Tim Bone Email and Phone Number
Three Chairs Financial Services is an investment management company based out of Unit 4/193 S Pine Rd, Brendale, Australia. 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. Three key areas of our focus: 1. Superannuation We help you make the decisions suitable now to build your super for the future. 2. Retirement From here on your assets need to last and need to support your lifestyle. 3. Succession Planning Planning to get the most out of your business to support you in retirement.Our process helps many different types of people get better clarity and control over their finances.Want to chat? Call me on 1300 658 946► 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/
Three Chairs Financial Services
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Managing DirectorThree Chairs Financial Services Jan 2013 - PresentBrisbane, AustraliaThree 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/
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PartnerAustralian Financial Advisers Serps Jul 2012 - Dec 2012Brisbane, AustraliaMy 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.
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PartnerAfa Brisbane Dec 2011 - Jun 2012BrisbaneAs 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.
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Private Wealth AdviserBdo Private Wealth Advisers 2004 - 2011Personal wealth management, estate planning, succession funding for small business, expert witness reports and litigation support, strategy development
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Manager - Financial PlannerHorwath Investment Services 1994 - 2004Brisbane, Australia
Tim Bone Education Details
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Accounting -
Dakabin
Frequently Asked Questions about Tim Bone
What company does Tim Bone work for?
Tim Bone works for Three Chairs Financial Services
What is Tim Bone's role at the current company?
Tim Bone's current role is Financial Planning | SMSF | Retirement Planning | Business Succession Planning | Superannuation | Insurance | Financial Advice | Estate Planning | Investments | Lotto Winners | Financial Advice.
What schools did Tim Bone attend?
Tim Bone attended Qut (Queensland University Of Technology), Dakabin.
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Tim Bone
Owner Big4 Anglesea And Bellarine Holiday Parks, Conference Speaker, Founder 'Parkman' Intranet, ConsultantGeelong West, Vic1big4anglesea.com.au -
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