High quality Financial Planning and advice for everyday people.

At TJS Financial Planning, our focus is on educating and empowering you to take control of your financial future. We take the time to get to know you, your lifestyle and your goals, tailoring our approach to ensure you get the most out of our advice.

Retirement Planning

Whatever retirement looks like for you, our experienced team can develop a well rounded plan to point you in the right direction. We can advise on things like superannuation, retirement setup and estate planning for when the time comes to retire.

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Investing

Whether you’re new to investment or looking for ways to boost your current portfolio, we can advise you on options relevant to your unique situation and goals. We’ll help you lay the foundations for a healthy investment strategy to get you there.

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Superannuation

Let our team help your super work for you. We can assist you with consolidating and reviewing your super or managing contributions. A long term superannuation plan can make all the difference. Let us help you get on top of it.

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TJS Financial Planning deliver personal financial advice you can actually understand.

When it comes to planning out your finances, there’s a lot to wrap your head around. From income protection insurance, to investment strategies, to superannuation management and retirement planning – it can get overwhelming quickly.

Let our experienced team help you feel confident about your financial future.

About us

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About us

300+

TJS personal and business clients supported over 10 years.

5hrs

On average saved per accounting client, per week on finance admin.

$300k

In tax saved every year through our strategic tax knowledge.

Use an experienced local team

Our Bayside based financial advisors have decades of experience helping people from all walks of life. We know the ins and outs of the Australian finance landscape, and we’re here to give you advice that suits where you want to go in life.

We are easy to understand

We know financial jargon can be overwhelming. That’s why we keep it to a minimum, speaking plain English so you know exactly what’s happening with your money. We put a lot of time and effort into educating you, equipping you to be an expert on your own financial strategy.

We'll come along for the journey

The very nature of financial planning is long term, and we’re committed to seeing it through with you. Many of our clients also benefit from our TJS Accounting firm, ensuring they’ve got a trusted partner working with them in all aspects of business and life.

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

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Need help managing your finances day-to-day? Contact our Accounting and Bookkeeping team.

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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!