As the founder and director of True Journey Financial Planning, Tamara prides herself on forming lifelong relationships with her clients and taking a thoughtful and caring approach. Tamara provides financial guidance by being a "Personal CFO" to families, professionals and small business owners around Australia.
Anthony is our Practice Manager. He enjoys working on our investment portfolios and keeping up to date with technical changes in the market. Prior to founding True Journey Financial Planning in Brisbane, Anthony gained experience in wealth management with one of the largest financial institutions. Tamara was recommended to me by my mortgage broker and I have found her to be exceptionally professional, knowledgeable and extremely helpful.
Anthony is our Practice Manager. He enjoys working on our investment portfolios and keeping up to date with technical changes in the market. Prior to founding True Journey Financial Planning in Brisbane, Anthony gained experience in wealth management with one of the largest financial institutions. Tamara was recommended to me by my mortgage broker and I have found her to be exceptionally professional, knowledgeable and extremely helpful.
Services
Meet Us
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Every member of our team believes in providing truth and understanding with transparency to add to the financial choices you make everyday. We believe advice from an independent financial planner helps find the best solutions for you, without fear of compromise or conflict. Meet our team of motivated, experienced professionals who build each day to better the lives of our clients and to transform your financial journey.
Our Process
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To start, we'll begin with an initial consultation that will give us both a chance to make sure your situation and needs matches our expertise and services. If we both agree it's a good fit we'll move forward, if not we'll happily refer you to a few professionals we believe match your needs. Next, we'll send you a financial planning questionnaire, risk tolerance questionnaire, and document checklist to gather all of your financial information.
Retirement Planning
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It is never too early to start your retirement planning. In fact we encourage our clients to think about their retirement goals early on in order for us to help them achieve their desired lifestyle in retirement. The truth is, it is never too early to start your retirement planning. As a thank you for checking our services, we are giving you a FREE Retirement Guide.
Financial Planning
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We believe building a solid, long-term investment strategy tailored to your individual situation is integral to achieving your financial goals. True Journey Financial uses a personalised approach to develop a financial plan that is uniquely crafted for you. At True Journey we take a comprehensive, holistic view of financial planning, addressing the following areas to maximise your success of reaching your goals.
Superannuation Advice
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