TG FINANCIAL
47 George Street, Launceston TAS 7250
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
47 George Street, Launceston TAS 7250, Australia
About the Business
Welcome to TG Financial, a leading establishment in the finance industry located at 47 George Street, Launceston, Australia. As a trusted point of interest, we offer a range of services including share advice, portfolio management, and financial planning.
Please note that TG Financial is currently not accepting new Personal Advice Clients. Personal Advice involves gathering relevant information about your financial position to provide recommendations that are in your best interests. This can cover a wide range of areas, from analyzing your entire financial situation to focusing on specific aspects such as self-managed super funds.
Our Personal Advice services can be tailored to your needs, whether it's a one-off strategic financial planning session or ongoing advice. When retained for ongoing advice, we dedicate significant time to understanding your investment preferences and developing an approach that suits you best.
To ensure transparency and clarity, we provide a written Statement of Advice that outlines your circumstances, goals, and the expected outcomes of our recommendations. While we may include investment recommendations in this document, we believe that direct portfolios should be dynamic and developed over time.
For ongoing advice, we apply an agreed fee rather than a percentage of your investments. If you require strategic one-off advice, we will discuss and agree on a fee before commencing any work.
In addition to Personal Advice, we also offer General Advice as defined by legislation. This allows us to provide advice on specific investments or securities, but it does not take into account your overall financial position or goals. For clients seeking General Advice, we do not charge ongoing fees if you wish to have a share portfolio linked to TG Financial and simply want a sounding board for corporate offers, existing assets, or potential investments.
Please note that clients seeking General Advice may experience occasional delays, as our priority is to provide advice to those who have retained us for Personal or Wholesale Advice.
At TG Financial, we are committed to providing personalized and comprehensive financial services. Contact us today to discuss how we can assist you in achieving your financial goals.
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