We are an independent, award winning financial planning business, based in Milton, with over 20 years’ experience. We also have offices (by appointment) in Wollongong, Sydney, Bowral and Batemans Bay. Our approachable advisers take a personal interest in our clients’ financial and personal goals. We talk in plain language and explain what you get for what you pay. Our fee structure is open and upfront with no hidden fees or commissions.

Tailor-Made Financial Services is independent, impartial and unbiased because we:
a) Do not receive commissions for the advice we provide or in the event we do, we rebate the commissions in full to our clients; and
b) Are 100% privately owned and no product issuer or provider has any stake in the ownership of the organisation.
 
Expert advice
 
Creating wealth gives us opportunities. To get good results, you need good advice, whether you are accumulating or protecting wealth or planning your retirement.
 
Our professional advisers are all qualified financial planners with a wealth of experience. We have two principals, Ben Hatcher who is an award-winning certified financial planner (CFP) and has worked in financial markets for over 25 years and John Broughton, degree qualified and also a CFP. Ben is also a Self Managed Super Fund (SMSF) specialist - accredited with the SMSF Professionals'​ Association of Australia (SPAA).
 
We develop long-term relationships and can help you to reach your personal and financial objectives. The team share the same goal – to help clients plan retirement with ease and confidence.

Tailor-Made Financial Planning Pty Ltd ABN 33 088 879 270 trading as Tailor-Made Financial Services is a Corporate Authorised Representative (AR No.247818) of CUBE Financial Services Pty Ltd ABN 67 135 428 885, AFS Licence No.533816
  
For our latest Financial Services Guide please visit our Website, www.tmfs.com.au

Tailor-Made Financial Services

Org chart

Teams

Offices

Tailor-Made Financial Services

Org chart

Teams

Offices

Related companies