TGS Financial Planning is a proudly Queensland owned and operated full service financial planning practice that is committed to adding value and prosperity in all environments for our clients.
We advise clients on the matters most important to them, bridging the gap between personal lifestyle goals and financial responsibility.
With over 15 years experience in the financial services industry and with presence in Brisbane, Ipswich (through the acquisition of Dollar Tactics Financial Planning in 2009) and the Gold Coast, we are ideally placed to support clients whose financial position requires direction, support and clarity.
The TGS Financial Planning team work across all areas of financial planning, providing strategic advice to help our clients meet their financial goals, whether it’s a comprehensive financial strategy, simple investment advice or assistance with implementing an appropriate family insurance protection package.
We are guided by the important values of integrity, honesty and accountability, and like to think of ourselves as a practice where clients can feel free to ask questions or talk through any concerns or issues.
Our commitment to continued professional development in combination with our reliable and responsive client service makes us perfectly positioned to ensure our recommendations remain relevant in a dynamic world.
TGS Financial Planning’s advice culture is centered on the concept of teamwork, where, by working closely with our clients, building strong long-term relationships and truly understanding their financial and lifestyle needs, we can achieve the best results possible.
That teamwork extends to our relationship with AMP. As an Authorised Representative of AMP Financial Planning Pty Limited, we draw on their extensive experience and resources, including market leading research and asset consultants as well as vast technical expertise, to ensure our clients have access to the tools required to achieve the best outcome.
We are honoured that our clients trust us to advise them on their most important financial issues and we value our strong relationships with our clients.
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