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Financial Planning

TGS Wealth Management offers you a comprehensive financial planning service that incorporates a suite of advice solutions which can be tailored with your tax planning, to help you reach your financial goals. As an independent business we pride ourselves on providing advice that is tailored purely for the client and devoid of any product push. Another benefit is that we are Chartered Accountants and accredited Mortgage Brokers, allowing us to provide planning for all your financial situations, saving you time and money.

We have seven Power Strategies that can be explored to help you reach your goal quicker well within the level of comfort you desire:

clik here Power Strategy #1 – Direct Portfolio Service
click here Power Strategy #2 – Gearing to Invest
click here Power Strategy #3 – Salary Sacrifice
click here Power Strategy #4 – Self Managed Super Fund
click here Power Strategy #5 – Transition to Retirement
click here Power Strategy #6 – Mortgage Check
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Mortgage Check

Have you often thought about your mortgage and wondered if you are on the best rate possible?
Talk to TGS Partners and allow us to check out your mortgage situation to potentially save you thousands in interest each year. Our mortgage broking service is easy to use, free of charge and will in most cases cut down your interest costs significantly.....all determined in 5 minutes!

How it can benefit you:
Through TGS Partners’ exclusive broking relationships, we have access to major bank lending at a discounted rate that can be up to 0.70% cheaper than a standard home loan. This equates to around $1400 dollars a year on a $200,000 interest only loan. That’s money that can be added to your superannuation, investments or put towards that holiday! All common features such as offset, online access and credit cards are available and all the administration of any refinance or application is handled by us!

The risks:
In order to refinance, there may be a break cost or fee to terminate the loan with the current lender. This will need to be determined and considered.

Call us on 9832 4000 to make an obligation free assessment with one of our qualified brokers.

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