Enjoy today by planning for tomorrow.

Independent financial advice in 3 simple steps:

Complimentary phone call
1

Complimentary phone call

If you have questions and wish to speak to one of our Advisers before booking a meeting, we can arrange a complimentary phone call – just call us on 02 4455 7800.

Initial meeting
2

Initial meeting

During our initial “discovery” meeting we’ll listen to your concerns, discuss lifestyle goals and assess your needs. We’ll explain the process in plain English & confirm if we think a detailed Financial Plan is the best way forward. The cost of an Initial meeting is $550 (inc GST).

Financial plan
3

Financial plan

Once we’ve established you’ll benefit from formal Financial Advice and you have agreed to proceed, we’ll conduct an in depth analysis of your finances to identify strengths and weaknesses that need to be considered. We’ll use the latest independent research, take into account your comfort level and produce a personalised Financial Plan that will help you achieve your financial goals.

Disclosure of independence

Tailor-Made Financial Services is independent, impartial and unbiased because we:

We listen, we care,
we help make it happen.

Formed in 2002, Tailor-Made Financial Services was created with a vision, to help clients Enjoy today by Planning for tomorrow! As such, our client service offering focuses on providing Tailor-Made solutions built on and continuously adjusted to meet your lifestyle goals.

We listen to what you want, to understand how you wish to live your life, and in turn provide trusted and ongoing service that helps you achieve your lifestyle goals. At Tailor-Made Financial Services we care about the outcome.

With such a simple yet strong commitment to listening and caring about the needs of our clients, we’re able to put together realistic financial goals with financial planning strategies that work. Whatever the goal, we help make it happen.

Why Choose Us?

Tailored advice

With nationally recognised award winning advice, we’ll help you secure the financial freedom you are looking for by providing ongoing expert advice. Our philosophy is to communicate clearly in plain English and to develop long term relationships with solutions to help make it happen, whatever it is! Since the outset, we’ve built trust with clients as a business that proudly provides a clear and transparent Fee for Service model.

View Our Services

Meet the Team

  • Ben Hatcher

    Ben Hatcher

    Financial Adviser - Principal

  • John Broughton

    John Broughton

    Financial Adviser - Principal

  • Ed Macartney

    Ed Macartney

    Financial Adviser

  • Peter Manevski

    Peter Manevski

    Financial Adviser

  • Dona Hayman

    Dona Hayman

    Client Services Manager

  • Julie Dadd

    Julie Dadd

    Office Manager

  • Carolyn Tomlinson

    Carolyn Tomlinson

    Practice Manager

  • Madeleine Fleming

    Madeleine Fleming

    Client Services Specialist

  • Kirsty Rae

    Kirsty Rae

    Client Services Specialist

  • Clemn Catubag

    Clemn Catubag

    Client Services

  • Emily Jenkins

    Emily Jenkins

    Mortgage Broker & Director | Tailor-Made Mortgages

Find out what our clients think.

View our recent client testimonial from Dale and Ben in the video here. Or click below to browse more of our client testimonials.

View All Testimonials

These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.

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