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FINANCIAL INVESTMENT ADVISORS

Some people think that saving is the same thing as investing . The truth is, each requires a different approach and a different strategy. In fact, saving alone isn’t enough to build your wealth. People from all walks of life need a solid investment strategy that allows them to make better use of their hard-earned cash.

  • Save the right amount for your futue
  • Invest with the best choices
  • Managing your taxes effectively
Our Financial investment advisors can help you map out a solid investment plan that is designed to help you save and build wealth through quality and trusted investment vehicles.
 
After carefully assessing your risk tolerance, we will help you determine the right mix of assets to invest in to make the most out of your portfolio.

How We Can Help

Budgeting

Managing your cash flow according to your goals for the present as well as the future

Savings Strategies

Making sure you keep aside the right amount of money to maintain a comfortable lifestyle

Portfolio Construction

Investment planning advice to grow your resources over time

Gearing Strategies

Borrowing to invest smartly so as to increase your income in a tax effective manner

Personalized Protection

A strategy that is unique for your income-level, family situation and other circumstances

Long-Term Trusted Partners

Adjusting your portfolio regularly through reviews and aligning it with your current situation and lifestyle

What Our Clients Say

Deb Pearson
Deb Pearson
14/07/2022
I highly recommend Tamara and Charade from True Journey Financial Planning. They have done a fantastic job of putting together a plan for us that works with our current lifestyle and gives us peace of mind about the future.
Chris Sadgrove
Chris Sadgrove
04/07/2022
Very understanding and pleasant to work with, explained details very well which made my decisions very easy. Definitely would recommend to anyone seeking a good financial planner.
Andy Heironymus
Andy Heironymus
02/06/2022
My wife and I highly recommend True Journey FP. Tamara explains complex financial matters in a way that we are able to digest and understand with ease. Every interaction is positive and I can honestly say that we are confident in leaving our finances and future in Tamara's more than capable hands, and that is not said lightly.
Ruth Morton
Ruth Morton
11/05/2022
Tamara has been a breath of fresh air in an industry that can be intimidating and difficult to understand. She took the time to show us a number of investment options which would suit our life stage and enable us to live comfortably in our retirement. She listened to what we wanted and made it happen. Thanks to her professional advice our investments have gone exactly to plan in difficult times. I would highly recommend True Journey FInancial Planning and Tamara to help you with financial advice for any life stage. We are looking forward to working with Tamara for years to come.
Ann Cloke
Ann Cloke
19/04/2022
I am very pleased with the help I have received from Tamara ,She as made the whole process an easy journey .Thanks
Vaughan Chitty
Vaughan Chitty
11/04/2022
Always provide comprehensive, understandable information and advice. Requests are actioned promptly. Tamara is a professional and a pleasure to deal with. Thank you
Julie Hansen
Julie Hansen
10/04/2022
I highly recommend Tamara and her team at True Journey. Great personalised service. They are genuinely interested in bettering your financial future and guiding you through the process. They make it easy to take care of yourself and your family.
David Chilton
David Chilton
18/02/2022
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.
Julie McGlone
Julie McGlone
08/02/2022
Tamara Gillman and her team at True Journey Financial are simply the best. I resisted getting financial advice thinking I knew it all - and then it was nearly time to retire and I panicked. Tamara to the rescue - her advice has been clear, considered and mindful of my needs and wants. I have gone from worried about my finances to feeling happy and secure. I highly recommend this company and my only regret is not contacting Tamara sooner.
Stella Bachtis
Stella Bachtis
02/02/2022
Tamara is great to work with - very knowledgeable and personable and always keen to help. She has been professional and helpful and she has her customer's best interests at heart. Highly recommend.

We have the resources to give you sound advice on how to make the most of your investments, to secure your future. Your Financial Investment Advisor will also be available to you at all times if you have any questions along the way.

Make the best financial decisions as you start a new chapter in your life

Australian Retirement Guide
By Tamara Gillman, CFP®

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Take the first step towards your dream lifestyle and financial freedom with True Journey Financial

Take the first step to a happy retirement