Goal Setting
TFS recognise that clients of different ages and demographics have varying financial needs. Your financial goals and objectives are defined by personal circumstance and TFS generate your plan with this in mind. If you are unsure of the direction your finances could take, then allow TFS to outline your options. Alternatively, if you or your family want to make a annual holiday your priority then let TFS show you how to make this happen.

Your plan
Once you have established a set of goals for your financial future, TFS will construct a plan detailing how you can achieve your objectives and in what time frame. This plan will be explained to you personally, free of charge and obligation. TFS realise that unplanned expenses will always arise; therefore your plan is designed in a flexible manner allowing you to adjust your finances when you
need to.

Wealth Protection
Along with planning for and building your wealth, TFS offer a range of insurances to ensure that your finances are protected.

Types of insurance that you could consider to safe guard your finances:

• Life Insurance
• Income Protection
• Total and Permanent Disablement (TPD)
• Trauma Insurance

If you would like to discuss or find out more about the Wealth Protection services TFS has available, please contact us on (08) 9382 2288 or email info@tailormadefs.com.au.