Superannuation funds are not all created equal. Choosing the right fund is crucial for your retirement savings, but how do you know which one is right for you? What to consider in a super fund: – Fees: Are they competitive? – Performance: How has it fared over time? – Investment Options: Do they match your risk profile? Let’s compare your options together and make sure your super is supercharged! https://www.tdls.com.au/ #tailoredlifetimesolutions #valueofadvice #financialplanning #financialplanners #agedcare #agedcareplan #budgetingtips #melbourne
About us
Tailored Lifetime Solutions is a leading financial planning practice that commenced business in 1988. Our aim is to provide individuals, families and businesses with tailored financial solutions that meet our client’s current and ongoing needs throughout their lifetime. Our team consists of qualified professionals who bring extensive financial planning experience to help us tailor our advice and services for you in a range of financial areas. Why choose Tailored Lifetime Solutions? We pride ourselves in being different than other Financial Planners, in particular with our Financial Roadmap offering. We will work with you to tailor a solution to: Provide you with peace of mind Get you on track to achieve your financial goals and objectives Simplify the financial planning process to help you better understand your money matters Make it easy to deal with us Ensure you are adequately protected in the case that something happened to you Ensure all your financial needs are met and maintained. Areas we can assist We can advise you on: Superannuation Self Managed Super Funds Investments Retirement Planning Insurances Lending Contact Us To find out more or for an obligation free consultation please call our office on +61 3 9851 0300 or 1800 888 557 (Outside Melbourne).
- Website
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http://tdls.com.au/
External link for Tailored Lifetime Solutions Pty Ltd
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Balwyn East, Victoria
- Type
- Public Company
- Founded
- 1988
Locations
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Primary
Get directions
Level 1, Suite 8
385 Belmore Road
Balwyn East, Victoria 3103, AU
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Get directions
PO Box 4230
Balwyn East, Victoria 3103, AU
Employees at Tailored Lifetime Solutions Pty Ltd
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Lisa Fitzgerald
Certified Financial Planner at Tailored Lifetime Solutions Pty Ltd
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Jacqui Lademann
Financial Planning- Client Services
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Anthony Carbone
Operations Manager - Tailored Lifetime Solutions Pty Ltd
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Matt Cronin
Certified Financial Planner at Tailored Lifetime Solutions and Founding Director at Pat Cronin Foundation Ltd.
Updates
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Thank you so much for sharing your feedback, Vivian. ⭐⭐⭐⭐⭐ "Relying on the experience and expertise of financial planning professionals at Tailored Lifetime Solutions over many years now has given me great peace of mind that my financial affairs are in order, meeting my needs now and into the unknown future." https://www.tdls.com.au/ #tailoredlifetimesolutions #valueofadvice #financialplanning #financialplanners #agedcare #agedcareplan #budgetingtips #melbourne
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Effective budgeting is not just a cornerstone of good financial health; it's a tool that enhances your life by aligning your spending with your values and goals. While the idea of creating and sticking to a budget might seem restrictive, it actually brings freedom and clarity. Using tools like budgeting apps can simplify and automate the process, so it becomes something you barely have to think about. Being realistic about your spending habits and regularly revising your budget to reflect any changes in your situation can transform a budget from a constraint into a dynamic tool that supports your ambitions. Want help with crafting a life-enhancing budget? Get in touch today to get started. https://bit.ly/3VfW6qa #tailoredlifetimesolutions #valueofadvice #financialplanning #financialplanners #agedcare #agedcareplan #budgetingtips #melbourne
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Delving into the complexities of investing, insurance, and superannuation can feel overwhelming. Luckily, you don't have to go it alone. Our qualified advisers are equipped to demystify these crucial areas, ensuring you don't just stay afloat but thrive. Financial clarity awaits – schedule your consultation with our friendly team today! https://bit.ly/3VfW6qa #tailoredlifetimesolutions #valueofadvice #financialplanning #financialplanners #agedcare #agedcareplan #budgetingtips #melbourne
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"The best way to predict the future is to create it" Great reminder to put the work in now to create your ideal life and work! https://bit.ly/3VfW6qa #tailoredlifetimesolutions #valueofadvice #financialplanning #financialplanners #agedcare #agedcareplan #budgetingtips #melbourne
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Transitioning to aged care can profoundly affect your finances. From selling your home to handling accommodation deposits, every choice impacts your retirement plan. Don't navigate this alone – our financial advisors are here to help you understand and maximise your entitlements. Contact us to secure your financial future in aged care. https://bit.ly/3VfW6qa #tailoredlifetimesolutions #valueofadvice #financialplanning #financialplanners #agedcare #agedcareplan #budgetingtips #melbourne
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Retirement is closer than it may seem, and not something you want sneaking up on you! Start planning now with our proven financial planning process to define, fund, and enrich your retirement. From maximising super contributions to exploring passive income, we’re here to help. Book your comprehensive planning session and move towards your retirement goals with confidence and clarity. https://bit.ly/3VfW6qa #tailoredlifetimesolutions #valueofadvice #financialplanning #financialplanners #agedcare #agedcareplan #budgetingtips #melbourne
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