We help you improve your financial outlook and live your best life.

We appreciate all our clients are unique and have their own set of values.

Buying Your First Home

What does wealth mean to you?

  • Is it a feeling of fulfilment?

  • A portfolio of investments?

  • An opportunity to give up the 9-5 or choose your work purpose?

  • A life without money worries?

  • Or are you leaving a legacy for your family, community, or the world?

Your definition of wealth is at the heart of everything we do, and understanding your goals and objectives is our starting point in our journey together to create your tailored wealth plan. We will then guide you through significant life milestones and strive to achieve your long-term financial goals.

Our advice extends to areas of:

  • Superannuation / SMSF

  • Succession Planning

  • Investment Advice

  • Life and income insurance

  • Retirement planning

  • Estate planning

Basic

Intermediate

Advanced

MFAA_2021_National-Winner_REV_RGB_reg-fin-broker.png
MFAA_2021_State-Winner_REV_RGB_reg-fin-broker.png
accredited-behavioral-finance-professional-abfp.png
chartered-retirement-planning-counselor-crpc+(2).png
mfaa-non-full-member-colour.png
15-Year-Circle.png

Hear what our clients say

  • "Re financing my home, after divorce, was made a lot less stressful with the help of the entire team. They helped me understand every step of the process. I wouldn't hesitate to recommend TVFS to anyone making major financial decisions. Very special thanks to Tamara!"

    TVFS Client

  • "TV financials helped us so much to buy our first home! Even though COVID-19 put a spanner in the works they made it work and I am so thankful they are so professional and helpful. "

    TVFS Client

  • "Just so grateful to have James help us with guidance on what best options were for us. And how supportive he has been with every step of the way."

    TVFS Client

  • "Thanks so much for all the work you guys put in! Would not of happened if it wasnt for your team."

    Keith Finley

  • "We can't thank TV financial enough for their exceptional customer service and help in achieving our financial goals. The team always go above and beyond and we will definitely be using them in the future."

    TVFS Client

  • "Tamara and company offered and delivered perfect service when it came to securing our first Mortgage. We certainly wouldn't hesitate to recommend their services."

    TVFS Client

  • "James and the team at TV Financial went above & beyond to assist through the whole purchasing journey. They provided expert advice to all queries that we had and made the process completely stress free. Thank you again."

    TVFS Client

  • "My husband and myself would like to thank ALL of the TV financial team, you have helped our dream turn into a reality, something we both put into the too hard pile. From just being married with no savings and in debt to being debt free and helping us get our first home!"

    TVFS Client

  • "Can't fault your service, James is so professional, extremely efficient and relatable! We had a fantastic experience with James and the whole team at TV financial, highly recommend you guys!"

    TVFS Client

  • "We can't thank TV financial enough for their exceptional customer service and help in achieving our financial goals. The team always go above and beyond and we will definitely be using them in the future."

    TVFS Client

  • "Tam, James and the crew provide friendly country service and were extremely efficient and knowledgeable in their field, providing sound and timely advice. I can highly recommend."

    TVFS Client

  • “Outstanding team providing exceptional financial services, including mortgages. Nothing is ever too much trouble. I would strongly recommend.”

    Sally Grandy

  • “On behalf of the Ravensthorpe Community Resource Centre, I would just like to say a very big thank you to yourself and Jesse for being a part of our Wellness Weekender event. This was a perfect addition and helped us create an event that had something for everyone.”

    Ravensthorpe Community Resource Centre

Contact us for a discussion and see if it’s right for you.

BOOK A CALL