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Enjoy today by planning for tomorrow - what’s your plan?


Planning for your future involves strategic decisions to be made. It’s not just about what you’ll do with your investments, but it’s the how – how you’ll achieve your goals, the long term strategy.

At Tailor-Made Financial Services we provide professional advice as it’s intended to be, tailor-made to meet your needs. Being able to provide flexible investment solutions & a network of professionals, we can provide advice over the long term to help you achieve the lifestyle you want.

RETIREMENT PLANNING

We help our clients plan for retirement, whether it’s now or years away.

Everyone is different and we can work with you to explain the retirement lifestyle that you can enjoy and provide realistic expectations about how long your funds will last.

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SELF MANAGED SUPERANNUATION FUND

A SMSF gives you much greater flexibility over your investments which could include direct shares, property, cash, term deposits, government bonds etc.

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SUPERANNUATION

Superannuation still remains the most tax effective savings plan available. There are various strategies available including accessing the government co-contribution scheme, salary sacrifices, making contributions for your spouse and superannuation splitting.

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AGED CARE

Leaving the family home and transferring into aged care is a major life change for individuals, partners and families.

For many people this is a time of financial confusion, coming to terms with a number of new and uncertain demands and commitments.

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WEALTH ACCUMULATION

Choosing the smart way to build wealth accumulation.

We understand your time is valuable and we can build and implement a professional plan tailored to your goals and your cashflow requirements. Our service includes ongoing advice to ensure you remain on track.

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INSURANCE

Why do I need insurance cover?

You’re working hard to get ahead. Unfortunately, unforeseen events do happen and you need to think through the implications on your family’s lifestyle in a realistic and rational manner.

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MORTGAGE

Whether it’s buying an investment property or a new home, you may need help working out how best to finance your new house and keep up your lifestyle. With our in-house mortgage and debt advice specialist, we can add value to your financial position by showing you how to structure your debt correctly, helping you pay off your home loan quicker and build your wealth.

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DEBT AND CASHFLOW MANAGEMENT

Whether it’s in business or in your personal life, sometimes juggling your cashflow can be a bit of a handful. You may have a lot of investments, or maybe your debt has been accumulated through achieving your goals (like buying a home).

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“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