Positive
Reviews above 3.0 stars
Negative
Reviews below 3.0 stars
Average
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About me
Aspire Planning was established to flip financial advice from the old mantra of "robotic" financial strategies to one that puts your Life Vision where it should be, at the core.
Our dreams and aspirations, if achieved, give us great happiness. Your financial plans need to support this objective.
Aspire Planning assists you in establishing your Life Vision and developing Financial Plans that align to it. Most of all it will empower you to Make it Happen!
Our Core Values
- We want Better, not just Bigger. Be the best you can possibly be!
- Life Vision motivates financial strategies.
- YOU are the driver, WE are the navigator.
- Be personal and accessible to our clients.
- You retain control of your financial decisions.
- Always provide high quality & appropriate advice in your best interests.
Authored by me:
Reviews
4.9
out of 5 starsJane
56-65 years old"Thanks Tim for your invaluable advice"
23 Dec 2020Simon
35-45 years old"Tim is a great adviser who genuinely cares about his clients. He takes the time to listen and does not push product. "
27 Nov 2020Patty
35-45 years old"We have a young family. Like many, transitioning from life as a couple to a family can be an unsettling (and wonderful) time.Tim has been a fantastic support to my husband and I. He has guided us through some very important decisions and transitions in our life with considered, caring and sophisticated financial advice. For my husband and I, we met with Tim to review our financial capacity, budgeting and super/life insurance policies. His advice has provided us with the confidence to make some good decisions and most importantly, he has provided us with a better understanding of our financial health and clear plan to meet the needs of our family :)"
27 Nov 2020Trevor
56-65 years old"Tim has done a complete review of my current situation and plan going forward into retirement. He explored a number of options for me and presented the scenarios in a way that I could understand and evaluate my options. This exercise has given me a better level of understanding of a number of things I partly understood and I have now selected the optimal scenario to move forward with the first phase. More steps to be taken in the future, will be back for more sounding out."
18 Aug 2020Megan
35-45 years old"Tim has helped us with planning our Wills and Estate documents, reviewing our income protection, life insurance and superannuation and we are looking forward to working with Tim on budgeting for the future as well as exploring investments. Tim is always quick to respond to inquiries and a pleasure to deal with. Highly recommend. "
12 Aug 2020karen
56-65 years old"We were very worried about our existing Super and felt we had exceptionally high monthly account fees. My husband and I attended yearly meetings which I found very confusing. We were recommended to Tim last year and explained that we wanted to change our self managed fund. He has been an absolute pleasure to deal with, explaining and answering all our questions in a clear fashion. Tim's knowledge and attention to our needs is exceptional and his ongoing care is greatly appreciated."
13 Jan 2020Videos
My Expertise
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Aged Care
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Budgeting
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Cashflow & Income
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Government Assistance
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Growing Assets
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Insurance & Protection
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Managing Debt
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Retirement Planning
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Self Managed Super Funds
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Socially Responsible Investments
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Superannuation
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Tax Strategies
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Wills & Estate
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Women's Finance
Key information
- Adviser rating
- Platinum
- Years Experience
- 12 Years
- Highest qualification
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Graduate Diploma of Applied Finance
- Industry Memberships
-
1 total
- Address
- Unit 13 328 Reserve Road
Cheltenham, VIC, 3192 - Location
Like to know more?
I'm committed to providing quality service and meeting your needs.
Ownership Structure
-
Company
Aspire Planning
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Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee
Affinia Financial Advisers Limited
-
Licensee owned by
TAL
My Qualifications
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Self Managed Superannuation Funds (SMSF) (2010)
Level of Qualification: Training / Exam / Other
Institution: Kaplan Professional
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Graduate Diploma of Applied Finance (2008)
Level of Qualification: Level 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution: Kaplan Professional
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Graduate Certificate in Financial Planning (2007)
Level of Qualification: Level 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution: Financial Services Institute of Australasia (FINSIA)
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Bachelor of Business (Banking and Finance) (2001)
Level of Qualification: Level 7 - Bachelor Degree
Institution: Monash University (MON)
My Memberships
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Association of Financial Advisers (AFA)
Level of Membership:
Practitioner Member
My Fees
- Personal Advice
- N/A
- Ongoing Advice
- N/A
- Details
-
Our clients really value our approach to fees. After our Initial meeting we provide you with a Cost Outline Proposal which considers the work you would like completed and proposed fees we would charge. We only charge a fixed dollar fee for this advice.
