Established in 2006, Tilea Wealth Financial Services is a financial planning firm specialising in the provision of professional strategic advice to help you grow, manage and protect your wealth to ultimately achieve your long-term financial goals and lifestyle objectives. We specialise in assisting those clients who are small business owners and medical professionals (including allied health).
We will take the time to understand your individual situation, needs and objectives and then, working alongside you, we will develop a financial plan which will help you achieve those aspirations. Importantly, your financial plan will not be pre-packaged. Every client’s situation is unique and your financial plan will be tailored to ensure you make the best use of your financial resources now and in the future. We are privately owned and have our own AFSL providing the freedom to choose products to support financial planning strategies from a broad range of product providers and importanlty without any institutional interference.
I have worked with Tim Hall for approximately 12 years. At first, I was hesitant to take the advice of any financial planner however over time I have learned how important it is to have good planning. Tim has provided some very good products with a diverse range of options which has saved me considerable cash. Tim is consistently thinking of better ways to assist me to achieve my financial goals and has certainly provided great support. Tim has also provided a number of very flexible insurance products to protect my family and me. The only thing that I could have done better would have been to engage a well-recognized financial planner such as Tim and his team a lot earlier in my life.
Tim has been my adviser for many years. He provides comprehensive advice in an easy to understand way. When it came time to make a trauma insurance claim, Tim and his team dealt with everything and I didn’t need to speak to or deal with the insurance company once. I received my insurance payout within a number of weeks of meeting with Tim in relation to my claim.
Tim provides professional advise tailored to our specific requirements and is constantly reviewing our changing situation and revising policies and recommendations to suit. I have found him very thorough and goes through specifics in a way easy to understand so that we can make informed decisions. I have recommended him to numerous friends, family and work colleges and will continue to in the future.
Tim is a first class advisor with exceptionally high customer service and genuine care for his clients. I have been receiving advice from Tim since 2005 and would not consider going anywhere else. He has always been responsive to my needs and I have no hesitation in recommending him to anyone needing assistance with their financial planning, insurances and more.
Tim and his team have provided excellent advice and support for us in many areas from personal to business. We are very happy with the professional service provided and we would highly recommend Tim and his team to our family and friends.
- Adviser status Platinum
- Number of reviews 18
- First year providing advice 2006
- Years of experience 17
- Master of Commerce (Financial Planning)
Tilea Wealth Pty LtdUnit 405, Darin Centre, 633 Logan Rd
Greenslopes, QLD 4120
- 9:00am – 5:00pm Monday – Friday
Tw Licensee Services Pty Ltd