Financial Advice

Wealth Creation

Retirement Planning

Superannuation 

Self Managed Superannuation

Estate Planning

Personal Insurance

Home and Investment Lending 

Wealth Creation

There are a range of strategies available to help you accumulate wealth. The key is to understand which strategies are right for your situation. You need to consider a range of things such as the time you have to invest, whether you are investing for a particular goal and how much risk you are willing to take on. Our Advisers can assist you by:
  • Advising on wealth accumulation strategies
  • Advising on investing in managed funds, shares and property
  • Designing and managing an investment portfolio that is appropriate for your financial situation and objectives
  • Discussing the benefits and risks of gearing strategies
  • Providing guidance on investing for a particular goal, e.g. for your child’s education
  • Implementing tax efficient strategies

However, it is important to understand that we are financial planners, not investment advisers.  We do not promote the latest gimmick or 'hot tip' or 'tax scheme'. Rather, we agree upon long term strategies and build your wealth accordingly. 

Importantly, we cannot predict short-term market movements - nobody can. We are investors, not speculators. We are unable to tell you that it is time to "get in or out of the market". Instead, we will work with you to build your wealth over time, using savings and discipline.

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