As the founder and director of True Journey Financial Planning, Tamara prides herself on forming lifelong relationships with her clients and taking a thoughtful and caring approach. Tamara provides financial guidance by being a "Personal CFO" to families, professionals and small business owners around Australia.
Anthony is our Practice Manager. He enjoys working on our investment portfolios and keeping up to date with technical changes in the market. Prior to founding True Journey Financial Planning in Brisbane, Anthony gained experience in wealth management with one of the largest financial institutions. Tamara was recommended to me by my mortgage broker and I have found her to be exceptionally professional, knowledgeable and extremely helpful.
Anthony is our Practice Manager. He enjoys working on our investment portfolios and keeping up to date with technical changes in the market. Prior to founding True Journey Financial Planning in Brisbane, Anthony gained experience in wealth management with one of the largest financial institutions. Tamara was recommended to me by my mortgage broker and I have found her to be exceptionally professional, knowledgeable and extremely helpful.
Services
Every member of our team believes in providing truth and understanding with transparency to add to the financial choices you make everyday. We believe advice from an independent financial planner helps find the best solutions for you, without fear of compromise or conflict. Meet our team of motivated, experienced professionals who build each day to better the lives of our clients and to transform your financial journey.
To start, we'll begin with an initial consultation that will give us both a chance to make sure your situation and needs matches our expertise and services. If we both agree it's a good fit we'll move forward, if not we'll happily refer you to a few professionals we believe match your needs. Next, we'll send you a financial planning questionnaire, risk tolerance questionnaire, and document checklist to gather all of your financial information.
It is never too early to start your retirement planning. In fact we encourage our clients to think about their retirement goals early on in order for us to help them achieve their desired lifestyle in retirement. The truth is, it is never too early to start your retirement planning. As a thank you for checking our services, we are giving you a FREE Retirement Guide.
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. At True Journey we take a comprehensive, holistic view of financial planning, addressing the following areas to maximise your success of reaching your goals.
Reviews (19)
King Itn Uchendo
Jan 17, 2022
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Thank you Mrs Gabriella Donald for not disappointing me like other traders are doing. Why wont i tell the world of how awesome Gabriella Donald fx trading platform is? that real traders are still out there making life easier.. to those looking for legit professional trader should contact Her and start living the life you ever dreamt of, because… forex trading is real. Though my first trading experience with Gabriella Donald took me two weeks before i was enable to make withdrawals into my bank account which was amazing, here is Gabriella Donald details. Email:Gabrielladonald540@gmail.com
Caterina Okuno
Dec 31, 2021
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Lucy Carr
Nov 14, 2021
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When I turned 40 I felt it was time to look into my financial situation, because prior to that moment in time, I was blissfully ignorant in my belief that my super was working hard for my future retirement. Tamara and her team provided me with an empowered sense of awareness of my current and future financial potential and wellbeing, and made the whole process seamless thanks to excellent communication and hassle free streamlined processes. I highly recommend anyone who is seeking guidance and professional expertise in navigating this important step in 'adulting' to contact Tamara and her team
Eamon Dandy
Nov 13, 2021
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Akeem Olanrewaju
Nov 11, 2021
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DR EMU WHO HELP PEOPLE IN ANY TYPE OF LOTTERY NUMBERS It is a very hard situation when playing the lottery and never won, or keep winning low fund not up to 100 bucks, i have been a victim of such a tough life, the biggest fund i have ever won was 100 bucks, and i have been playing lottery for almost 12 years now, things suddenly change the moment… i came across a secret online, a testimony of a spell caster called dr emu, who help people in any type of lottery numbers, i was not easily convinced, but i decided to give try, now i am a proud lottery winner with the help of dr emu, i won
Linda Miller
Nov 08, 2021
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Tamara and her team helped my husband and I sort out our super and gave us so much peace of mind that we will be able to retire which we hadn’t thought possible. We are so grateful to Tamara as we were very unsure what to do with our super. It was surprising very easy for us thanks to the knowledge and professionalism that we were shown. We highly recommend this service to anyone looking to better secure their financial future.
