At TSM Wealth we want to know what you’re passionate about, what your hopes and dreams are, what life goals you have – so that we can create a financial plan to help you achieve all that and more.
We love what we do and we enjoy working with our clients, which is why we have a friendly client-centric approach. We’re not about building client numbers, we’re about connecting with people and building long-term relationships.
We pride ourselves on our thorough and professional service and provide a tailored fee structure to suit your individual circumstances.
Our Newcastle-based team of experienced financial planners can help build and protect your wealth, plan your retirement and support you through uncertain times. We offer financial advice and planning to clients face-to-face or through online channels.
Our Philosophy.
We don't sell products. We provide Financial Advice.
This means, our strategic financial plans are only influenced by your needs.
Our clients are the most important stakeholders to us and are not just a means to an end.
Our Core Values
We have three core values which form the basis for everything we do
Integrity
Protecting your financial interests from potential conflicts of interest
No custody — Clients' investments are held externally, creating an independent barrier between our business and our clients' portfolios.
Fee only — We charge a fee for advice and for managing our clients' portfolios. We do not earn commissions on investment placement.
No proprietary products — Since we do not create or sell proprietary products, we are free to recommend only those that deliver the best long-term results for our clients.
Accountability
Managing your financial affairs with a comprehensive approach
Extensive business experience — Our team members come from finance backgrounds with a focus on banking and financial planning.
Multi-discipline — Our services extend beyond investment advisory services to include pre and post retirement, superannuation, wealth creation, Centrelink and Estate Planning.
Collaboration
Serving you with a long-standing team of professionals with rich finance backgrounds
Coordinating with your other professionals — Accountants, Solicitors and other professionals necessary to coordinate the best service and advice for our clients.
Long-time, stable team — Our team worked together for more than 20 years before forming this business in 2022.
Diverse finance background — Our advisers are Qualified Financial Planners and have experience in business, banking and all finance-related fields.
