Tim Bone Email & Phone Number

Brisbane, Australia

Three Chairs Financial Services derives its name from the collaborative approach that we take when dealing with clients. Three ways we change lives:▬▬▬▬▬▬▬▬▬▬▬▬▬1. Making sure you have enough to retire2. Simplifying your finances3. Review the bigger pictureIf you've been to a financial planner before and felt there was something missing,or they never looked at the big picture, you’ll find us very different.► Who do I work with?▬▬▬▬▬▬▬▬▬▬►Pre & Post Retirees - Retirees get very busy very quickly pursuing things that they want to do.►Business Owners - Your career has taken a tangent and you are building your own business.►Families - Things are exciting and hectic and we want to help you secure what you have.►Just starting out - You are establishing and building your career and perhaps starting a family?►Empty Nesters - Achieving a comfortable lifestyle and thinking about managing your future?►Compensation Beneficiaries - Having the right amount of money going to the right people at the right time is the key...► My aim:▬▬▬▬▬To be unlike the others. If you’ve been to a financial planner before and felt there was something missing, or they never looked at the big picture, you’ll find us very different. ► Some of my specialisations and certifications:▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬► Business succession risk analysis and strategic advice► Personal succession planning and analysis► Wealth accumulation advice to small business owners and professionals► Facilitation and coordination of succession, estate and retirement strategies► Expert witness reports and litigation support► Estate planning support► Personal wealth management► Superannuation strategy including SMSF advice► Interested to know more?▬▬▬▬▬▬▬▬▬▬▬▬▬Call: ✆ 1300 658 946 (office) Email: ✉ tim@threechairsfinancial.com.auVisit: ☛ https://threechairsfinancial.com.au/

Brisbane, Australia

My role will be to continue to head up Australian Financial Advisers SERPS that was officially launched on 1 July 2012. The aim of SERPS is to help business owners and professionals mitigate the risk associate with poorly executed succession, estate and retirement plans. We facilitate the process and utilise like minded professionals to provide a seamless solution across accounting, legal and financial planning.

Brisbane

As a Partner of AFA my role is to head up the Succession Estate and Retirement Planning Specialist team and work closely with other professionals to provide a seamless solution for business succession issues to the SME market.

Personal wealth management, estate planning, succession funding for small business, expert witness reports and litigation support, strategy development

Brisbane, Australia

Bachelor, Accounting

Education record