If you have questions and wish to speak to one of our Advisers, we will arrange a complimentary phone call for you - just call us on 02 4455 7800.
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 in the fees section of our Financial Services Guide.
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.
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.
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.
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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 TestimonialsThese 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.
“Communication with Tailor-Made Financial Services has always been easy and efficient. They are proactive in communicating with me about any market changes which they forsee would be of interest to me. They respond quickly to any requests that I make and give good advice about new market products. Highly recommended! .” - Rosemary
“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
“Due to the professionalism and expertise of the people at Tailor-Made Financial Services, preparing for our retirement over five years ago was an easy journey – they minimised our concerns and kept us well informed” - Bob and Jan
