can meet their financial needs and life goals through the proper management of financial resources.

A client may be an individual, a family unit or a legal entity.

At TFS we aim to offer our clients a full, comprehensive financial plan, dependent on the accurate information provided to us by our clients. We need to know all the pieces to see the big picture and help create a better one for your future.

A comprehensive financial plan will include the basic areas of:

  • Financial position analysis
  • Investment planning (portfolio design, superannuation, borrowings, taxation and legal structures)
  • Risk management and personal insurances
  • Retirement planning and estate planning

In addition, education funding, charitable planning and business succession planning may also be covered as required.

puzzleAt TFS we’re here to help you build a more robust and brighter financial future. Can’t quite picture it yet or how best to achieve it? That’s where we come in.

We often describe financial planning as being similar to a jigsaw puzzle – many smaller pieces need to first be identified and pieced together to reveal the “big picture”.

Working closely with you, we zoom in on all the areas that make up your current financial picture, including your values and objectives. With all the pieces on the table, we can then create and manage a financial plan that better ‘fits’ your future needs and makes most sense for you.

Successful wealth management is also about regularly reviewing many aspects of your financial life on an ongoing basis to ensure the plan continues to align with your goals.

Our promise to you

TFS offers you a team of financial planning professionals with expertise and experience you can trust.

We are committed to really understanding your objectives and providing you with personalised advice that is carefully tailored to suit your specific circumstances, age, income, asset position, goals and needs.

At TFS 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 their fields.

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