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What We Do…

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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

1 - Getting to know you...
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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.

2 - Conduct Research...
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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.

3 - Sharing with you...
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What do you need to do?
Ask any questions to ensure your understanding of the recommended strategies and associated advice.

4 - Preparation of your plan...
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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.

5 - Your plan presentation...
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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.

6 - Implementing our advice...
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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.

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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.

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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.