Services
Read more about which services delivered by the TJS Financial Planning team might suit you best.
Allow us to help you feel financially secure as you head into one of the most exciting and rewarding times of life. Our future planning and retirement services can help you get clear on your financial priorities and goals, with practical advice on what you can do now to get there.
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We can advise on things like reducing debt, preparing for retirement, estate planning and exploring pension entitlements.
We can also review retirement income streams and provide aged care advice, so you know what to expect and how to plan ahead.
Our Bayside Financial Planners will provide suggestions that aim to meet your long term goals, while maintaining your current lifestyle.
The world of investing can be daunting to enter into, particularly if you haven’t done it before. We’re here to explain it all to you and ensure you feel safe and well informed about your options.
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Whether you’re looking to make the most of your financial assets, or invest for a specific goal, our team can guide and advise you on your journey.
We enjoy setting people up for a financially secure future, we’ll help you gain confidence about where you’re headed.
We’ll help you understand your risks and opportunities, all while integrating your investment strategy into your wider financial plan.
Effective superannuation management is a part of any sound financial strategy. Our team can help you get on top of your super, ensuring it’s working to benefit you in the long term.
Our practical and educational approach to superannuation will leave you feeling in control and reassured.
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Consolidate and simplify your superannuation accounts and start understanding exactly how much super you have.
We can perform regular reviews on your superannuation and make recommendations on best steps forward.
We're equipped to manage the ins and outs of Self Managed Super Funds, so leave the details to us.
While it’s never pleasant to think about what could go wrong, insurance is there to ensure your family is supported if it does.
Our team can recommend insurance options that suit your financial circumstances while offering peace of mind.
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With life insurance, trauma insurance and income protection insurance, you can rest assured that if something happens, your family will be taken care of.
With empathy and understanding, we’ll work with you to ensure your financial plan is backed up by suitable insurance so you can live life to its fullest.
While we hope you don’t ever to have to use your insurance policy, it's there to give you peace of mind.
Let us help you feel confident in your financial future. We're ready when you are!
