FINANCIAL PLANNING ADVISE

We believe building a solid, long-term investment strategy tailored to your individual situation is integral to achieving your financial goals. True Journey Financial uses a personalised approach to develop a financial plan that is uniquely crafted for you.

Do you ?

Through every stage of your life, we work with you to assure that your financial decisions are appropriately and realistically aligned to your financial aspirations.

At True Journey we take a comprehensive, holistic view of financial planning, addressing the following areas to maximise your success of reaching your goals.

HOW WE CAN HELP YOU

Cash Flow Debt Management

Managing your cash flow effectively and reducing debt

Saving & Investing

Your cash flow strategy will help us determine how much you could be saving and investing for your ideal future lifestyle

Tax Planning

Strategies to minimise tax

Estate Planning

Strategies to help you pay down your mortgage faster in tax efficient methods

Insurance Planning

Ensuring your family’s lifestyle is protected in the event of sickness, death or disablement

Retirement Planning

Strategies and systems to comfortably transition into the best period of your life – retirement

Why is holistic financial planning important?

We understand that as people journey through life, their financial needs and objectives change.
By planning well in all areas of your finances, we can help you to use your resources to the fullest. A holistic approach to financial planning allows you to see the big picture and invest for your short term and long term goals.

See What Our Clients Say

Tamara was really good in translating finance to plain English. She's friendly, passionate about her work, and listened attentively to learn and meet my needs.Great help, highly recommend.

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San Perroud

Tamara was an absolute pleasure to have beside us when we basically began our life! I have confidence in my future knowing that Tamara has worked towards achieving what’s best for our individual circumstances. Recommend 110%!

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Clare Bridge

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

Frequently Asked Questions

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

Yes, in most cases our financial planning fee can be deducted from your super. Fees range depending on the complexity of the advice needed, which we will discuss in our initial free meeting. Before proceeding, you will fully understand any fee, and the benefit of 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 encourage you to be the best version of yourself, and it starts with getting your finances in order.

Request a Call Back

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

Speak With A Certified Financial Planner ®

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