Life hasn’t slowed down — you just have more time for the things you love! For most of us that means friends, family and a few adventures. At Three Chairs, we’re here to help your money go further.
Who | Typically 67-80 living a busy life, drawing down on their wealth while also looking to support their family.
Even in retirement, a good financial plan can make a big difference to your day-to-day cashflow and your legacy planning. We don’t know how much time we have, but at Three Chairs we work with clients to help you understand how your finances are impacted year-on-year.
Together, we can put the plans in place to do more with your money, while ensuring that children, grandchildren and loved ones are protected.
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.
