About TJS Financial Planning

Our mission is to provide education and understanding, so you’re supported in making big financial decisions.

TJS Financial Planning Frankston and Bayside was established in 2018 because clients at our accounting firm TJS Accounting, wanted personal financial planning services from people they could trust. We’re proud of our focus on people and relationships, and are pleased to be able to impact lives for the better through sound financial advice.

Our team of experienced and qualified financial experts are skilled communicators who focus on clarifying and explaining complex terms and concepts. Our mission is to provide helpful education and build your understanding, so you’re supported in making big financial decisions.

We’re here for you on your journey, whatever it looks like.

Tailored advice

Your situation is unique, so we avoid a one-size-fits-all mentality. We’ll take the time to properly understand your needs and goals. By clarifying your objectives, we can provide unique advice tailored to your circumstances.

Personal approach

Before we dive into the numbers and strategy, we like to get to know you as a person. Our business is relationship focused, and we work hard to involve you and educate you so you can get the most out of our services.

Clear communication

Financial planning can feel foreign and uncomfortable to many people. Our team is great at breaking down complex terminology into everyday language, so you can feel in control and confident about your financial strategy.

What we do

We enjoy helping both businesses and individuals. Our team is effective at maximising work related tax deductions and are experts on complex scenarios involving things like investment properties and foreign income. We love the challenge of bringing you as much value as possible!
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We pride ourselves on being available and accessible, so give us a call today and let’s discuss how we can help you.

Where we work

Located in Bayside, bookkeeping, accounting, tax services and business advisory are our core offering. Our physical offices provide personal and business accounting in Frankston and Carrum Downs, but we use technology to service clients from anywhere and everywhere.

Due to the trust we’ve built with our clients over many years, we established TJS Financial Planning in 2018 to benefit people further.
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Meet our team

Warren Russell

Financial Planner

Warren is skilled at educating clients and giving them peace of mind to help make informed financial decisions.

Allison Lucas

Paraplanner

Allison is a highly experienced and dedicated finance professional, with over 35 years’ experience working in the banking and financial planning industry.

TJS Financial Planning is very approachable and easy to understand, and we feel confident that their advice is well informed.

Marg and Graeme

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TJS Financial Planning has helped us to understand Superannuation in a comfortable, non judgemental way. We would not hesitate to recommend Warren and TJS Financial Planning.

Kim and Steven

Warren’s consultation process was detailed and personable and we felt he was working directly for our particular circumstances.

Toni and Peter

I have never been very good with figures but Warren explained the process so easily, that I could understand and set a goal towards retirement.

Mary

Meeting up with Warren has been so reassuring. He has been able to guide us with options for many of our financial needs including superannuation and insurances.

Steve and Sue

Warren was well researched, genuine, prompt and professional. Listening to our needs, he put in place the best policies for us moving forward. Can’t recommend him highly enough!

Kate and Ross

Warren’s advice opened my eyes to a few things that I was unaware of, and since our meetings I feel more confident about my financial situation.

Jane

I now have more confidence in my financial future and a better understanding of my financial position. In short… I now have financial peace of mind.

Rob

Start with a complimentary meeting with our Financial Planners today.

Let us help you feel confident in your financial future. We're ready when you are!

Book Appointment03 9770 2255

We'll support you in making life's big decisions.