Like to know more?
I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
Jane
56-65 years old"Thanks Tim for your invaluable advice"
23 Dec 2020Customer opinions
Simon
35-45 years old"Tim is a great adviser who genuinely cares about his clients. He takes the time to listen and does not push product. "
27 Nov 2020Customer opinions
Patty
35-45 years old"We have a young family. Like many, transitioning from life as a couple to a family can be an unsettling (and wonderful) time.Tim has been a fantastic support to my husband and I. He has guided us through some very important decisions and transitions in our life with considered, caring and sophisticated financial advice. For my husband and I, we met with Tim to review our financial capacity, budgeting and super/life insurance policies. His advice has provided us with the confidence to make some good decisions and most importantly, he has provided us with a better understanding of our financial health and clear plan to meet the needs of our family :)"
27 Nov 2020Customer opinions
Trevor
56-65 years old"Tim has done a complete review of my current situation and plan going forward into retirement. He explored a number of options for me and presented the scenarios in a way that I could understand and evaluate my options. This exercise has given me a better level of understanding of a number of things I partly understood and I have now selected the optimal scenario to move forward with the first phase. More steps to be taken in the future, will be back for more sounding out."
18 Aug 2020Customer opinions
Megan
35-45 years old"Tim has helped us with planning our Wills and Estate documents, reviewing our income protection, life insurance and superannuation and we are looking forward to working with Tim on budgeting for the future as well as exploring investments. Tim is always quick to respond to inquiries and a pleasure to deal with. Highly recommend. "
12 Aug 2020Customer opinions
karen
56-65 years old"We were very worried about our existing Super and felt we had exceptionally high monthly account fees. My husband and I attended yearly meetings which I found very confusing. We were recommended to Tim last year and explained that we wanted to change our self managed fund. He has been an absolute pleasure to deal with, explaining and answering all our questions in a clear fashion. Tim's knowledge and attention to our needs is exceptional and his ongoing care is greatly appreciated."
13 Jan 2020Customer opinions
Debra
56-65 years old"Totally enjoyed an initial retirement planning consult with Tim to determine our position in that landscape. I felt surprisingly liberated and have since joined my husband in retirement. Now 12 months later, we’ll be touching base with Tim again to review."
08 Jan 2020Customer opinions
Martin
56-65 years old"We were introduced to Tim via Australian Super as we wanted to review our existing superannuation investments. Not only did Tim do the analysis, he provided the results and offered alternatives for us. After reviewing all the information, we decided to move our superannuation to one of the options that Tim provided. We are very comfortable and confident in dealing with Tim and Aspire and feel that our superannuation is now invested in a safe and growing fund."
02 Jan 2020Customer opinions
Trish
65+ years old"Tim has given me advice in areas including loan products, self managed super funds and managing debt. Tim was usually able to explain things to me in a clear way. Through Tim's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Tim's full care and attention when I needed it.""
30 Dec 2019Customer opinions
Judy
65+ years old"We went to Tim after being dissatisfied with our previous financial adviser whom we felt did not entirely have our interests at heart. Tim was highly recommended on the local Facebook hub. We have found him to be honest and attentive and responsive to our needs. We are very happy we made the change and look forward to working with Tim into our future. "
11 Nov 2019Customer opinions
Sarah
46-55 years old"Tim has been superb from the get go. He listens to your needs, provides great advice and is getting my affairs in order which is such a load off my mind. I know I am in expert hands and I trust him implicitly. I highly recommend speaking with Tim, he is professional, an obvious expert and is a great listener. "
06 Aug 2019Customer opinions
Sarah
46-55 years old"Tim has given me advice in areas including superannuation and Estate Planning."
