M: 0488 335 500
How can I help you?
1. Financial Strategy Advice
2. Wealth Management Advice
3. Superannuation Advice
4. Retirement Planning Advice
5. Tax-effective Investment Advice
6. Estate Planning - Wealth Transfer strategies
7. Family Protection through Personal Risk Insurance Advice
If you are a busy professional or contemplating retirement and would like to find out more about my services then reach out today for a 15 minute chat.
A good financial adviser will deliver you far more value than the fee you actually pay! The typical amount of time it takes to prepare your statement of advice is 20 hours and this costs on average $5,500. If you are young and starting out, or need help starting over again after divorce, we can negotiate a percentage based fee which can be deducted from your recommended investments and/or superannuation over time.
I have now been with Tristan for more than 10 years, initially being introduced to him whilst with St George. I then followed him as he moved out on his own. Tristan has really helped me embrace an appropriate level of risk that has seen my assets grow beyond what I could have ever achieved on my own. Tristan's advice is proactive and always suited to my situation. He is available to answer questions and address any concerns I might have. And it's not all business. There is always time to have a chat about the latest wines we have enjoyed.
Tristan has given me advice in managing my super and assisted with retirement questions when asked. Tristan explained things to me very clearly and made certain I understood the advice he was giving. Tristan has a wealth of knowledge that he continually shares. I have every confidence that the advice given is right for me. A great asset for me is that Tristan has made himself available when I needed advice which is a great asset.
I feel Tristan has always had my best interest at heart to ensure that for my future retirement I will be well placed. Tristan has always been upfront and honest and has provided advice and assisted me for many many years with insurances and investments that suit me. Aside from the yearly review, Tristan is always in regular contact to keep himself up to date with any changes in circumstances. Tristan provides full care and attention when I need it.
Tristan has been advising us financely for many years now and I trust his advice and judgment extremely highly. A very professional advisor with broad experience. We were first introduced to him when he worked for St George and we moved to him when he set up his own company and have never regretted it.
I have been a client of Tristan’s for several years now. From the outset I felt confident that he understood my financial goals and plans for retirement. Tristan is always proactive with his advice and excellent knowledge of financial opportunities. Each year when we sit down to plan the year ahead his wisdom and suggestions are very important. The newsletter is a great way to keep clients up to date on market trends. Tristan and Donna always make me feel valued as a client.
- Adviser status Silver
- Number of reviews 9
- First year providing advice 2003
- Years of experience 20
- Certified Financial Planner (CFP)
Griffin Financial Services Pty Ltd24-26 Kent St
Millers Point, NSW 2000 121 Boomerang Dr
Glossodia, NSW 2756
- 9:00am – 5:00pm Monday – Friday
Fortnum Private Wealth Ltd