Our philosophy is to establish long term relationships with our clients based on trust and respect. As a trusted advisor, we aim to ensure our services are relevant, timely, and communicated to clients in a manner that contributes to the decision making process.
The key to achieving your dream retirement lifestyle is planning.
That's it. Planning. It's simple, and with our help, you have the power to make that time of your life whatever you want.
If you have already retired, or retirement is looming, it's time to start preparing now. By listening to you, understanding your lifestyle choices, your health options, and your overall financial position, we will plan for you to reach your and enjoy retirement with calmness and peace of mind.
There are a number of benefits when it comes to self managed super funds: greater flexibility, more investment choice, a sense of control and ownership, not to mention the freedom it offers as a retirement funding option. However, to get the most out of a SMSF and its fees, a minimum amount to invest is taken into consideration.
TBT Consulting SMSF Specialist Advisers can help you with:
It's your life, your retirement, and your dream. Our exceptional level of personal service means that you can feel confident in achieving that particular lifestyle that suits only you.
You can trust that the advice you are given from our well qualified financial team will give you confidence and assurance for your future. We have advisers that are accredited SMSF Specialist Advisers with the Self Managed Super Fund Association.
This accreditation is only available to professionals who aspire to excellence in SMSFs in terms of expertise, ethical standards and compliance.
Our SMSF Specialist Adviser – Josh Howard – has demonstrated this through assessment of criteria such as experience, education, quality, practice and application.
Have total peace of mind knowing that your existing SMSF, or the new one you want to establish, will be managed by competent and recognised professionals.
Principal, Chartered Accountant
Principal, Chartered Accountant
Principal, Chartered Accountant, SMSF Specialist
Accountant
Principal, Financial Adviser
Principal, Chartered Financial Analyst
Financial Planning Support
Financial Planning Support
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