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At TMC Financial Solutions Pty Ltd we offer a range of services that will help plan your future and beyond.

  • Build your Wealth and Assets

Wealth accumulation can be for everyone. Whether your wealth goals are short term, long term, simple or complex we can assist by developing the investment strategy to suit your circumstances. We will review your position using our knowledge and experience to help determine the best wealth creation strategy for you. These may include:

  • Superannuation
  • Managed Investments
  • Gearing and Debt management
  • Other

  • Protect your Wealth and Assets

The most important asset to protect is you. However, not many people realise this. If you have then we believe you are on track to protect everything that you have worked so hard for. Wealth and asset protection is more than just insurance. It is about ensuring that you have the right type and level of cover to suit your individual circumstances. We will work with you to ensure that your wealth and asset protection plan is customised to your situation and that it is affordable for you. An insurance plan may include:

  • Income Protection
  • Total & Permanent Disability
  • Critical Illness/Trauma
  • Life

  • Plan your Retirement

It doesn't matter if you are just starting out in your working life or almost about to retire, almost everyone needs a retirement plan. This is to ensure that when you reach retirement, you know that you will have sufficient funds to allow you to maintain your lifestyle. No matter where you are at your stage in life, we can work with you to ensure that your investments are structured and organised to best achieve your lifestyle goals. We can also assist you with;

  • Transition to retirement
  • Reviewing your Centrelink pension, payment and benefit entitlements

  • Centrelink

Many Australians are eligible for Centrelink benefits. If you are, how your finances are organised can affect your level of benefits. Having assistance in this area of social security can be an integral part of many people's financial plan. We can help you maximise the entitlements available to you.

  • Strategic Planning

One thing you can be sure of is that your circumstances will change over time. You may get married, if unlucky you may get divorce, if really lucky remarry to the right one, have children, change employment, win Lotto, or even inherit an unexpected sum of money. Irrespective of what happens in your life, it is important you have a financial plan that can be amended to incorporate all the different directions that life will take you. We can help you make this happen today.

For further information on how we can assist you. Please send us your enquiry by visiting our Contact Us page.

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Quality services

Quality services

Quality services

The information contained on this website is general in nature and does not take into account your personal situation.
You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

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