SUPERANNUATION ADVICE
Your superannuation will be one of your largest assets in retirement, but how much do you know about your current superfund? Know more about your current superfund & choose the right options.
Super can be a complex area, so most people simply have the default fund that their employer gave them when they started work. It may not be right for you and what you need to create your ideal future.
Even if you’re a far off from retirement, it’s so important that you seek professional & personal advice as early as possible, to ensure your super is really working for you.
How We Can Help
Retirement Goals
Ensuring your super is invested appropriately for your retirement goals
Superannuation Consolidation
to reduce fees and improve control of your super
Investment
Ensure you have competitive investment options that are great performers
Tax Free Income
Using smart super strategies for tax free income in retirement
Boosting Your Super
Advice around salary sacrifice, after tax contributions, and other strategies that help boost your retirement savings
SMSF
Help you decide if a Self Managed Super fund is suitable for you or not
What Our Clients Say
Deb Pearson14/07/2022 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 Sadgrove04/07/2022 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 Heironymus02/06/2022 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 Morton11/05/2022 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 Cloke19/04/2022 I am very pleased with the help I have received from Tamara ,She as made the whole process an easy journey .Thanks Vaughan Chitty11/04/2022 Always provide comprehensive, understandable information and advice. Requests are actioned promptly. Tamara is a professional and a pleasure to deal with. Thank you Julie Hansen10/04/2022 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 Chilton18/02/2022 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 McGlone08/02/2022 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 Bachtis02/02/2022 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.Load more
"Super is the most tax effective way to build your wealth and generate income for retirement, so it’s vital to make the most of it.
Make the best financial decisions as you start a new chapter in your life
By Tamara Gillman, CFP®
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Take the first step towards your dream lifestyle and financial freedom with True Journey Financial