PRESENTATION OUTLINE
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.
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.
To help our clients plan and achieve their financial and lifestyle goals.
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
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
We have an incredible team of loyal, dedicated, hard-working individuals, providing the highest level of professionalism & care.
Our Advice Team
- 7 Accountants
- 3 Financial Advisers
- 2 Mortgage Brokers
- 2 Business Advisers
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
Giving beyond ourselves, helps keep things in perspective & our finances & possessions from becoming an all-consuming part of our lives.
TFG Beneficial Foundation
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.
We have a long-standing commitment to supporting & caring for children throughout the world who are living in poverty.
We have fun with our team
Since 2004 TFG has competed in the Australian Corporate Games in basketball, squash, netball, tennis & running.
Our Men's basketball team were the national corporate champions in 2005, 2007 and 2010
In July & December each year we go away as a team to plan, grow together & have some fun.
Professional Affilliation
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