TFS Business Profile

TFS Financial Planning is currently one of the largest Financial Planning firms in Northern Queensland, and have been helping clients make smart decisions about money and long-term financial growth for more than a decade.

At TFS Financial Planning we aim to provide personalised strategic advice that will deliver reliable outcomes and foster rewarding long-term relationships with our clients.

The focus of our advice is to assist our clients to achieve their lifestyle goals and objectives through quality advice. We also believe it is an important part of your journey to provide clear and concise advice through ongoing client education.

Whether you are planning for retirement, looking to create wealth for the long-term or need advice about salary packaging or redundancy, the team at TFS are well placed to help you reach your goals.

Our friendly, professional advisers have the experience and knowledge to give you a sense of control over your money. Together the financial planners have over 50 years experience in financial services industry. In addition to this, the TFS planners are supported by a dedicated administrative team who endeavour to complete customer transactions and queries in an efficient and timely manner.

In 2005, TFS were recognised as a Top 10 Finalist and in 2006 were recognised as a Top 5 finalist in the Best Financial Practice awards by the IFA Magazine.

At TFS Financial Planning we strive to be pro-active in all areas of our business. And pride ourselves on implementing innovative approaches to customer care and service. These are some of the components that set us apart in the financial services industry.

We are committed to providing ongoing financial education to our clients. That way you won’t miss out on any opportunities to get ahead financially.