"Tim Hall has been providing my family financial advice since 2006. He has an unsurpassed ability to simplify complex financial problems and clarify options. Tim has partnered my wife and I through the global financial crisis. He is, without question, an important financial asset of ours. I recommend him unreservedly."
Peter Reid
Peter Reid
Financial Advice
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As a client of Tilea Wealth, you can be assured of financial strategies which are tailored to your personal situation. Every individual has unique financial and lifestyle goals and our advice is provided accordingly. As your trusted advisers we are committed to working with you over the long term on your journey to financial security. We are passionate about helping people achieve financial success and establishing long term relationships with our clients. As a client of Tilea Wealth, your financial well being will be at the core of everything we do. Other than our web presence, our services are not advertised and most new clients come to us by referral.
To help you achieve your goals and objectives, we employ a disciplined 7 step financial advice process: Step 1 Assess your current financial position including your assets, liabilities, savings capacity, personal risk (insurance) requirements and retirement income requirements etc. Step 2 We help you define your short, medium and long term financial and lifestyle goals and identify any financial problems or special considerations you may have. Step 3 The next step involves developing wealth, retirement, taxation, Centrelink, estate planning and risk management strategies to enable you to meet your financial objectives. Our advisers have access to the latest market and product research as well as current insight into the effects of legislative changes on your situation. Our advisers will also work closely with your accountant and solicitor to ensure our strategic advice is appropriate for your situation. Step 4 Central to your financial plan will be a number of decisions which are yours alone and one of the most important of those decisions is the trade off you may need to make in regard to your current and future lifestyle versus your tolerance for risk. If there is a mismatch between your goals and objectives and the strategies available to you then we will work with you to help you reach a compromise which you are comfortable with. Some examples include:
Step 5 Once appropriate strategies have been developed we then identify appropriate financial products to support these strategies and prepare your financial plan via a 'Statement of Advice'. Step 7 Upon your approval to proceed, we then assist you to implement your financial plan. Step 8 Once your financial plan is in place we regularly review the strategies to ensure they continue to be appropriate for your situation via our Ongoing Review Service. Where investments are incorporated into your plan we complete regular reviews to ensure your investments are performing as expected. If they do not, or your situation changes or other external factors (e.g. legislation) change, we will recommend appropriate modifications for your plan. TW Financial Advice Services Pty Ltd t/as Tilea Wealth Financial Services is an Authorised Representative of
TW Licensee Services Pty Ltd ABN 28 649 285 469 AFSL 532286 |