About Us

We have Certified Financial Planner® Professionals who specialise in areas including: Retirement Planning, Self Managed Super Funds, Superannuation, Investments and Aged Care.

Formed in 2002, Tailor-Made Financial Services was created with a vision, to help clients Enjoy today by Planning for tomorrow! As such, our client service offering focuses on providing Tailor-Made solutions built on and continuously adjusted to meet your lifestyle goals. We listen to what you want, to understand how you wish to live your life, and in turn provide trusted and ongoing service that helps you achieve your lifestyle goals. At Tailor-Made Financial Services we care about the outcome. With such a simple yet strong commitment to listening and caring about the needs of our clients, we’re able to put together realistic financial goals with financial strategies that work. Whatever the goal, we help make it happen.

Tailor-Made Financial Services is independent, impartial and unbiased because we:
a) Do not receive commissions for the advice we provide or in the event we do, we rebate the commissions in full to our clients; and
b) Are 100% privately owned and no product issuer or provider has any stake in the ownership of the organisation.

We have Offices in Milton (Mon-Fri), Wollongong (by appointment), Batemans Bay (by appointment), Bowral (by appointment) and Sydney (by appointment).