09 Jul 2019Customer opinions
Georgina
56-65 years old"Tim helped us to review our finances and retirement plans. He was very knowledgeable and generous with his time, his explanations were really clear and we felt very confident with the advice he gave us. "
02 May 2019Customer opinions
Mark
56-65 years old"Tim has given us advice in various areas with a view to setting up our financial future. Angela and I found Tim easy to deal with and a terrific bloke. He spoke in easy to understand language and was very knowledgeable in all areas. We would have no hesitation in recommending Tim to our colleagues and friends."
25 Apr 2019Customer opinions
Sonya
46-55 years old"We have loved how practical Tim's advice has been and the tools that Aspire provide make everything so much easier to see. Tim has been accessible and as a woman, I have loved that he treats me as an equal in the financial planning for our family (this has not always been my experience)."
23 Feb 2019Customer opinions
Alan
56-65 years old"Tim was able to give us advice and reassurance as we move towards retirement. His welcoming personality made us feel at ease and built a feeling of trust and confidence. Whilst we are at the beginning of a relationship, we feel as though we have someone trustworthy that we can now turn to for advice as we take further steps into what is a new stage of our lives."
01 Feb 2019Customer opinions
Colin
56-65 years old"Tim has given me advice on the best way to set up a super pension and to reduce the risk level of my superannuation at this stage in my life."
25 Jan 2019Customer opinions
Karen
46-55 years old"It’s been great becoming clients of Tim. He fully understands what our needs and wants are and he provided us with solid advice. We really appreciated that he didn’t try to sell us something which he felt we didn’t need at this stage in our lives. He’s easily accessible through phone, text or email and he follows up issues promptly. "
23 Jan 2019Customer opinions
Christine and Ziad
35-45 years old"Tim is able to explain things in a clear way! Through Tim’s knowledge and experience we feel very confident that the advice given was right for our needs. We usually receive Tim’s full care and attention when we needed it . "
27 Oct 2018Customer opinions
Rob
56-65 years old"I was introduced to Tim thru my superannuation fund. I have had several appointments with him regarding my transition to retirement, and have at all times found him approachable and interested in providing me with the necessary information and tools for a smooth transition. My wife and I feel very comfortable that Tim has explained all the steps, and his guidance will make this next stage of my life financially secure and comfortable for us. "
17 Oct 2018Customer opinions
Trent
35-45 years old"We were recommended to Tim from a friend of ours and so far we cant be happier. Tim has given advice in personal insurance, superannuation & estate/will and has gone straight to work in implementing things that we should have had in place with other people years ago. In the very near future we will be getting advice in other areas of Tim's profession. Highly recommend "
29 Aug 2018Customer opinions
Mandie
46-55 years old"Very grateful to have been put in touch with Tim. We finally have some clarification and direction with our finances. He's a friendly, down-to-earth guy who really helped put our mind at ease with his expert knowledge and ability to simplify everything. Can't recommend him highly enough! In fact I've told family and friends about him already."
13 Aug 2018Customer opinions
Maria
65+ years old"Helpful and understanding able to explain all our requirements and needs."
09 Aug 2018Customer opinions
Adelaide
35-45 years old"Happy to provide this later."
08 Aug 2018Customer opinions
Bennett
Under 35 years old"Tim was a pleasure to work with. He has helped my partner and i get focused on achieving our financial goals and made it simple and easy to understand. Tim was very considered with his advice and gave us space and time to make the right choices for our finances. "
17 Jul 2018Customer opinions
Stephanie
Under 35 years old"Tim has been great with the support he has provided my partner and I over the past few months and for me I have now been a client of Tim's for almost 4 years. His advice will have a great impact on our future. "
17 Jul 2018Customer opinions
JOHN
65+ years old"WELCOMING & FRIENDLY. KNOWLEDGEABLE. ENLIGHTENING. ENSURES SAVINGS ARE USED FOR BEST RETURN. "
04 Jun 2018Customer opinions
Paul
56-65 years old"For some one who was unknowingly drowning with my old super fund Tim has been able to turn around a very negative situation into a positive."
