Terry Cross Financial Services

About Us

Terry Cross Financial Services is a respected financial planning practice located in Wollongong, serving the Illawarra and surrounding areas since 1987. With a team of dedicated professionals and over 30 years of experience, we are committed to providing comprehensive and personalized financial guidance to help you achieve your financial goals.

Our Values

Our core values guide us in everything we do:

• Client-centeredness: We prioritize your needs and goals, building a strong and trusting relationship with you.
• Integrity: We operate with transparency and ethical practices, always acting in your best interests.
• Professionalism: Our team possesses the expertise and qualifications to provide you with reliable and insightful financial guidance.
• Sustainability: We advocate for responsible financial planning that considers both the present and the future.

Our Services

We offer a comprehensive range of financial services designed to meet your individual needs:

Financial Planning

• Developing a tailored plan to manage your debt, build wealth, and achieve your financial goals.
• Regularly reviewing and updating your plan to ensure it remains relevant and effective.

Insurance

• Assess your risk and provide guidance on suitable insurance solutions to protect your assets and loved ones in the event of unexpected events.

Superannuation

• Maximizing your Superannuation contributions and ensuring you're on track for a comfortable retirement.
• Providing advice on investment strategies and fund selection.

Financial Knowledge Centre

• Access valuable resources and educational materials to empower you to make informed financial decisions.

Our Team

Our team consists of experienced and passionate financial planners, each with deep expertise in their respective fields. We collaborate to provide you with a holistic and personalized financial experience.

What Sets Us Apart?

Our commitment to:

• Client-centered approach: We take the time to understand your unique situation and goals.
• Transparency and open communication: We explain complex financial concepts in clear and concise language.
• Personalized solutions: We tailor our recommendations to your individual needs and circumstances.

Let's work together to achieve your financial aspirations. Contact us today to schedule a complimentary initial consultation!