Tailor-Made Financial Services

Welcome to Tailor-Made Financial Services, located at 18 National Circuit, Barton, Australia. Established in 2002, our institution was founded with a vision to help clients enjoy today while planning for tomorrow. As a finance establishment, we are dedicated to providing tailor-made solutions that are continuously adjusted to meet your lifestyle goals.

At Tailor-Made Financial Services, we prioritize listening to our clients and understanding how they wish to live their lives. By doing so, we are able to offer trusted and ongoing service that helps them achieve their lifestyle goals. Our commitment to caring about the needs of our clients allows us to create realistic financial goals and develop effective financial strategies to make them a reality.

We take pride in the fact that our clients have agreed to share their success stories. It is important to note that everyone's situation is unique, and their choices and outcomes may differ from yours. We encourage you to consider your own circumstances before making any decisions.

With nationally recognized award-winning advice, our goal is to help you achieve the financial freedom you desire by providing expert and ongoing guidance. We believe in communicating clearly in plain English and building long-term relationships to ensure we find solutions that work for you, no matter what your financial goals may be.

From the beginning, we have built trust with our clients by offering a clear and transparent Fee for Service model. We believe in being upfront about our fees and ensuring that our clients are fully informed.

If you have any questions or would like to speak to one of our advisers before booking a meeting, we are more than happy to arrange a complimentary phone call. During our initial "discovery" meeting, we will listen to your concerns, discuss your lifestyle goals, and assess your needs. We will explain the process in plain English and determine if a detailed Financial Plan is the best way forward. The cost of an initial meeting is $550 (including GST).

Once we have established that you will benefit from formal Financial Advice and you have agreed to proceed, we will conduct a thorough analysis of your finances to identify strengths and weaknesses that need to be considered. Using the latest independent research and taking into account your comfort level, we will create a personalized Financial Plan that will help you achieve your financial goals.

In addition to our financial services, we also have a dedicated Mortgage Broker & Director, specializing in Tailor-Made Mortgages.

At Tailor-Made Financial Services, we believe in giving back to both the local and wider community. We proudly support World Vision through sponsorship and also contribute to local events and charity fundraisers. We encourage our team members to actively participate in charity events and clubs such as The Sir David Martin Foundation, Relay for Life, and Apex.

For all correspondence, please contact Tailor-Made Financial Services at PO Box 272, Milton, NSW, 2538.

Please note that the information on this website is general in nature and does not take into account the objectives, financial situation, or needs of any particular person. It is important to consider your own financial situation and needs before making any decisions based on this information.

Tailor-Made Financial Planning Pty Ltd, ABN 33 088 879 270, trades as Tailor-Made Financial Services and is a Corporate Authorised Representative (AR No.247818) of CUBE Financial Services Pty Ltd, ABN 67 135 428 885, AFS Licence No.533816.