The Process

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

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

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:
  • 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.

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 strategies that work. Whatever the goal, we help make it happen.

Find out what our clients think

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.

Why Choose Us?

  • Award winning business – recognised locally and nationally for our advice
  • Experience – over 20 years in the financial markets industry
  • Flexible investment solutions – based on and tailored to your needs
  • The Principals are accredited as CFP's and/or Self Managed Super Fund specialists
  • Technical expertise
  • Transparent fee for service structure – only pay for the services you require

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.


Google Reviews

“I have been with Tailor-Made Financial Services for over 15 years. The level of service has always been exceptional. The team is friendly, welcoming and have an expansive knowledge in all aspects of financial advice including super funds, self managed portfolios & mortgages . I highly recommend Tailor Made Financial Services for all your financial advice. A truely dedicated team, striving to give all their customers a safe & rewarding financial future.”  Tim..

Meet Our Team

Our Commitment to give back to the community

At Tailor-Made Financial Services our philosophy and long term aim has always been to give back both to the local and wider community, something we’re strongly committed to. Through World Vision we offer sponsorship as well as annual sponsorship of local events and charity fundraisers. We also encourage individuals from within the business to become actively involved in charity events and clubs such as The Sir David Martin Foundation, Relay for Life and Apex.