M. B.
Oct 21, 2021
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Tina Macready
Aug 20, 2021
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Hello, I feel that Tamara was exceptional in providing all the information to Rob and myself in explaining what MLC members can expect and we trust Tamara's professional advise how MLC can benefit us now and in the future. Over all I am very happy with the service that was provided to us and would recommend this company to my friends and family.
Karen Latimer
Aug 13, 2021
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My husband and I thought it was time to get some financial advice given that we were getting close to our retirement. We had many questions and once we had our initial free consultation with Tamara we got a great vibe from her and new she could help us. Each and every contact we have had with Tamara since has been exceptional. Tamara is very clear and concise and answers all the questions we have. She is extremely helpful and professional. Tamara and her team have kept us well informed of the process and I cannot recommend her enough. I actually feel our retirement is going to work out for the
Francesca Marcellini
Jul 14, 2021
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Jack Bliss
Jul 05, 2021
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I was like many over 60's in Australia, paying into my super for years but not really understanding how it works apart from being an income stream for when I retire. Then I was introduced to Tamara and she explained to me that she could have a look at my current Superannuation to see if improvements can be made to financially benefit me. she explained to me that because of my age there where so many more options available that I should take advantage of, she also showed me that my old super Scheme wasn't benefiting me as good as other schemes could, so I switched to another which would give me
Sarah Mac
Apr 27, 2021
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After years of being baffled and unsure of exactly what to do with my Super, Tamara swooped in and assisted in a great manner. Communicating clearly and helping me understand the best outcome for my financial future. Really lovely to talk to and will continue to go to Tamara for financial advice in the future. Thank you.
Amanda Browne
Feb 23, 2021
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Tamara and her team are super-efficient and friendly, taking the time to explain each part of the process in great detail but not over complicating things. We have recommended her to our friends and will continue to do so, what can seem like a headache was painless and stress free thanks to Tamara. Thank You Tamara it was an absolute pleasure to work with you.
Kyra Rochelle
Oct 16, 2020
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Tamara is very professional and extremely helpful. She explains everything in simple terms which was useful for me personally, as exploring my superannuation growth was all new to me. She is available via zoom which is handy if you're unable to leave the house. I have been recommending Tamara to all my family and friends. Thanks Tamara for all of your hard work!!
Holly Grace
Oct 06, 2020
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Tamara was recommended by our mortgage broker. She was friendly, professional and thorough. She took the time to understand what we wanted to achieve and gave a variety of well researched (and patiently explained) options to us. Completing the paperwork was super simple thanks to her team and she is now overseeing our various accounts to ensure they are performing as hoped. No question was too small or silly! I highly recommend True Journey!
Sally Hooper
Sep 29, 2020
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Tamara is a very friendly, professional and helpful financial advise. She is easy to understand and explains everything clearly .I would totally recommend Tamara for all your financial needs. i have been very happy with all she has done to help me over the last few years. Thank you Tamara, you are awesome 😀
Dan-Han Turner
Aug 27, 2020
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Ben Chaundy
Aug 10, 2020
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Tamara at True Journey Financial is really helpful and understanding with our financial needs. We have been burned in the past with other advisers but made me understand and explained to me with up to date financial advise. Always available and responds within a reasonable time if I had any questions.
Really happy with Tamara and their company and would recommend having a chat with her for any superannuation and financial advise.
👍😇😀✍️🤳☎️📆💲☑️
Really happy with Tamara and their company and would recommend having a chat with her for any superannuation and financial advise.
👍😇😀✍️🤳☎️📆💲☑️
Angela Newbold
Jul 17, 2020
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If you’re looking for some advice with your finances but, are a bit overwhelmed with it all, Tamara is great for providing this support. She has made what could be a very complicated process, much more straightforward for us. She is personable and friendly; and took us through everything step by step. Thank you!
