True Journey Financial Planning
8 Church Street, Fortitude Valley, Queensland, Australia
About True Journey Financial Planning
Welcome to True Journey Financial Planning, located in the heart of Fortitude Valley on Church Street. As a leading institution in accounting, establishment, finance, and a point of interest, we are dedicated to helping our clients navigate through life's financial challenges.
At True Journey Financial Planning, we understand that life can throw unexpected curveballs, such as inheritance, divorce, property sales/purchase, insurance payments, or business sales. That's why we are here to provide expert guidance and support during these crucial moments.
Led by our founder and director, Tamara, our team takes a thoughtful and caring approach to financial planning. Tamara prides herself on forming lifelong relationships with her clients, acting as a "Personal CFO" to families, professionals, and small business owners across Australia. With Tamara by your side, you can trust that your financial well-being is in good hands.
Anthony, our dedicated Practice Manager, brings a wealth of experience in wealth management. With a passion for investment portfolios and a commitment to staying up-to-date with market changes, Anthony ensures that our clients' investments are in line with their financial goals.
Whether you're starting a new chapter in your life or looking to secure an early retirement, True Journey Financial Planning is here to help you make the best financial decisions. We believe that financial planning is the key to achieving your dream lifestyle and ultimate financial freedom.
As an authorized representative of Consultum Financial Advisers Pty Ltd, an Australian Financial Services Licensee, we adhere to strict industry regulations. Our partnership with Consultum ensures that we provide our clients with the highest level of service and expertise.
Take the first step towards a brighter financial future and join us on your True Journey. Contact us today to schedule a consultation. Our office is conveniently located at Level 6, 161 Collins Street, Melbourne VIC 3000.
Photos of True Journey Financial Planning
8 Church St, Fortitude Valley QLD 4006, Australia
Opening hours of True Journey Financial Planning
Monday:
08:30 - 17:30
Tuesday:
08:30 - 17:30
Wednesday:
08:30 - 17:30
Thursday:
08:30 - 17:30
Friday:
08:30 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of True Journey Financial Planning
"Non threatening financial planning advice. Made transition to and retirement secure ans easy. Tamara and Team, I wish I had met you years ago. Glad my children are using your ervices at a much earlier stage of life. Thank you."
"Very pleased to have been recommended Tamara and the team at True Journey. Not only will you be assisted by a kind and knowledgeable team, you will see the results. Thank you guys!"
"Had a quick chat to Tamara on the phone and she explained her products and how they *would not* be a good fit for our situation. She pointed us in the right direction. I really appreciate her taking the time to explain why we would be better suited to for a different service. Tamara was very easy to talk to. All the best to her!"
"We were fortunate to hear about Tamara at True Journey Financial Planning from our son. We cannot recommend Tamara highly enough. Following her advice and help with our Retirement Planning, my wife was delighted to find out it was possible for her to retire much earlier than she had anticipated. The great part too, is that Tamara takes all the hard work out of the processes. Nothing has been too much trouble for Tamara, she is always there if we need to check anything or further advice. Thanks to Tamara and the team, we are now enjoying our retirement together."
"My husband and I thought it was time to get some financial advice given that we were getting close to our retirement. We had many questions and once we had our initial free consultation with Tamara we got a great vibe from her and new she could help us. Each and every contact we have had with Tamara since has been exceptional. Tamara is very clear and concise and answers all the questions we have. She is extremely helpful and professional. Tamara and her team have kept us well informed of the process and I cannot recommend her enough. I actually feel our retirement is going to work out for the best and we can't thank Tamara enough for that."
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