TG Financial

Who we are

TG Financial is a team of experienced and qualified financial planners based in Tasmania. We provide a wide range of services to help individuals and businesses achieve their financial goals and navigate the complexities of the financial landscape.

Our values

We believe in:

• Client-centricity: We always put your needs first and tailor our advice to your individual circumstances and goals.
• Transparency: We are open and honest in our communication and avoid any jargon or complexity.
• Integrity: We have strict ethical guidelines and adhere to the highest industry standards.
• Accessibility: We are committed to making financial planning accessible and affordable for everyone.

1. Personal Advice

For individuals who require tailored guidance and solutions considering their entire financial picture. This includes:

• Strategic financial planning
• Investment portfolio management
• Retirement planning and self-managed superannuation funds
• Estate planning and insurance advice

2. Wholesale Advice

For sophisticated investors who require ongoing monitoring and recommendations for their investment portfolios.

3. General Advice

For specific investment or security recommendations, without taking into account your overall financial situation.

4. Share Services

We assist with buying, selling, and managing shares for individuals and executors.

5. Community Engagement

We actively support the local community through volunteering and supporting relevant initiatives.

What sets us apart

• We base our fees on an agreed amount rather than a percentage, ensuring fairness and transparency.
• We avoid conflicts of interest by refraining from accepting commissions or benefits from third parties.
• Our team comprises qualified professionals with extensive knowledge and experience in the financial planning field.

Get started

Initial consultations are complimentary and without obligation. We would be happy to discuss your situation, understand your goals, and explore how we can assist you in achieving financial success.