A team of professionals partnering with you over the long term to create financial wellness that enables the achievement of your lifestyle goals. As an engaged client, you will benefit from our expertise, education and the value of personalised financial advice.
The Value of Advice
believe advice had helped them feel prepared for retirement.
believed they had a better understanding of what to expect in retirement.
believed advice had given them more peace of mind.
believed the advice they received was worth more than it cost.
Financial Advice can help you plan and achieve your best possible retirement.
The value of financial advise extends far beyond monetary benefits. Most Australians have a dream for retirement and research shows that financial advice can help ensure suitable retirement planning strategies are put in place early enough for those dreams to be achieved. Advice can also help support people to understand what their retirement will look like financially, and put their mind at ease during this major life shift. And clearly, those who receive advice think it’s “worth it” – for their lifestyle, financial security and peace of mind.*
*SOURCE: These research findings first appeared in the Sunsuper 2017 Value of advice report. The findings are from an online survey developed and hosted by CoreData on behalf of Sunsuper in November and December 2016.
Why get financial advice?
Financial advisers have access to research and industry knowledge. They can help you make informed financial decisions to help you reach your financial goals.
How we can help you...
Growing Your Wealth
Wealth Creation is the cornerstone to financial planning. It is a process of evaluating and developing your current situation with investment strategies to provide for your future goals.
Investing in your future
Whether it is creeping up or a long way off, putting money into super now is important to retire right. Let us help you understand superannuation and put the right strategies in place for you.
Maintaining Your Income
Reduce your working hours while maintaining the same level of income. The team can help you plan an effective retirement strategy whether you plan to stop working now or 10 years from now.
Maintaining your lifestyle
You’ve planned it, now it’s time to live your lifestyle goals and enjoy your retirement. Our team will work with you to maximise your retirement income and available entitlements so that you can live your lifestyle goals.
Managing Your Money
Maintaining a budget is a powerful way to control your money and cash flow. Achieving financial security starts with getting this under control. Let us help you put a plan in place for now so you can live the life you want.
Distributing Your Assets
Estate planning is about wealth succession – a way to help protect the wealth you have built over your lifetime, so that it is distributed according to you wishes. Put a plan in place to give you peace of mind.
Why Choose Us?
By engaging TFC Financial, you will benefit from having a full-time finance professional on your team. Capitalise on their education, experience, and objective approach to assisting you to achieve your goals.