Tailor Made Financial Services

Financial Services · 2 Employees
Phone Number: 61244557800
Email Address: info@tmfs.com.au
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About
Based in Milton, we also have offices (by appointment) in Wollongong, Sydney, Canberra, Bowral and Batemans Bay. Our approachable advisers take a personal interest in our clients’ financial and personal goals. We talk in plain language and explain what you get for what you pay. Our fee structure is open and upfront with no hidden fees or commissions. Tailor-Made Financial Services is independent, impartial and unbiased because we: a) Do not receive commissions for the advice we provide or in the event we do, we rebate the commissions in full to our clients; and b) Are 100% privately owned and no product issuer or provider has any stake in the ownership of the organisation. Expert advice Creating wealth gives us opportunities. To get good results, you need good advice, whether you are accumulating or protecting wealth or planning your retirement. Our professional advisers are all qualified financial planners with a wealth of experience. We have two principals, Ben Hatcher who is an award-winning certified financial planner (CFP) and has worked in financial markets for over 25 years and John Broughton, degree qualified and also a CFP. Ben is also a Self Managed Super Fund (SMSF) specialist - accredited with the SMSF Professionals' Association of Australia (SPAA). We develop long-term relationships and can help you to reach your personal and financial objectives. Tailor-Made Financial Planning Pty Ltd ABN 33 088 879 270 trading as Tailor-Made Financial Services is a Corporate Authorised Representative (AR No.247818) of CUBE Financial Services Pty Ltd ABN 67 135 428 885, AFS Licence No.533816 For our latest Financial Services Guide please visit our Website, www.tmfs.com.au
Year Founded
2002
Social Media
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Industry
Financial Services
HQ Location
10/65 Princes Highway MILTON, NSW 2538, AU
Keywords
Supporters of local community organisationsNetwork of professionalsAward winning businessSelf Managed Super FundsTechnical expertiseTransparent fee for service structureFinancial PlanningAged Care
Location
7
  • 10/65 Princes Highway MILTON, NSW 2538, AU
  • 50 Bridge St Quay Quarter Sydney, New South Wales, AU
  • 12-18 Orient St Suite 27, Fenning Arcade Batemans Bay, New South Wales 2536, AU
  • 4 Morgan Street BOWRAL, New South Wales 2576, AU
  • 5/25 Victoria St Wollongong, New South Wales 2500, AU
  • 4a Walker St Bowral, New South Wales 2576, AU
  • 3/104 Crown St Wollongong, New South Wales 2500, AU

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