01 Jun 2018Customer opinions
Sheena
56-65 years old"Right from the very first phone call I made to Tim he has always been very generous with his time. He has explained clearly and in depth all the intricacies relating to aged care. I was hesitant to spend the money on getting advice but am really pleased that I did. Sheena 3111"
22 May 2018Customer opinions
Stuart
46-55 years old"Tim was thorough, explaining each element carefully and ensuring that I understood the alternative choices and their respective impacts on the family and our finances. "
22 May 2018Customer opinions
Lucy
46-55 years old"We really enjoyed working with Tim on our estate planning. Everything was managed swiftly and explained really well, despite it being quite a complex undertaking. And under time pressure he delivered what was promised. I would definitely use Tim in the future and would happily recommend him to friends."
17 May 2018Customer opinions
Adam
35-45 years old"Tim is knowledgeable, super diligent, has thorough and timely follow-up, extensive network and above all is a fantastic person with a great family. "
15 May 2018Customer opinions
Stewart
Under 35 years old"In a fast paced world where time is valuable, we really appreciated the time that Tim took to understand who we are and what we wanted to achieve. Tim explained complicated financial concepts in a manner which made them easy to understand, best of all we could see how the advice was tailored for our current circumstances & fit for our future lifestyle plans"
13 Apr 2018Customer opinions
Carmen
56-65 years old"We wanted the best for mum & Tim advised us accordingly. No question we threw at him was too difficult. "
29 Mar 2018Customer opinions
Jenny
Under 35 years old"Tim was extremely professional, approachable and took the time to really understand what our current situation was. He helped us develop some goals, and guided us towards them with approapriate advice. I would highly reccommend him and look forward to attending his dream catcher program later this year. "
28 Mar 2018Customer opinions
Graham
56-65 years old"At first we were a bit sceptical of Tims' high rating on this site but after working with him he is worth the rating."
28 Mar 2018Customer opinions
Greg
65+ years old"We are new clients but Tim has been extremely helpful with a future strategy for our SMSF. We look forward with dealing with him in the future as he understands our situation and has excellent product knowledge."
28 Mar 2018Customer opinions
Rachael
46-55 years old"Working with Tim has been a great experience, he clearly understood our needs, answered all questions and provided sound advice. We left with a clear plan for managing our finances for the future, would definitely recommend to others"
29 Dec 2017Customer opinions
Nicholas
35-45 years old"Tim understands that balance between financial security and actually living your life. His approach to advice centres around life goals and how to set up a secure financial framework to support it."
06 Dec 2017Customer opinions
Kyra
35-45 years old"Tim is an excellent communicator. We feel confident that he understands our needs and tailors the advice he gives us knowing our goals. "
05 Dec 2017Customer opinions
Ward
Under 35 years old"Tim was fantastic in explaining the cover types for a layman and extremely professional with his follow-ups and responsiveness. Would highly recommend."
25 Sep 2017Customer opinions
Nicole
35-45 years old"Tim's professional and "above and beyond" service has impressed us for years. The addition of new services in the form of will preparation, has also been invaluable to us, and made an easy task of getting our will made. We can't recommend Tim or his professional services highly enough."
21 Sep 2017Customer opinions
Marion
35-45 years old"Tim's professional handling of the application process was easy and efficient. His customer service was very personalised and is one of high quality. Would definitely recommend Tim."
28 Aug 2017Customer opinions
Melanie
35-45 years old"We are new clients and found Tim and the team to be extremely helpful, patient and very knowledgeable with our needs. I can highly recommend Tim ... Thanks again ! Melanie & Daniel Wood "
22 Aug 2017Customer opinions
Ruth
35-45 years old"Tim is friendly, approachable and easy to talk to. He has guided us through the process of planning for our family's future and financial investment. His holistic approach to financial planning suited us perfectly as he took the time to understand our situation, help us figure out what we want and need and then plan accordingly."
22 Aug 2017Customer opinions
Prue
35-45 years old"Tim has helped us understand our financial situation and provided many helpful tools for us to plan our future with less stress."
