At Tanti Financial Services we take pride in ensuring our clients control their own future. We offer solutions & education to jump the financial hurdles our clients may come across. For over 30 years we've been providing quality advice to individuals, families and businesses, helping them through their financial journey.
Whatever financial situation you may come across, the team at Tanti Financial Services has the experience and knowledge to provide a solution in a relaxed & friendly environment. We offer a "one stop shop" with services in Superannuation, Investments, Retirement Planning, Life Insurance, Banking, General Insurance and Referred In-House Accounting.
Whatever financial situation you may come across, the team at Tanti Financial Services has the experience and knowledge to provide a solution in a relaxed & friendly environment. We offer a "one stop shop" with services in Superannuation, Investments, Retirement Planning, Life Insurance, Banking, General Insurance and Referred In-House Accounting.
Services
It's restricted as you generally can't withdraw from super until you retire or reach your preservation age (that's the intention, although there are special conditions of release.). And super funds are set up as trust funds. This means a trustee is appointed to manage the fund on behalf, and for the benefit, of its members.
At Tanti Financial Services (TFS), we are committed to providing our clients with leading edge advice and solutions to help them control their future. We value our lasting relationships with our clients and understand the financial planning process, at times can be complicated. Just like any other professional service, a Financial Planner is trained to advise you on a range of financial matters - helping to build, manage and protect your wealth.
Financial planning advice helps you plan and manageyour money to work towards making your dreams andgoals become a reality. Following our advice, or if you do not need our advice service, we can arrange for transactions on the following kinds of products and services:. Life risk insurance and other wealth protection products (for example, income protection and trauma).
Retirement can seem irrelevant when you're in your 30s or 40s. There are so many other things to do with your money - going overseas, getting a house, raising a family, or just having fun. However, according to research by the Investment and Financial Services Association (IFSA)1, the Age Pension won't be nearly enough to fund the lifestyle we'd like when we're no longer working.
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