True Journey Financial

Business Details

12 Years

experience

Your Trusted Partner for Financial Planning Solutions in Brisbane

Founded in 2014, True Journey Financial has established itself as a trusted partner in financial guidance, serving families, professionals, and small business owners across Australia. Our approach combines personalized financial planning with a commitment to lifelong client relationships, ensuring each strategy aligns with individual goals and lifestyles. With over a decade of industry experience, we specialise in retirement planning, superannuation advice, and investment management, leveraging advanced qualifications and certifications to deliver tailored solutions.

Our team prioritises transparency, ethical practices, and ongoing support, regularly reviewing financial plans to adapt to changing circumstances. Recognised for our client-centric philosophy, we aim to demystify financial complexities while fostering long-term security and peace of mind.

Services

Retirement Planning Superannuation Advice Financial Investment Advisor Investment Management Wealth Management

Details

Year established: 2014

Highlights and features

We offer tailored financial plans aligned with your unique lifestyle and goals.
Our team combines over 10 years of industry experience with advanced qualifications.
We prioritise long-term partnerships, regularly reviewing plans to adapt to your needs.
Our client-centric approach ensures transparency, ethical advice, and no hidden fees.
We specialise in retirement planning, helping clients achieve financial peace of mind.

Associations and certifications

Australian Financial Services Licensee
Certified Financial Planner

What people say

Fantastic job Peace of mind Professional and helpful Personalised service Highly recommend

Website

Update Listing

Services

Retirement Planning

We design retirement plans tailored to your lifestyle goals, ensuring financial security and peace of mind. Our strategies focus on asset management, tax efficiency, and sustainable income streams. Clients benefit from regular reviews to adapt plans as their circumstances evolve.

Superannuation Advice

Our experts optimise your superannuation to maximise retirement savings. We assess fund performance, consolidation options, and tax-effective strategies. Personalised guidance ensures your super aligns with long-term financial objectives.

Investment Management

We create diversified investment portfolios based on risk tolerance and financial goals. Ongoing monitoring and adjustments ensure optimal performance. Clients receive transparent reporting and strategic advice to grow their wealth.

Wealth Management

Comprehensive wealth management covers asset protection, tax planning, and estate strategies. We integrate all aspects of your finances into a cohesive plan. Regular consultations ensure alignment with evolving personal and economic conditions.

Financial Investment Advisor

Our advisors develop strategies to grow your wealth through smart investment choices. We focus on risk management, diversification, and tax-efficient solutions. Clients receive ongoing support to adapt portfolios to market changes and personal goals.

People

Tamara Gillman

Founder, Certified Financial Planner

With over 10 years in finance, Tamara founded True Journey Financial in 2014. She holds an Advanced Diploma of Financial Planning, a Bachelor of Business Management, and SMSF accreditation. Her client-focused approach prioritises long-term relationships and tailored strategies.

Anthony Sanapo

Co-Founder, Investment & Portfolio Manager

Anthony brings expertise in wealth management and property investment. He holds a Bachelor of Business and Advanced Diploma of Management. His focus is on portfolio optimisation and market analysis to deliver strong client returns.

Questions

What services do you offer?

We specialise in retirement planning, superannuation advice, investment management, and wealth management tailored to individual goals.

How do you tailor financial plans to individual needs?

We conduct detailed consultations to understand your lifestyle, goals, and risk tolerance, creating custom strategies that evolve with your circumstances.

What qualifications do your advisors hold?

Our team includes Certified Financial Planners with advanced diplomas in financial planning and tax registration through TASA.

Do you offer a free initial consultation?

Yes, we provide a complimentary introductory call to discuss your financial goals and assess how we can assist you.

How are your fees structured?

Our fees are transparent and discussed upfront, based on the complexity of your financial needs and chosen services.

Reviews (7)

Write a Review

King Itn Uchendo

Jan 17, 2022 Report

Thank you Mrs Gabriella Donald for not disappointing me like other traders are doing. Why wont i tell the world of how awesome Gabriella Donald fx trading platform is? that real traders are still out there making life easier.. to those looking for legit professional trader should contact Her and start living the life you ever dreamt of, because… forex trading is real. Though my first trading experience with Gabriella Donald took me two weeks before i was enable to make withdrawals into my bank account which was amazing, here is Gabriella Donald details. Email:Gabrielladonald540@gmail.com

Caterina Okuno

Dec 31, 2021 Report

Tamara was professional and kind throughout my entire financial planning journey. Tamara and her team were patient, responsive and affirming. I have great strategies for my super, my insurances and personal investing that will see me through to the future. Highly recommended!

Lucy Carr

Nov 14, 2021 Report

When I turned 40 I felt it was time to look into my financial situation, because prior to that moment in time, I was blissfully ignorant in my belief that my super was working hard for my future retirement. Tamara and her team provided me with an empowered sense of awareness of my current and future financial potential and wellbeing, and made the whole process seamless thanks to excellent communication and hassle free streamlined processes. I highly recommend anyone who is seeking guidance and professional expertise in navigating this important step in 'adulting' to contact Tamara and her team

Eamon Dandy

Nov 13, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
Tamara offers an easy, stress free service and always provides the best advice with my needs a priority. She is helpful, efficient and has top knowledge in her field. She has made every procedure simple and effective. Highly recommend!

Akeem Olanrewaju

Nov 11, 2021 Report

DR EMU WHO HELP PEOPLE IN ANY TYPE OF LOTTERY NUMBERS It is a very hard situation when playing the lottery and never won, or keep winning low fund not up to 100 bucks, i have been a victim of such a tough life, the biggest fund i have ever won was 100 bucks, and i have been playing lottery for almost 12 years now, things suddenly change the moment… i came across a secret online, a testimony of a spell caster called dr emu, who help people in any type of lottery numbers, i was not easily convinced, but i decided to give try, now i am a proud lottery winner with the help of dr emu, i won

Linda Miller

Nov 08, 2021 Report

Tamara and her team helped my husband and I sort out our super and gave us so much peace of mind that we will be able to retire which we hadnt thought possible. We are so grateful to Tamara as we were very unsure what to do with our super. It was surprising very easy for us thanks to the knowledge and professionalism that we were shown. We highly recommend this service to anyone looking to better secure their financial future.

M. B.

Oct 21, 2021 Report

Positive:Professionalism,Responsiveness
Tamara and the team were great to deal with and took care of all my financial planning needs in an efficient and streamlined way. Excellent communication the whole way through the process and a hassle free experience. Thanks Tamara and team! - Matt