22 Aug 2017Customer opinions
Nellie
35-45 years old"Highly recommend Tim, outstanding service, really listens to you as a customer thus implementing strategies to help you not only realise but to reach your goals. "
01 Jul 2017Customer opinions
Ben
35-45 years old"We have always found Tim to be very personable and easy to deal with. His advice has always been spot on and he has been very responsive to our ever changing needs. We'd like to make special comment on the recent Dream Catcher program that we participated in which was a fantastic and very valuable way of mapping out and understanding our true life goals. I couldn’t recommend Tim and the Dream Catcher program highly enough."
29 Jun 2017Customer opinions
Carolyn
56-65 years old"Tim is always pro-active in managing our affairs and I have recommended him to several of my close friends who are also very, very happy with Tim's service"
28 Jun 2017Customer opinions
Graham
65+ years old"Tim and the team with their knowledge of the industry give us the confidence to make financial decisions in our retirement."
27 May 2017Customer opinions
Robert
65+ years old"Tim devised a new strategy for my allocated pension, and explained details in a concise and friendly manner."
13 Apr 2017Customer opinions
Peter
35-45 years old"Tim and the team cut through noise and made a complex issue seem very simple. The listened to what we wanted and didn't try to sell us stuff we didn't need."
13 Apr 2017Customer opinions
Kristina
35-45 years old"Tim was excellent. He listened to what I needed and delivered products that would meet those needs. He and his team filled in all the pesky paperwork, which was a load off of me, and made what was intimidating and potentially time consuming a streamlined and positive process."
10 Mar 2017Customer opinions
Robert
46-55 years old"Thanks Tim for your unbiased advice. We finally feel confident that our Super is in safe hands and look forward to working with you in the future. "
29 Jan 2017Customer opinions
Daniel
35-45 years old"Tim has been a breath of fresh air with with layman's terms of explaining the strategy behind our financial planning. I would certainly recommend Tim & Aspire to anyone looking for an adviser."
18 Jan 2017Customer opinions
Tracy
35-45 years old"Thanks to Tim at Aspire Planning we now have direction, security and peace of mind about our financial future. The Dreamcatcher has really highlighted what together we are trying to achieve."
24 Nov 2016Customer opinions
Shannon
35-45 years old"Tim has been a great support with organising my future plans, he is very professional and explains all information in a clear and understanding way. I look forward to working with him in the future. "
17 Nov 2016Customer opinions
Louise
46-55 years old"Tim is a very approachable person , easy to communicate with and understands the products he is taking about."
17 Nov 2016Customer opinions
Gregory
35-45 years old"Tim has always been proactive and has followed up with endurance when I have proved less available. He has ensured that tools for managing personal finances and insurance have been made available. "
16 Nov 2016Customer opinions
Tina
35-45 years old"I have always been very pleased with the advice and planning services provided by Tim. I am confident our best interests are top of mind when developing strategies. "
09 Sep 2016Customer opinions
Marg
65+ years old"I have found Tim to be very helpful and has excellent knowledge to help in many aspects of finance.His advise has benefitted me greatly and has taken away a lot of the worry and stress I was experiencing before receiving his advise."
15 Aug 2016Customer opinions
Erin
Under 35 years old"Tim is honest, straight forward and to the point. Will go the extra mile to make sure he is able to offer the best advice and service. He is flexible and willing to work in with your schedule and requirements."
12 Aug 2016Customer opinions
Damien
Under 35 years old"Tim is fantastic. Make it easy to understand things I have no idea about. Wouldn't hesitate recommending him in a second."
12 Aug 2016Customer opinions
Carol
46-55 years old"Tim is professional and knowledgeable. I felt comfortable with the information that he provided. He is always available to lend a helping hand."
09 Aug 2016Customer opinions
Kelly
46-55 years old"Tim is absolutely fantastic! He's very knowledgeable re. all aspects of his field and is extremely personable and efficient. My partner and myself wouldn't hesitate for a minute to recommend him to others. He's helped us clear some hefty debt and helped us set-up insurance and protection for our family since our small business has become our household income. Plus recently he has supported us through filing a critical illness claim for breast cancer."
