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How we Help

Our role is to help you answer life’s most important — and often most expensive — financial questions, such as:
  • When can I retire?
  • Will I run out of money?
  • Will my family be okay if something happens to me?
  • Have I made the right financial decisions?
We don’t shy away from the hard questions. We take the time to really listen, understand what matters most to you, and guide you through your options. Our aim is to give you clarity, confidence, and a clear path forward.
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Acting as Your Anchor

Managing your financial life often means working with many different professionals and organisations — accountants, solicitors, superannuation funds, insurance providers, or Centrelink. Coordinating between them can quickly become complex and overwhelming.

As your advisers, we act as your anchor point, bringing everything together. Our role is to:

  • Liaise with other professionals on your behalf, ensuring your affairs are aligned and working cohesively.
  • Provide clarity and consistency so advice from different sources supports your overall financial strategy.
  • Save you time and reduce the stress of coordinating between multiple providers.
  • Ensure no important detail is overlooked and that every aspect of your financial situation is considered together.

By being your central point of contact, we make sure you stay supported and connected to the right expertise when you need it — without the burden of managing it all yourself.

Does this sound like you?

Are you considering or preparing for retirement?

Retirement can be exciting, daunting, and overwhelming all at once. Often, when you start thinking about it, you’re left with more questions than answers. We’ll help you map out a realistic and achievable plan so you can enjoy retirement with confidence — not worry.
We can help by creating a tailored retirement roadmap that gives you clarity and peace of mind.

Are you already retired but don’t feel confident in your plans?

You may have already retired and wonder if its too late to do anything about your finances.  It is never too late to do a financial health check and start working with a financial adviser so you are not doing it alone and feel secure and supported for the years ahead.
We can help by reviewing your current strategy and making adjustments so you can feel confident in your financial future.

Are you building your wealth and want to protect it?

Whether you have a lump sum to invest, surplus cashflow to use more effectively, or a specific goal like funding education, the right investment plan is essential. Just as important is protecting what you’ve built. Life’s uncertainties — illness, injury, or the loss of a loved one — can place enormous financial and emotional strain on families. A good financial plan looks at the whole picture.
We can help by designing an investment and protection strategy that grows your wealth and safeguards your family’s future.

Have you received an inheritance and want to make the most of it?

Receiving an inheritance brings a mix of emotions—grief, confusion, and the pressure to make the most of this generous gift.  We understand the complex legalities and emotions of being an executor or beneficiary. We provide the guidance you need to honour the gift and make confident long-term choices that support your future security.
We can help by simplifying the financial decisions and giving you confidence your inheritance is used wisely.

Are you concerned about your financial stability after divorce, separation or loss?

Life’s unexpected turns can leave you managing finances alone for the first time. It can feel overwhelming, emotional, and isolating. We’ll be your trusted confidante and sounding board, helping you rebuild with clarity and confidence.
We can help by easing the financial burden and guiding you through practical steps to regain control.

Have your circumstances changed and you are worried about losing your Centrelink benefits?

Centrelink rules can be complex and confusing, particularly if you’ve sold your home or received an inheritance. We’ll help you understand your entitlements, plan for changes, and replace lost income if needed — so you can continue living the life you want.

We can help by handling the complexity of Centrelink on your behalf and ensuring you receive your correct entitlements.

Are you helping a parent or loved one and need support?

Caring for a parent or loved one is an act of love, but it can also bring stress, responsibility, and pressure on relationships. We can ease the financial burden so you can focus on what matters most — their health, happiness, and your own wellbeing.
We can help by managing the financial details so you can focus on your loved one, not the paperwork.

Client Experiences

“

TIFP may be the most professional, yet friendly company we have had the pleasure of dealing with - Informed, responsive, great communication.

KarenEdithvale
“

I have had excellent service, help and advice from Georgie - It’s been one less thing I’ve had to worry about in taking over Mums affairs. Very much appreciate the consistency and professionalism I’ve experienced.

KylieWonga Park
“

We have found Georgie and her team to be incredibly helpful in helping us achieve our financial goals - One of the best parts of Georgie’s service is that she is always eager to talk through our financial decisions, no matter how big or small they are. Having a sounding board to bounce ideas (and worries) off has really helped us to make good financial decisions.

Zach & StellaxMoorabbin
“

Georgie is a pleasure to deal with at all times, she understands our circumstances and ensures we receive quality advice - We recommend TIFP for thorough investment and retirement planning.

Neil & LynQueensland