We are an independent, award winning financial planning business, based in Milton, with over 20 years’ experience. We also have offices (by appointment) in Wollongong, Sydney, Bowral and Batemans Bay. Our approachable advisers take a personal interest in our clients’ financial and personal goals. We talk in plain language and explain what you get for what you pay. Our fee structure is open and upfront with no hidden fees or commissions.
Tailor-Made Financial Services is independent, impartial and unbiased because we:
a) Do not receive commissions for the advice we provide or in the event we do, we rebate the commissions in full to our clients; and
b) Are 100% privately owned and no product issuer or provider has any stake in the ownership of the organisation.
Expert advice
Creating wealth gives us opportunities. To get good results, you need good advice, whether you are accumulating or protecting wealth or planning your retirement.
Our professional advisers are all qualified financial planners with a wealth of experience. We have two principals, Ben Hatcher who is an award-winning certified financial planner (CFP) and has worked in financial markets for over 25 years and John Broughton, degree qualified and also a CFP. Ben is also a Self Managed Super Fund (SMSF) specialist - accredited with the SMSF Professionals' Association of Australia (SPAA).
We develop long-term relationships and can help you to reach your personal and financial objectives. The team share the same goal – to help clients plan retirement with ease and confidence.
Tailor-Made Financial Planning Pty Ltd ABN 33 088 879 270 trading as Tailor-Made Financial Services is a Corporate Authorised Representative (AR No.247818) of CUBE Financial Services Pty Ltd ABN 67 135 428 885, AFS Licence No.533816
For our latest Financial Services Guide please visit our Website, www.tmfs.com.au
Company Details
- Employees
- 10
- Founded
- -
- Address
- 10/65 Princes Highway, Milton,nsw 2538,australia
- Phone
- +61 2 4455 7800
- in****@****.com.au
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- tmfs.com.au
- Keywords
- Supporters of local community organisations, Network of professionals, Award winning business, Self Managed Super Funds, Technical expertise, Transparent fee for service structure, Financial Planning, Aged Care.
- HQ
- MILTON, NSW
Tailor-Made Financial Services Questions
Tailor-Made Financial Services's helpline number is +61 2 4455 7800
Tailor-Made Financial Services's website is tmfs.com.au
Tailor-Made Financial Services's LinkedIn profile is https://au.linkedin.com/company/tailor-made-financial-services
Tailor-Made Financial Services has
10 employees.
View email and phone details for 10
employees at Tailor-Made Financial Services.
Tailor-Made Financial Services's industry is
Financial Services
Tailor-Made Financial Services's top competitors are
Sim & Qiao Accountants Pty Ltd,
Atlantic Investments A Ria,
Midas Star Wealth,
Artt Advice Dubbo,
Fca Financial Pty Ltd,
Maple Tree Wealth,
Intrinsic Private Wealth,
Beyond Loans,
The Planning Room,
Maui Homes Guide - Anthony Freda.
Tailor-Made Financial Services's support email address is info@tmfs.com.au
Tailor-Made Financial Services's categories are Financial Services
Tailor-Made Financial Services's founding year is 2002
