At Three Chairs we’re here to help those starting their financial journey — by helping you better understand your finances and developing a bespoke plan to help you accomplish your goals moving forward.
Who | 20s – 30s typically approaching or considering their first significant financial decision; for example getting married or buying a home.
Don’t underestimate the importance of thinking about your financial future early on — putting the right financial foundations in place can make a real difference.
At Three Chairs we help clients by understanding your hopes and aspirations against where you are right now — reviewing your cashflow. We’ll also look at improving your Superannuation and some of the ways you could divest your assets, like investing.
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.
