Tailored Lifetime Solutions
About the Business
Welcome to Tailored Lifetime Solutions, located at 385 Belmore Road, Balwyn, Australia. We are an institution that specializes in accounting, establishment, finance, insurance agency, and are a point of interest in the area.
At Tailored Lifetime Solutions, we understand that life is a journey and we want to ensure that the financial aspect of that journey provides security and prosperity for you and your family. We offer financial planning services that provide peace of mind and help turn your financial dreams into a reality. Our range of advice and services are tailored to meet your unique goals and plans for both the present and the future. We take pride in exceeding your expectations and being your trusted partner along life's financial journey.
We believe that everyone requires a Financial Roadmap to guide them in the right direction. That's why Matt Cronin & David Kelsey, the founders of Tailored Lifetime Solutions, welcome you to explore our financial services through a quick summary provided in our video.
We understand the importance of budgeting for your social life while ensuring a comfortable lifestyle. Australian retirees generally need a certain budget each year, and we can help you determine the right amount for your needs. In fact, industry figures have recently revealed the highest annual increase in retirement budgets since 2010.
In addition, there have been several changes to the super system that could create opportunities for Australians of all ages. Our team is well-versed in these changes and can provide you with the knowledge you need to make informed decisions. These changes will come into effect on 1 July, so it's important to stay informed.
You can find us at Level 1, Suite 8, 385 Belmore Road, Balwyn East, VIC 3103. Please note that the entry to our office is via Kalonga Rd, and visitor parking is available at the rear of the building.
To get in touch with us, you can reach us at P. 03 9851 0300 (Victoria only) or P. 1800 888 557 (Interstate Only). You can also email us at office@tdls.com.au or visit our website at http://www.tdls.com.au/.
Tailored Lifetime Solutions Pty Ltd, ABN 54 106 840 180, is an authorized representative and credit representative of AMP Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licence and Australian Credit Licence No. 232706.
Choose Tailored Lifetime Solutions for all your financial planning needs and let us help you navigate your financial journey with confidence and success.
Location & Phone number
385 Belmore Road, Balwyn, Victoria 3103, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Tailored Lifetime Solutions has been our Financial Planner for over 20 years now and during that time has done a fantastic job. The service has been personal, friendly and prompt and most importantly, advice and recommendations have always been simple and understandable. We would have no hesitation in recommending TLS to anyone looking for personal and reliable services in these areas."
"Amazing staff who were very helpful! Highly recommend"
"if you are trying to move your money into a SMSF DO NOT USE THESE GUYS. AMP own these clowns so they will try everything they can to avoid the move into an SMSF."
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