I am a firm believer that if you fail to plan, you plan to fail.
My goal is to work with clients to simplify their finances and allow them to have the peace of mind knowing that I am working with them on their journey to achieve their dreams.
I am motivated to provide solutions that may improve their tomorrow.
We work on a flat fee model, which can be flexible to your situation now, as well as into the future. We appreciate the sometimes people just want to be put on the right track so they can go on their adventure themselves, while others may want a team behind them on the journey. All costs are discussed and agreed upon prior to any invoicing - we don't believe in cheeky hidden fees!
We had our first meeting with Tristan at the beginning of this year. Within a few months he had revolutionised both of our super accounts, reviewed and corrected our insurance policies, offered options for investing (which he then helped us implement) and found a clause in one of our insurance policies that enabled a substantial payout. He has consistently listened to our goals and aspirations and has worked tirelessly to help us get the future (short-term and long-term) that we want. We have had several in-person meetings, and we always look forward to talking with Tristan and never feel rushed during our meetings. We have zero financial literacy and Tristan has been very patient with us, explaining things very clearly! We would have no qualms in recommending Tristan, particularly as he does not have a 'one size fits all' mentality!
We have been BMM clients for most of our adult life. Tristan has prepared us for many of life’s storms. He has always provided us with solid advice and financial solutions that work for us and allow us to grow and build our wealth, whilst also protecting us from hardship. He is easy to talk to, great at communication and invests his time in us as clients and cares about us like friends.
We highly recommend Tristan and the BMM team.
Tristan provides a great service and he has the wealth of knowledge.
Highly recommend him for his services.
Tristan was recommended to me when I was looking to undertake a re-contribution strategy with my superannuation. As I was planning to retire and needed to know that my available funds were best placed for this, the brief with Tristan was extended to include a review of my financial position that would also allow me to maximise any available age pension payments. Living remotely in FNQ, all communication with Tristan was undertaken by either zoom meetings, email or telephone. Since engaging with Tristan three and a half months ago, communication responses have been prompt and he has always taken the time to explain proposals fully and answer any questions I had. Clear advice and guidance has been provided throughout, allowing all necessary changes to be put in place. Tristan has certainly made the process a great deal easier and given me confidence in the direction I have now taken.
Booked a meeting, told him I have time constraints. Sends me an email pushing back the appointment a week. Ok, not happy but ok. Comes the day of the meeting and guess who's a no-show? Tristan. Called him and the office isn't taking calls. It's TUESDAY?! If you use these guys you're not being looked after, nor will you be.
- Adviser status Silver
- Number of reviews 46
- First year providing advice 2015
- Years of experience 8
- Bachelor of Business (Finance)
Brisbane Money Management1131 Sandgate Rd
Nundah, QLD 4012
- 8:30am – 4:00pm Monday – Friday
- In person
- Video call
Radius Wealth Pty Ltd