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TFG FINANCIAL SOLUTIONS

Published on Dec 16, 2015

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PRESENTATION OUTLINE

TFG FINANCIAL SOLUTIONS

Your Complete Financial Solution 

TFG is one of Australia's premier financial services organisations, offering a comprehensive range of services second to none, making us the
complete financial solution.

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Guiding Principles

We work best with clients who share common values with us.
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Being a member of the TFG team is more than just a job, it's being part of a culture that defines us and drives us to excel.
This is what our mission is based on and is the key to our success.

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Our Core Mission

To help our clients plan and achieve their financial and lifestyle goals.

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Maintain a hardworking but enjoyable culture with all team members being committed to TFG's ethics and values.

We are:

  • People Focused
  • Family Oriented
  • Forward Thinking
  • Technologically Driven
  • Very concerned about our community life
Photo by Ben Cooper

Key Values

Key Values to understand

  • Slow is smooth and smooth is fast
  • You are involved
  • Honesty is the best policy
  • When it comes to investing, it's for the long haul
  • An enjoyable lifestyle is very important
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Our Team

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We have an incredible team of loyal, dedicated, hard-working individuals, providing the highest level of professionalism & care.

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Our Advice Team

  • 7 Accountants
  • 3 Financial Advisers
  • 2 Mortgage Brokers
  • 2 Business Advisers
Photo by Alan Cleaver

Our Support Team

  • 2 Paraplanners
  • 2 Client Service Managers
  • 1 Marketing Manager
  • 3 Senior Administration Staff
  • 1 Office Support
  • 1 Reception Manager
  • 1 SMSF Administator
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Commitment to the World

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Giving beyond ourselves, helps keep things in perspective & our finances & possessions from becoming an all-consuming part of our lives.

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TFG Beneficial Foundation

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The purpose of this foundation is to provide TFG & clients the ability to make tax deductible contributions.
Investments into the fund are used for charitable purposes, both locally & internationally.

Compassion Australia

In partnership with TFG

We have a long-standing commitment to supporting & caring for children throughout the world who are living in poverty.

Project 100

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We have fun with our team

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Since 2004 TFG has competed in the Australian Corporate Games in basketball, squash, netball, tennis & running.

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Our Men's basketball team were the national corporate champions in 2005, 2007 and 2010

Annual Conference

In July & December each year we go away as a team to plan, grow together & have some fun.

Professional Affilliation

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Financial Advice

  • ISO:9000 - FP9000
  • Garvan Financial Planning
  • Financial Planning Association (CFP)
  • Quality Advice Programme

Mortgage Broking

  • Mortgage & Finance Association Australia (MFAA)
  • Finance & Systems Technology Pty Ltd(FAST)

Accounting

  • Chartered Accountants Australia & New Zealand
Photo by rococohobo

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