Quality Financial Advice gives you piece of mind.

In order to give financial advice in Australia, you need to have a licence from the Australian Securities and Investments Commission (ASIC). We are licensed through RI Advice Group which means we are not aligned to any bank or financial institution so can decide which investments are recommended to you. This means our advisers don't own the products we recommend and don't receive any commissions or volume based payments based on the investment products.

Deal with someone you can trust

We are qualified and experienced with industry knowledge over many years.

ASIC
Licenced by ASIC

We are licence by the Australian Securities and Investments Commission through RI Advice Group (AFSL no. 238429).

Qualified Financial Planners
Qualified Financial Planner

Our financial planners are fully qualified meeting all current licensing requirements.

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Well-Rounded Experience

Our collaborative team offers the depth and breadth you need to navigate life's decisions. For many of our clients, we simplify their lives by providing clarity and answers to the myriad of financial decisions they face every day.

Comprehensive Analysis

Efficient financial planning requires a close look at more than just account values and years to retirement. Our team assesses your insurance coverage, cash flow, investment strategy, financial assets and more. We review each area within the context of your current situation and long-term goals.

Objective Advice

As qualified financial planners, we do not have a vested interest in specific products or services that can influence our judgment or recommendations. And as our advice fees are completely independent of insurance or investment decisions you may make, we can be completely neutral in our analysis of your situation.

Personalised Service

We thrive on building long-term relationships with our clients. Our process is an opportunity for us to get to know our clients exceptionally well. TSM Wealth Group prides itself in working as a team — both internally and with you — offering as much or as little hand holding as you need.

Valuable Tools

Most financial planners offer clients tools to help manage their future. But few offer both proprietary tools AND personal coaching to help you use them. We help you understand how to use the tools effectively and efficiently to meet your specific needs.