Tynan Financial Planners 241 Adelaide Street, Brisbane City, Queensland 4000
About the Business
Welcome to Tynan Financial Planners, located at 241 Adelaide Street in Brisbane City, Australia. We are an establishment that specializes in finance and are considered a point of interest for individuals seeking comprehensive financial advice.
At Tynan Financial Planners, we understand that our clients are not just looking for financial solutions, but rather, they are seeking a life outcome. We believe that true wealth goes beyond money and investments; it encompasses the lifestyle you desire and the ability to spend more time with your family and develop your career.
What sets us apart from other financial institutions is that we prioritize you as an individual. We take the time to understand your unique circumstances, goals, and dreams, and develop a tailored strategy just for you. Our aim is to help you achieve personal happiness and financial success.
It's no surprise that over 90% of our clients come to us through referrals from satisfied clients. If you know someone who could benefit from our services, please speak to your adviser about our referral process.
We are pleased to share that sharemarkets have finished the financial year strongly, with robust returns posted for June and the year to date. For more detailed information, you can access the full report on our website. Additionally, you can find the portfolio results for the end of June 2023 on our webpage.
In our Wealth Portfolios commentary, we discuss the performance of US tech stocks and their impact on the market. While the results were positive, they were not the ultimate solution the market was hoping for. You can find our commentary and the portfolio results for previous months on our website.
Our latest issue of Cipher focuses on strategies to maximize the earning potential of your super balance. We delve into the importance of knowing your super status at every stage of life, provide tips for reducing debt, and shed light on the Work Test. We hope you enjoy reading it.
Despite concerns in the banking sector, global share markets have continued to show positive returns for March. However, the property sector in Australia is weakening alongside declining bond yields. You can find our Wealth Portfolios commentary and the portfolio results for the end of February 2023 on our webpage.
We also wanted to take a moment to welcome Peter Bond and Chris Ey, along with their clients, to Varria. We are excited to have them join our team. Additionally, we are proud to have supported the work of our charity partner, Newlife Care, throughout the year and during our end-of-year client functions.
As we move into a new year, bond and equity markets have rallied strongly for two consecutive months. You can access the wealth portfolios update and find the fact sheets for your specific Wealth Portfolio on our website.
At Tynan Financial Planners, we are dedicated to helping you achieve the lifestyle you deserve and the financial security you desire. Contact us today to schedule a consultation and let us guide you towards your financial goals.
Location & Phone number
241 Adelaide Street, Brisbane City, Queensland 4000, Australia
Reviews
"Harry Tynan came out to our school and spoke to us about super investments and retirement. We made an appointment with Tynan's independent financial services in Brisbane. While you are working, their services are free, and you don't pay a cent! We were really happy with his services. You only pay a fee once you retire and you want help managing your money. Using our super and financial information, he considered our circumstances and put it all into a program. He was able to tell us that we can easily retire at 60 quite comfortably. He also explained our super statements, telling us what everything meant and how it applies to us. He was also able to give us advice about estate planning as well as the best way to help our children once we pass away. He even gave us advice about how to maximise super for the kids. He did not try to sell us anything or push us to do anything with our money he just gave us great advice. I've already booked in for next year, his advice will help me a lot. What a wonderful, wonderful service. He must have spent over an hour or so with us, and yes, it was free. If you want some guidance and reassurance or just need to know if you are on track to retire, make an appointment to see them."
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