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Welcome to the website for TFS - The Financial Planning Professionals.
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.
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.
In the following pages you can learn about our Team, or our approach to Financial Planning.
The site also contains various Publications of interest, some financial (e.g. our Monthly Economic Update), some thought provoking.
We also provide links for existing clients who wish to periodically check on the progress of their Investments directly with Fund Managers.
Finally, we provide some light Entertainment for relaxation at the end of the day.
Thank you for taking the time to visit our site... |
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In preparing any advice in this site, TFS Group Pty Ltd (ABN 28 001 340 781) t/as TFS-The Financial Planning Specialists, has not taken into account any particular persons objectives, financial situation or needs. Investors should, before acting on this information, consider the appropriateness of this information having regard to their personal objectives, financial situation and needs. We recommend investors obtain financial advice specific to their situation before making any financial investment or insurance decision.
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TFS Group Pty Ltd (ABN 28 001 340 781) t/as TFS-The Financial Planning Specialists, 26 Sowerby Street, Muswellbrook NSW 2333 is an Authorised Representative of GWM Adviser Services Limited (ABN 96 002 071 749) an Australian Financial Services Licensee. A member of the National group of companies.
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Copyright © 2004-2008, TFS Group Pty Limited.
