Tailor-Made Financial Services - Wollongong
25 Victoria Street, Wollongong, New South Wales, Australia
About Tailor-Made Financial Services - Wollongong
Welcome to Tailor-Made Financial Services in Wollongong, Australia! Established in 2002, our institution was founded with a clear vision: to help our 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 unique lifestyle goals.
At Tailor-Made Financial Services, we prioritize listening to our clients and understanding how they wish to live their lives. With this knowledge, we offer trusted and ongoing service that helps you achieve your desired lifestyle. 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 are proud to have nationally recognized award-winning advice, ensuring that we can help you secure the financial freedom you are looking for. Our philosophy is to communicate clearly in plain English and build long-term relationships with solutions that help you achieve your goals, no matter what they may be.
Transparency is a core value at Tailor-Made Financial Services. Since our inception, we have built trust with our clients by providing a clear and transparent fee-for-service model. We believe in being upfront about our costs and ensuring that you have a clear understanding of our services.
If you have any questions or would like to speak to one of our advisers before booking a meeting, we are 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 establish that you will benefit from formal financial advice and you agree to proceed, we will conduct an in-depth analysis of your finances. This analysis will identify strengths and weaknesses that need to be considered, taking into account your comfort level. Using the latest independent research, we will then 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 and Director at Tailor-Made Mortgages. We strive to give back to both the local and wider community through our commitment to sponsorship and participation in local events and charity fundraisers. We encourage our team members to actively engage in charity events and clubs, such as The Sir David Martin Foundation, Relay for Life, and Apex.
For all correspondence, please reach out to Tailor-Made Financial Services at PO Box 272, Milton, NSW, 2538. Please note that the information provided 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 the information provided.
Tailor-Made Financial Planning Pty Ltd, trading as Tailor-Made Financial Services, is a Corporate Authorised Representative (AR No.247818) of CUBE Financial Services Pty Ltd (AFS Licence No.533816, ABN 67 135 428 885).
Photos of Tailor-Made Financial Services - Wollongong
Unit 5/25 Victoria St, Wollongong NSW 2500, Australia
Opening hours of Tailor-Made Financial Services - Wollongong
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
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