“Your trusted partner on the journey to financial security”
Established in 2006, Tilea Wealth Pty Ltd is a financial planning firm specialising in the provision of professional strategic advice to help you grow, manage and protect your wealth to ultimately achieve your long term financial goals and lifestyle objectives. We specialise in assisting those clients who are small business owners and medical professionals (including allied health).
We will take the time to understand your individual situation, needs and objectives and then, working alongside you, we will develop a financial plan which will help you achieve those aspirations. Importantly, your financial plan will not be pre-packaged. Every client’s situation is unique and your financial plan will be tailored to ensure you make the best use of your financial resources now and in the future. We are privately owned and have the freedom to choose products to support financial planning strategies from a broad range of product providers.
Discover how we can add value to your situation by reviewing our client brochure and client testimonials.
We will take the time to understand your individual situation, needs and objectives and then, working alongside you, we will develop a financial plan which will help you achieve those aspirations. Importantly, your financial plan will not be pre-packaged. Every client’s situation is unique and your financial plan will be tailored to ensure you make the best use of your financial resources now and in the future. We are privately owned and have the freedom to choose products to support financial planning strategies from a broad range of product providers.
Discover how we can add value to your situation by reviewing our client brochure and client testimonials.
2021 - State (Qld) Finalist - Association of Financial Advisers (AFA) 'Great Advice' Award
2016 Nominee - High Achiever Adviser of the Year - Consultum Financial Advisers Pty Ltd (AFSL)
2015 National Finalist & State Winner (Qld) - Association of of Financial Advisers (AFA) 'Excellence in Education' Award
2014 Shortlisted Nominee - Association of Financial Advisers (AFA) 'Adviser of the Year' Award
2013 Nominee - Money Management Magazine's 2013 'Practice of the Year' Award
2011, 2012 & 2013 'Quality Adviser of the Year' award - My Adviser Pty Ltd (AFSL)
2016 Nominee - High Achiever Adviser of the Year - Consultum Financial Advisers Pty Ltd (AFSL)
2015 National Finalist & State Winner (Qld) - Association of of Financial Advisers (AFA) 'Excellence in Education' Award
2014 Shortlisted Nominee - Association of Financial Advisers (AFA) 'Adviser of the Year' Award
2013 Nominee - Money Management Magazine's 2013 'Practice of the Year' Award
2011, 2012 & 2013 'Quality Adviser of the Year' award - My Adviser Pty Ltd (AFSL)