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TCFS Logo

 
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Client Value Proposition
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TCFS believes in the importance of Financial Advice. We help our clients make smart financial decisions. Financial Advice isn’t just about investing money. It’s about guiding our clients on their journey on how to achieve their life goals now and into their retirement. It’s about giving our clients the freedom to enjoy the lifestyle they want.

We like to think of ourselves as a guide along your life journey. Not just on financial matters but to help understand what your retirement can and might be. To help with taking a diligent approach to your strategy so you can achieve your goals and objectives. To help take away the stress of the unknown, whether it be accumulating wealth, protecting your family and your income, preparing for and ultimately making the most of your retirement.

It’s also important that we get to know you. We will take the time to discover where you’re at now and where you would like to be. We understand that a “one size fits all financial plan” doesn’t exist and that everyone’s situation is unique. We will find out what’s important to you and your family and discuss how we can help you achieve your goals and objectives.

We will help you see what’s ahead so you can best prepare for the future, now. We like to do the worrying for our clients so that we can save you time and energy to enjoy what’s most important in life – family, health, happiness, lifestyle and security.

Our clients are confident that we’re able to assist them through to, and beyond, their retirement. They are also confident that we understand their situation and are helping them grow and protect their wealth. Our clients have told us that having an ongoing relationship with us is very important to them and they can see the value we have provided them through our Financial Advice, friendly service, experience and reputation.

Our motto of “We speak your language” has nothing to do with being able to speak multiple international languages and all to do with being able to talk to you in an easy to understand manner about how strong, strategic Financial Advice can help you achieve your goals, needs and objectives.

 

Retirement

Your retirement can be a quite daunting event personally, emotionally and financially. We enjoy working with our clients on how to achieve their goals before and after their retirement to help make the transition as smooth as possible.

TCFS are specialists in retirement planning and we pride ourselves on giving our clients easy to understand advice in a relaxed environment. We’ll sit down with you and take the time to listen to your goals and concerns and work with you to make the most of your retirement years.

 

Centrelink

We consider ourselves experts when it comes to Centrelink. We’ll save you the headaches and stress of having to deal with Centrelink so that you can spend more time enjoying the better things in life.

We’ll help you work out the Centrelink benefits you’re entitled to as part of your overall retirement plan, assist you to complete their application forms, update them of any changes to your situation and navigate through the minefield that can be Centrelink. Our trained staff are well equipped to handle all of your Centrelink enquiries.

 

Insurance

Have you ever thought that you need insurance and probably should have some in place or at least review your existing cover?

Our skilled Financial Planners can help you work through your insurance needs and find a suitable solution for the financial wellbeing of you and your family when you need it most. Yes insurance isn’t all razzle and dazzle – yes it can be quite bland at times. However you don’t want to be the one who didn’t protect their family and their income when the time comes and you need it most.

 

Finally

We pride ourselves in providing clients with outstanding service and access to both experienced Advice and exceptional Administration while maintaining the friendly, approachable and caring atmosphere we have always been known for.

Come and see one of our Financial Planners for a no obligation, free initial appointment to discuss how we can help you meet your goals for your future.

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