We listen, we care, we 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- access to the research and infrastructure of AMP
  • 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.


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.