"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! ."
Susan explains how 12 years of ongoing advice from Tailor-Made Financial Services has helped her to achieve her financial goals. From Aged Care advice to retirement planning strategies over the longer term, Susan describes how specialist professional advice has given her the peace of mind she was looking for. 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.
"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."
"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"
"I would like you and your staff to know how satisfied and appreciative Ruth and I are of your efforts in guiding us through the financial maze over the last 8 years. Your advice in preparing us for retirement has made the financial side of this next step in our lives a lot easier and smoother than I thought possible. You also need to be aware how grateful we both are for the pleasant and helpful attitude of your staff. Many thanks."
"We have chosen to partner with Tailor-Made to help us build and protect our wealth because of their outstanding reputation in the community, and how we’re not judged – no matter what our financial situation is. We’re both big fans of Tailor-Made and of their experience, knowledge and relationship that we have with them. We’re looking forward to a lifelong relationship with Tailor-Made knowing that they genuinely care and will look after our financial well being. We would recommend Tailor-Made to anyone who wants to have a trusted adviser who genuinely cares about their clients’ best interests."