My job is to help you ensure that you accomplish your goals and get stuff done!
This all starts with meeting with you, understanding what drives you, what you’re hoping to achieve, what keeps you up at night and formulating a strategy/road map that will get you from A to B and assisting you with what needs to be done to elevate your life.
Having a Diploma of Financial Planning, Bachelor of Financial Advising, a Masters of Financial Planning and a SMSF Specialist advisor certification under my belt, I have an arsenal of tools and expertise to help you enjoy and bring you closer to living your best life!
When I’m not doing any of the mentioned above, I’m no stranger in the kitchen as I love to cook, learn and discover new recipes. I’m also an enthusiast and practitioner in the martial arts in particular, Muay Thai and Brazilian Jiu-Jitsu. I’ve also got a young dog named Neji who thinks play time is all the time.
I highly recommend Tim Velasco to anyone needing financial advise. I have no regrets in dealing with him over the years. He responds and corresponds to queries with utmost professionalism.
Tim is awesome. But I figure you need more than that.
I've had the please of receiving Tim's advice for the last 5yrs now I think. He understands where I'm at financially and what my needs are. His advice is clear and concise which allows me to make the best decisions with my superannuation and insurance. And in part flows onto budgeting and other aspects which can affect the lifestyle and financial security everyone wishes to achieve.
Tim has assisted me when a former employer was not making superannuation contributions and his advice and guidance invaluable in resolving the issue swiftly and without too much grief for either party.
It's comforting to know Tim is only a phone call or an email away. Thank you Tim for the man you are a credit to yourself, your family and the people like myself who can rely on to assist with our financial security and future financial security.
Thank you Tim you're a champion.
As someone who knows Tim as an exceptional financial adviser, I am truly impressed by his level of knowledge and expertise in the field. Tim is a highly educated and well-qualified financial adviser who goes above and beyond to help his clients achieve their financial goals. What sets Tim apart is his ability to simplify complex financial concepts and explain them in a way that is easy to understand. He takes the time to listen to his clients and understand their unique financial situations, and he provides personalized recommendations that are tailored to their specific needs and goals. In addition to his technical expertise, Tim is an excellent communicator and educator. He is patient, attentive, and always willing to answer questions and provide guidance. He truly cares about his clients and is committed to helping them achieve financial security and peace of mind. If you are in need of financial advice or planning services, I highly recommend Tim as a trusted and knowledgeable adviser. He is a true asset to anyone looking to improve their financial well-being.
Tim has always been available for us when required and has answered our questions or gone away and found the information we need as soon as he is able. He is always friendly and cheerful and we are confident that he has the knowledge and ability to always advise us on what is the best way to manage our interests.
I was a bit late to the party understanding my super and how to make it work better for me. Thank goodness I met Tim. He has made what previously was too confronting and confusing into me being actively involved in better managing and preparing for my retirement. Tim has a way of explaining things so you get it and he has a genuine interest in helping you. Would highly recommend Tim.
- Adviser status Bronze
- Number of reviews 13
- First year providing advice 2015
- Years of experience 8
- Master of Financial Planning
Freedom Finance Australia QLD WealthBrisbane Club Tower 12, 241 Adelaide St
Brisbane City, QLD 4000
- 8:00am – 6:00pm Monday – Friday
- In person
- Video call
Wealth Trail Pty Ltd