18 Mar 2016Customer opinions
Justin
35-45 years old"Tim has always been very professional and provided extremely useful and detailed information for our specific circumstances. His ability to adapt his experience and skills to be able to explain relevant details to us is one of his strengths. I would have no hesitation in recommending Tim to any of my family or friends."
19 Jan 2016Customer opinions
Anthony
56-65 years old"I think Tim proves he can help others in the finance sector ..in explaining unfamiliar but important material to those like myself with little knowledge in this area ,and guiding us towards a satisfactory investment I will recommend him to others for sure."
26 Oct 2015Customer opinions
Suzanne
46-55 years old"Tim was recommended to me from friends and I found him to be very informative. He made the whole process easy to understand as well as being a compassionate person."
21 Oct 2015Customer opinions
Pauline
65+ years old"Tim has always appealed to me as my financial advisor because of his diligence, integrity and his warm personality. He explains financial operations in a way which is understandable to that client and makes extra effort to ensure that his customers are clear about how their financial affairs are sitting. He is a modern advisor in that he cares about making changes to improve the often contrary image of financial planning."
16 Sep 2015Customer opinions
Stephanie
years old"I highly recommend Tim. My partner and I are first home buyers and this time can be quite stressful. Tim has been such a great person to talk to about about any questions and concerns. He is approachable and understanding with sound knowledge and advise. I could not recommend him highly enough."
10 Jul 2015Customer opinions
Adrian
years old"Tim is a very knowledgeable advisor, and is very thorough in his sessions with me. He is very easy to talk to and I enjoy discussing my investment requirements with him."
10 Jul 2015Customer opinions
Brendan
years old"Tim is very thorough and professional and he ensures that communication is clear and simple. Tim took time to look through our circumstances and make some considered recommendations in order to achieve the right balance of products."
10 Jul 2015Customer opinions
Kristy
years old"Incredibly impressed with Tim's knowledge and service. Great to deal with!"
10 Jul 2015Customer opinions
Ping
years old"With his genuine, personable manner, Tim takes the angst out of managing financial matters. He listens carefully and I'm in no doubt that he provides us with well considered, impartial financial advice. Tim is very approachable, relatable, trustworthy and an all-round decent guy. We're grateful to have been recommended to him."
10 Jul 2015Customer opinions
Kathleen
years old"Tim is a great financial adviser"
09 Jul 2015Customer opinions
Rachael
years old"Tim has been our financial planner for over five years, helping with all our financial advice including super, savings plans, planning and budgeting, and insurance. We appreciate his realistic and transparent approach, and feel confident that he understands our needs and will help us achieve our long term goals."
09 Jul 2015Customer opinions
Luke
years old"Tim is professional and very knowledgeable and I trust him to pass on good advice with my super and investments. I would recommend Tim to anybody who wants to get on top of their financial planning."
09 Jul 2015Customer opinions
Maria
years old"Tim is knowledgeable and can explain things to us in terms we understand. He takes the time to really listen and understand our circumstances and our aims. Tim makes suggestions based on his knowledge of us without being overbearing. Very happy with his personal service."
09 Jul 2015Customer opinions
Paul
years old"Tim just seamed to understand what our needs were as a young family and put into place all the relevant insurances to completely cover us should anything happen. This was all done to give us peace of mind but also strategically as to not impact on greatly on our disposable income. "
09 Jul 2015Customer opinions
Cec
years old"Very friendly and personable"
09 Jul 2015Customer opinions
Catherine
years old"Tim has been advising my husband and myself on Superannuation, investmentsfor and Incime Protection approx 10 years. We have been very happy with the advice and service he provided. "
09 Jul 2015Customer opinions
Mathew
35-45 years old"Tim is great to work with, very insightful and spends the time to understand my needs. Tim has always been very professional, Tim has always be very diligent and responsive to my needs and enquiries."
30 Apr 2015Customer opinions
Graeme
65+ years old"Tims advice was well thought out and readily understood. His follow up and feedback was very prompt. I am confident the strategy implemented will be beneficial."
