Tim Manwaring

Eureka Whittaker Macnaught

Silver

4 Yrs Experience

Sydney, NSW 2000

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Tim has worked in financial services since 2017 and has experience in superannuation, insurance, retirement funding and investment advice.

Whilst Tim has the aptitude to provide advice in all of the above areas, he specialises in providing pre-retirement advice to individuals and couples aged between 50 to 65 who are looking to ensure they are appropriately positioned to live the life they want in retirement.

He has completed a double degree in Commerce and Applied Finance – Professional Accounting, a Graduate Diploma of Financial Planning. He was recognised as the first Professional Year graduate to also become a Certified Financial Planner (CFP) in June 2023. With his strong attention to detail and focus on delivering excellent outcomes for clients, Tim’s career is progressing quickly.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Tax Strategies
Growing Assets
Wills & Estates

Following an initial discussion, our first step is 'Discovery' ($550). Discovery is a professional, great value, general advice step.

4.25 July 2024

We met with Tim to discuss our retirement. Tim was very professional and easy to communicate with. He listened to our needs and provided us with clear information and expert financial advice regarding our superannuation and retirement goals. We would highly recommend Tim to anyone wanting financial advice. We look forward to continue working with Tim.

5.00 July 2024

It was clear from the beginning that Tim was highly professional in his knowledge of the subject, and was able to explain complex ideas and plans very succinctly. He was calm and detailed in his advice, which was extremely helpful.

5.00 July 2024

Tim listened very carefully to our needs and requirements and set up our super and income stream accordingly. Easy to communicate with and professional in all aspects of his advice.

5.00 October 2023

Tim is the ultimate professional and has a wealth of financial knowledge. He is very swift to communicate when contacted re queries. Tim has assisted my husband and I for many years with our superannuation and retirement goals and I would highly recommend Tim as a Financial Planner.

5.00 October 2023

Tim is very knowledgeable and takes the time to explain some of the complications of financial planning. He has always been a true professional. He has taught me quite a lot and also has great advice.