Our Services
Investments tailored for you.
We help get you where you need to go
Its never too early to start planning for your future
Qualified, personal
advice just for you.
Appropriate financial advice is important at every life stage. Our financial advice is tailored to meet your individual needs. TCM financial planners can assist you to improve your present financial situation and make plans for the future – we are here to help you grow.
TCM offers a wide range of financial planning services including:
- personal wealth creation strategies
- direct equities or shares
- mortgage creation, review and reduction strategies
- asset protection via entity structure and insurance strategies
- centrelink help and advice
- superannuation strategies and advice including SMSF
- personal insurance both inside and outside of super
To ensure the quality of our financial advice, we ustilise the following strategies:
- all client advice is peer reviewed within TCM before being committed to a Statement of Advice (SoA)
- advice is continually being reviewed against industry best practice
- we believe a commitment to ‘appropriateness’ of advice through matching need with product, rather than product with need
- we hold regular investment committee meetings, both internally and with investment providers, to review all investments on the TCM Approved Product List (APL) in order to ensure that we understand a product and its application
Financial planning services are offered through Total Capital Management which is a separate business to TCM Accounting. Each business is solely and separately responsible for the advice they provide. In particular, Fortnum is only responsible for the financial planning services for superannuation, managed investments, personal risk insurance, shares and self managed superannuation fund investment advice provided by Craig Leibbrandt, Craig Cullen and Tony Nicol through Total Capital Management.
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