09 Apr 2015Customer opinions
Talar
35-45 years oldN/A
08 Apr 2015Customer opinions
Richard
35-45 years old"Tim is very diligent in understanding our personal financial situation and goals. Based on that, he provides very sound and easy to understand advice for us to act on. I would recommend Tim to anyone requiring financial advice."
04 Mar 2015Customer opinions
Peter
35-45 years old"I have known Tim for a very long time and feel quite comfortable with him managing my portfolio. Tim also manages my parents portfolio. I have also recommended Tim to friends who have felt comfortable and have proceeded to deal with Tim. I highly recommend Tim and trust him with my investments. Keep up the great work."
03 Mar 2015Customer opinions
john
46-55 years oldN/A
02 Mar 2015Customer opinions
Sarah
35-45 years old"Its great having an advisor who listens to what I'm trying to achieve with my financial goals and then helps find ways the best ways for me to achieve them! "
18 Feb 2015Customer opinions
Dale
35-45 years oldN/A
18 Feb 2015Customer opinions
Graeme
56-65 years oldN/A
18 Feb 2015Customer opinions
Jason
Under 35 years old"Tim, has been great in managing and helping me understand all the ins and outs of my funds and finances. He is always more than willing to take the time to go through any financial questions or queries I might present him with."
18 Feb 2015Customer opinions
Peony
Under 35 years oldN/A
18 Feb 2015Customer opinions
Victor
56-65 years oldN/A
18 Feb 2015Customer opinions
Katie
Under 35 years old"Tim is very easy to communicate with and always available to have a talk to."
18 Feb 2015Customer opinions
Chris
46-55 years old"Tim is a very thorough, knowledgable & professional adviser who gave us good advice enabling us to add to and diversify our portfolio. "
18 Feb 2015Customer opinions
Bernard
35-45 years oldN/A
18 Feb 2015Customer opinions
Egidio
56-65 years old"we have known Tim for very long time . He is trustworthy and dependable . No issue to keep his service and/or recommend his service to our friends and relatives"
18 Feb 2015Customer opinions
Robert
56-65 years old"Tim has provided a way forward for me by setting up a TTR fund which meets my needs now and hopefully secures my financial future."
18 Feb 2015Customer opinions
Matt
35-45 years old"I could not be happier with this service. We are in very good hands with Tim."
18 Feb 2015Customer opinions
Gary
65+ years old"Excellent service with high level of integrity."
18 Feb 2015Customer opinions
Raymond
35-45 years oldN/A
18 Feb 2015Customer opinions
Stacey
56-65 years old"Tim is the perfect adviser for someone like me - I have no time nor inclination to fully understand the fiscal market and best options available to me,. Tim does the hard work, lays it out so I understand it and gives me options that are within my scope. I have absolutely no hesitation in recommending Tim to friends, family and colleges "
12 Feb 2015Customer opinions
Sally
65+ years old"I have been extremely happy having Tim Henry as my Finacial Adviser over the last 4 years. He has integrity and I have always trusted the advice and guidance he has given me."
12 Feb 2015Customer opinions
Greg
56-65 years oldN/A
11 Feb 2015Customer opinions
Peter
56-65 years old"I have known Tim for over 20 years. He's a friend first and an advisor second. Our wealth & comfort with our future has grown as a result of Tim's advice"
11 Feb 2015Customer opinions
Dawn
65+ years oldN/A
11 Feb 2015Customer opinions
killiana
35-45 years oldN/A
11 Feb 2015Customer opinions
Stacey
56-65 years old"Tim is the ideal advisor for my needs. He understands my limited knowledge of products and changes to laws that directly affect my portfolio to help me make the right decisions. Tim consistently goes beyond the minimum required deliverables to ensure I have a full understanding of my options and future directions. He is always available and responds in a affable and helpful manner. I have absolutely no hesitation in recommending Tim to friends, family and colleges. "
11 Feb 2015Customer opinions
Ivy
35-45 years old"He is extremely patient with our questions and enquiries. He listens and provides advise that is relevant to our needs, along with suggestions in other areas which he feels relate to the well being of our financial situations."
29 Oct 2014Customer opinions
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