About Three Chairs Financial

It starts with our initial meeting. This is no meet-and-greet. It’s an in-depth conversation where we ask the right questions to learn about your situation and your priorities — then work with you to clarify your goals.

As a heads up — this process often reveals that your real goals are quite different from those you might have initially thought. It’s also your opportunity to ask us lots of questions.

In this high-value session you can expect to receive substantial benefit. As such, there is an upfront fee of $500+GST. We believe that if you’re serious about securing your future and building a lasting legacy, then we should be too. We work hard to deliver great value, we listen actively and intuitively to really get to the essence of what you’re all about and we’re completely up front with you about how we can help and what it will cost.

We firmly believe that the best solutions are simple solutions. Just because what we’re doing for you is important doesn’t mean it has to be complicated. On the contrary, the best solutions are the simple ones. Easy to understand and, with our help, easy to implement.

Once we have clarity on your goals and agree to help you reach them, then your goals become our goals too. We work together to reach them, side by side, shoulder to shoulder. Collaboratively. That’s how a successful partnership works.

‘I get a real buzz from the look on client’s faces when the “tumblers” all click into place; the joy as they realise that we can help them meet their goals.”

Tim Bone | Principle/Managing Director