Tristan Godfrey

Griffin Financial Services Pty Ltd

Silver
21 Yrs Experience
Millers Point, NSW 2000

M: 0488 335 500

E: tristan.godfrey@griffinfs.com.au

W: https://www.griffinfinancialservices.com.au

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.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

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.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 9
  • First year providing advice 2003
  • Years of experience 21
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Griffin Financial Services Pty Ltd

24-26 Kent St
Millers Point, NSW 2000
121 Boomerang Dr
Glossodia, NSW 2756

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306