WHO WE HELP

MEET THE TEAM

Tamara Gillman, Financial Planner/Director

As the founder and director of True Journey Financial Planning, Tamara prides herself on forming lifelong relationships with her clients and taking a thoughtful and caring approach. Tamara provides financial guidance by being a “Personal CFO” to families, professionals and small business owners around Australia.

Anthony Sanapo, Practice Manager

Anthony is our Practice Manager. He enjoys working on our investment portfolios and keeping up to date with technical changes in the market. Prior to founding True Journey Financial Planning in Brisbane, Anthony gained experience in wealth management with one of the largest financial institutions.

What Our Clients Say

Tamara was recommended to me by my mortgage broker and I have found her to be exceptionally professional, knowledgeable and extremely helpful. She explains things in layman's terms so I can understand the superannuation side of things, which is never easy. She helped me sort out my superannuation, TPD and income protection to ensure I had them setup correctly for my circumstances. I highly recommend Tamara to anyone who needs their superannuation consolidated. Thank you Tamara.

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Gillian Reynolds Brisbane

I really enjoyed my experience working with True Journey Financial Planning. They did everything for me, making the whole process enjoyable and simple. Loved the fact that the fee was paid from super. Many thanks

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Victoria Prentice Brisbane

Working with Tamara was so easy! She was recommended to us by our mortgage broker and we are so glad that we worked with her. Definitely recommend Tamara at True Journey Financial Planning. So easy to work with, always friendly & willing to help you.

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Brittany Horton Brisbane

Tamara is very insightful and knowable in her field. I have gained peace of mind and feel like I'm on the right track with my finances. I don't think I could have achieved the results without her expertise. She is friendly and patient, but most of all very professional. I would recommend her as a financial planner to all and give True Financial Planning 5 stars!

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Penny Chohaili Sydney

I'm so glad that Tamara reached out to me on LinkedIn. It's great to be able to talk to & get advice from someone around my own age who just gets me & my financial goals. Very professional in her dealings & clear in her explanations. My financial future is looking much brighter thanks to Tamara. I highly recommend.

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Sarah Peters Brisbane

I have been getting advice from True Journey Financial Planning for a few years now and I have to say that it was one of the best decision I’ve made. Tamara and Anthony are both so knowledgeable and up to date, and always welcome any questions I have. Getting professional financial advice is something that I believe everyone can benefit from. I’m really happy to be working with a team that is both super friendly and highly professional at the same time.

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Marianna Kluchnyk Brisbane

I was looking for trustworthy financial planners in Brisbane and I was recommended to speak with True Journey Financial Planning. I'm really happy with the advice I received and I highly recommended getting in contact with them.

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Agustin Suple Brisbane

Tamara was wonderful. She explained everything clearly and thoroughly, and I learnt a lot which, I wish I knew sooner. The whole process was easy, and she has set me up for my future.

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Rebekah Pozzoli Brisbane

My experience with Tamara was completely hassle free, from day one she had everything prepared and worked around my busy schedule. Very knowledgable and she also gave me the confident to take the right measures to set my superannuation and insurance. I highly recommend True Journey Financial Planning.

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Jackson Win-Boh Brisbane

Frequently Asked Questions

Financial planning is required to put you in a position to best protect your wealth, build your wealth, and move towards a life of financial freedom and happiness.

Yes, our initial meeting is completely free and without obligation.

Getting good advice from an experienced and up-to-date financial planner will help you to grow your assets, minimise tax, boost your super, plan for retirement and provide coaching along the way.

Compared with other financial planning firms in Brisbane, we are proud to take a progressive and modern approach to financial planning. We are focused completely on the client. We take the time to patiently listen to your requirements and circumstances, understand the goals you would like to achieve before making a plan tailored specifically for you and your well-being. [It’s all about YOU!]

Yes, in most cases our financial planning fee can be deducted from your super.
The Fees ranges depending on the complexity of the advice needed, which we will discuss in our initial free meeting.
Before proceeding further, you will fully understand every fee, and the benefit you get from the advice.

Not necessarily. A lot of our clients require our help initially to either a) make a recommendation for their super and/or put in place personal insurances. We are then available as a soundboard and coach as they require additional advice down the track.

We are based in Fortitude Valley, Brisbane, but we are a mobile financial planning office- meaning we are happy to meet at a time and place that is convenient to you.
We often meet with clients in their homes, workplace or out for a coffee.
We can meet you afterhours to suit your work schedule.
We also have clients all over Australia, who we help through Skype or over the phone.

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