White Wash – Autumn Issue #28
We have the full details below or you can follow this link to read more: Tailor-Made Article page 41 White Wash – Autumn Issue #28
Moving from the city in 2003, having worked in Sydney and Hong Kong financial markets, Ben Hatcher and Roger Nee craved a move to rural NSW.
Roger’s father grew up in Milton, where his grandfather was the postmaster; thus, moving here felt like coming home.
Ben’s expertise in finance and a strong desire to make a meaningful difference to clients led to the creation of Tailor-Made Financial Services (TMFS). Growing a sustainable business that hired locally was also a goal. One such employee hired straight from Wollongong Uni 18 years ago was John Broughton, now a dedicated owner of the business. Together with seven loyal and caring support staff, the stable team is a critical asset.
There have been many changes in 20 years (technology and not to mention traffic lights in Milton!). Still, Ben explained, “Our key focus has not changed, and that is providing tailored financial advice to ensure clients have an enjoyable and financially stress-free retirement.” As a result, TMFS has now grown to service over 400 clients across offices in Milton, Canberra and Wollongong. Team Members are encouraged to get involved in the local community, such as joining the local Surf Life Saving Club. This year, the business is focused on contributing to and becoming a major sponsor for StoryFest (an amazing local festival held in June).
Becoming self-licensed in 2021 was a significant step as it allows independent financial advice to be provided (TMFS does not receive any commissions for advice and is 100% privately owned). Clients are understandably nervous in this complex and ever-changing world. TMFS can help by educating them to have the financial confidence to spend on things they’ve only dreamed of—a holiday, parachute jump, or a Winnebago!
A recent email from a client reflects this: “Thank you for helping me achieve my independence by spending sensibly.” Tailor-Made is keen to help people who have moved to the South Coast realise they do not need their Sydney Adviser and can receive the highest quality financial advice but with the advantage of being delivered locally.
Visit tmfs.com.au to find out how they can help you ‘Enjoy today by planning for tomorrow’.