Every financial plan we create is different

Your investment and financial plan should revolve around you.

We strive to truly understand your financial goals and objectives, then build a comprehensive strategy to meet your needs.


TSM Wealth Group can provide advice covering a range of areas including:

growing wealth
Growing Wealth

As the traditional domain of financial planners, investment advice forms an important and integral part of our advice
risk management
Risk Management & Personal Insurance

Our personal insurance guide explains the different ways you can cover your finances
retirement planning
Retirement Planning & Superannuation

We have helped hundreds of clients carefully consider their financial strategy for retirement
investment planning
Investment Planning and Strategy

Professionally managed, low cost, and customised to your situation

Our financial planners will tailor your wealth management plan by focusing on the following.

  • Through years of experience, we've learned that the only way to successfully do this is to truly understand our clients — not just your finances, but also your day-to-day life.
  • We take the time to discover the path to your goals that will also allow you to live the life you want. Call or email us today to schedule a consultation!

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Financial Planning Process

One size doesn't fit all, so the better we understand your situation, the better your plan will fit you.

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Investment Approach

We offer customised strategies to meet the diverse investment objectives of our clients.

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