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.
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.
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.
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.
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.
TJS personal and business clients supported over 10 years.
On average saved per accounting client, per week on finance admin.
In tax saved every year through our strategic tax knowledge.
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 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.
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.
Let us help you feel confident in your financial future. We're ready when you are!