Transform Your Life Through Fitness and Pilates
At True Journey Financial Planning, we're dedicated to helping individuals and families achieve financial peace of mind. Our team of experienced financial planners and investment advisors work closely with our clients to understand their unique financial situations and goals, providing personalized guidance and tailored solutions to help them secure a comfortable and sustainable financial future.
Our Mission
Our mission is to empower individuals and families to take control of their financial lives, making informed decisions that align with their values and goals. We believe that financial freedom is not just about accumulating wealth, but about living a life that is true to who you are and what you want to achieve. Our team is committed to providing expert guidance, education, and support to help our clients make the most of their financial resources and achieve their long-term goals.
Our Services
We offer a comprehensive range of financial planning and investment management services, designed to help our clients achieve financial freedom and security. Our services include:
- Retirement Planning: We help our clients plan and prepare for a comfortable retirement, maximizing their superannuation and investment returns to ensure a sustainable income stream.
- Superannuation Advice: Our team provides expert guidance on superannuation strategies, helping our clients optimize their superannuation funds and achieve their long-term financial goals.
- Financial Investment Advisor: We offer personalized investment advice, tailored to our clients' unique financial situations and goals, to help them grow their wealth and achieve financial independence.
Meet Our Team
Our team of experienced financial planners and investment advisors are dedicated to providing exceptional service and guidance to our clients. Meet our team:
- Tamara Gillman, Founder and Certified Financial Planner
- Anthony Sanapo, Co-Founder and Investment and Portfolio Manager
What Our Clients Say
Don't just take our word for it! Our clients have shared their experiences and testimonials about working with us. Read what they have to say about our services and the impact we've had on their financial lives.
Exceptional Service and Expertise
The reviews for True Journey Financial Planning are overwhelmingly positive, with a common thread of exceptional service, expert advice, and a commitment to helping clients achieve their financial goals. Many reviewers mention the team's professionalism, kindness, and patience throughout the planning process.
Review Summaries
The reviewers praise Tamara and her team for their ability to provide clear, considered, and mindful advice that has helped them plan for their financial futures. Several reviewers mention feeling a sense of peace of mind and security after working with the team. They appreciate the team's willingness to take the time to explain complex concepts, answer questions, and provide personalized service.
Consistent Themes
Across the reviews, several themes emerge:
- Exceptional customer service: Tamara and her team are described as professional, friendly, and supportive, making the planning process smooth and easy.
- Expert advice: Reviewers praise the team's expertise and ability to provide targeted, tailored advice that meets their individual needs.
- Personal attention: The team takes the time to listen to clients' concerns and goals, providing personalized service that feels like a partnership.
- Ongoing support: Reviewers appreciate the team's commitment to ongoing support and communication, keeping clients informed throughout the process.
No Negative Comments
There are no negative comments in these reviews.
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