What We Do

Cash Flow

Understanding your spending pattern provides one of the foundations to building a successful long term strategy.

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Investments

Investments need not be complex and need not be worrying.
 

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Superannuation

We help you make the decisions suitable now to build your super for the future.
 

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Insurance

Having the right amount of money going to the right people at the right time is the key to a suitable risk insurance plan.
 

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Business Succession

Planning to get the most out of your business to support you in retirement, or the effective structuring in the event of an unplanned exit.

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Estate Planning

Planning for the effective transfer of wealth and trying to avoid the taxation, family law and other ramifications to leaving money.

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Who We Help

Starting Out

You are establishing and building your career and perhaps starting a family?

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Family Comes First

Things are exciting and hectic and we want to help you secure what you have.

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Empty Nesters

Achieving a comfortable lifestyle and thinking about managing your future?

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Business Builders

Your career has taken a tangent and you are building your own business.

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Life After Work

Retirees get very busy very quickly pursuing things that they want to do.

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VALUED FEEDBACK

  • "We have known Jason for many years and are very happy with his advice and service. Jason has helped us increase our Age Pensions while reducing some of the costs of our retirement savings. We would be happy to recommend Jason to anyone wishing to improve their investment portfolio."

  • "Tim Bone has been helping us with strategic advice over a number of years. The advice has focused on us and how our needs can best be met in the future. He cares about what we are doing, is forthcoming with practical ideas and has really helped us focus on the things that matter to us."

  • "We were introduced to Tim approximately 15 years ago when we were seeking professional advice and guidance for our Self Managed Super Fund... In that initial meeting Tim established the basis for our long association by providing in a relaxed, professional but businesslike manner the clarity required for the direction of our SMSF... We have complete trust in his advice and guidance not only for us but our daughter who recently completed a review with Tim."

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What is Financial Planning?

For us at Three Chairs Financial Services, Financial Planning is simply the process of finding out where you are currently placed financially, identifying goals and objectives that you wish to achieve, developing a strategy or path to follow to get there and then monitoring your progress along that path given the numerous external impacts that will occur in your life.