Retirement is one of the biggest moments you can have in your professional and personal life. But, everyone’s different. Some seek to make the transition in one fell swoop, others in stages. However you wish to retire — we’re here to help.
Who | Typically 50+ individuals, actively thinking about retirement and when might be the best time to make the transition
When it comes to your retirement, a good plan can make all the difference. Before making the transition, it’s important to understand the impact it will have on your finances. That way you can start dreaming big with a little more certainty.
At Three Chairs we work with clients to put a complete financial retirement plan in place — giving you a better idea of your financial future and the best way to make it happen.
When it comes to creating a real, viable financial plan — our streamlined process ensures every decision aligns with your unique needs.
We start by understanding your financial goals and aspirations.
We develop a tailored strategy that aligns with your vision and finances.
We work with you to put your financial plans into action.
Regularly reviewing plans and progress to help keep you aware and on track
Our initial meeting is much more than an introduction — it’s an in-depth session to understand your situation and uncover what truly matters.
It’s also your chance to ask us anything.
With a $500+GST upfront fee, we’re committed to delivering real value and complete transparency from the outset.
Wherever you are in your financial journey, we’re here to help you move forward with confidence.
TJP Private Client Services Pty Ltd T/A Three Chairs Financial Services is a Corporate Authorised Representative of Personal Financial Services Ltd ABN26098725145, AFSL 234459, Level 6, 88 Phillip Street, Sydney NSW 2000.
