During such a busy time in life — it’s important to keep one eye on the future. That’s where Three Chairs can help, developing a bespoke plan that factors in your day-to-day lives as well as your long term ambitions.
Who | 30s – 50s potentially with a young family looking to manage the needs of right now against the hopes and securities of tomorrow.
When you’ve got so much going on, it’s hard enough to take a moment for yourself, let alone a moment to think about your future! But, the earlier you make a plan — the bigger impact it can have.
At Three Chairs we’ll help you get a clear picture of your finances in order to understand your cashflow, savings and the impact any potential unforeseen events can have.
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.
