What We Do…
At TFC Financial, our financial advice revolves around you and how we can help you create financial wellness and achieve your lifestyle goals.
Managing your money, building wealth, securing your future.
These big life goals can seem daunting without the required knowledge and expertise. That’s where the team at TFC Financial can partner with you to understand your goals and develop a plan to set you on the path to financial wellness.
How we will help you to achieve your financial goals >
Understanding the financial advice process
We will meet to discuss your goals, objectives and your needs, as well as how the TFC Financial Team can partner with you to achieve these goals.
We will discuss proposed fees involved to proceed to the next step.
What do you need to do?
Together, we will complete an initial “fact find” process to help us to understand more about you – current and future.
Using the information you provided, our team will conduct research on your situation. We will analyse your current financial status and investigate different strategies and product solutions to help you to achieve your goals and meet your objectives.
What do you need to do?
While we conduct our research and investigations, you will have time to reflect on our initial conversation and raise any additional thoughts you may have.
We will meet with you to present the findings of our research with recommended strategies to place you in the best position to achieve your goals. We will seek your agreement on these strategies and confirm the associated fees for us to proceed.
What do you need to do?
Ask any questions to ensure your understanding of the recommended strategies and associated advice.
We will prepare a financial plan, known as a Statement of Advice, that will outline the strategies we recommend for you.
What do you need to do?
Our team will be in contact with you when the plan is complete, to schedule a time for plan presentation.
We will meet with you and provide you with the completed financial plan. We will explain in detail our recommendations and take you through why these are appropriate for you in reaching your goals.
What do you need to do?
We will work through the Statement of Advice making sure you understand the recommended strategies and the costs associated with our advice.
If you agree with our recommendations, we will implement the strategies and any product solutions. We will not implement our advice unless authorised by you.
What do you need to do?
If you agree to the recommendations, we will provide you with the required forms for you to sign to implement the strategy and product recommendations.
It is important to review the advice we provide, in line with your personal circumstance and goals.
We will discuss with you the option of entering into an Annual Advice Agreement, dependant on your individual needs.
This Agreement confirms a professional relationship with our business, to keep you on track for financial wellness.
What do you need to do?
As an engaged client on an Annual Agreement, you agree to meet with us at least annually to review your goals and circumstances, and you are welcome to contact our office as needed for support. Alternatively, our team is happy to engage with you on an adhoc basis (fees will be quoted at time of engagement).
Why work with a Financial Adviser?
Because that relationship may be one of your best investments.
WHY US?
TFC Financial offer professional financial advice that will provide you with a clear path to achieve your financial goals…
and that’s an investment worth making.