Personal Advice involves collection of relevant information that allows us to make recommendations that are in your best interests. Personal Advice can be very broad, such as considering your entire financial position; or you may ask us to scale the advice to a particular aspect of your financial position.
For example, to provide advice to you as the trustee and member of a self-managed super fund. Personal Advice might relate to one-off strategic financial planning, or it may involve retaining us to provide ongoing advice. Typically, we are retained to provide ongoing Personal Advice where there is more engagement on your part as an investor.
For example, to provide advice to you as the trustee and member of a self-managed super fund. Personal Advice might relate to one-off strategic financial planning, or it may involve retaining us to provide ongoing advice. Typically, we are retained to provide ongoing Personal Advice where there is more engagement on your part as an investor.
Services
We provide a range of services and work on an agreed fee rather than a percentage, which we think is fairer. We decline to accept commissions or other benefits from third parties. We have no ties to any products, platforms or fund managers so we can make recommendations that we believe are in your best interest.
Under our Australian Financial Services Licence, TG Financial representatives are authorised to provide the following services:. We strive to simplify administrative issues and work closely with other professionals such as accountants, lawyers and insurance specialists to save our clients time and provide a comprehensive service.
Tony Gray specialises in advice to self-managed superannuation fund trustees and investors who wish to include direct share exposure as part of their portfolio approach. Investment advice includes preparation and adherence to a written Investment Strategy individual to each portfolio.
A focus on direct assets such as listed shares and deposits, with niche active managed funds assists with generating reliable cash-flow to support portfolio growth or pension payments.Allocations to the various asset classes adjust as the relative return potential and risks change - we do not believe in a 'set and forget' approach.
A focus on direct assets such as listed shares and deposits, with niche active managed funds assists with generating reliable cash-flow to support portfolio growth or pension payments.Allocations to the various asset classes adjust as the relative return potential and risks change - we do not believe in a 'set and forget' approach.
Candice provides financial planning advice, designing individually tailored strategies to help clients meet their personal financial goals. Candice provides advice in relation to retirement planning, wealth accumulation, superannuation (including contributions), insurance and Centrelink advice. Candice graduated with a Commerce degree from the University of Tasmania and holds an Advanced Diploma of Financial Services (Financial Planning).
If you wish to buy or sell a share or listed security, we can help with the identification and account establishment process and purchase or sale. We will prepare the documentation and lead you through what is often an unfamiliar process. A brokerage charge applies. It can be, and usually is, confusing for an executor when it comes to dealing with listed securities.
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