PEOPLE WE HELP | tfc-financial

For over 25 years, TFC Financial has been helping individuals and families achieve their lifestyle goals. Yet even after all this time, there are still many people who face a financial future they are uncertain about, confused about how to fix, or even unsure where to turn for help. That’s why most of our new clients find us through an introduction from an existing client. We love to help friends, family and colleagues of our existing clients who might be in situations like…

WORKING HARD IN THE

FINAL RUN TO RETIREMENT

ENJOYING RETIREMENT

AND DON’T WANT TO WORRY ABOUT FINANCES

ENJOYING THE CHALLENGE

OF RUNNING A SMALL BUSINESS

FACING THE UNCERTAINTIES

OF OBTAINING AGED CARE ASSISTANCE

WANT TO BE DEBT FREE

AND FOCUS ON BUILDING A NEST EGG

NEEDING SECURITY AROUND THEIR INCOME

TO ENSURE THEY CAN PAY THE BILLS

MANAGING THE FUTURE

OF A FAMILY BUSINESS

PLANNING BETWEEN BUSINESS

PARTNERS AND OWNERS

If you ever feel there is someone who might benefit from a discussion with us, please contact your adviser to introduce them to us. We begin all introductions with an entirely free, no obligations Financial Health Check to determine if we are the right people to assist. And thank you for trusting us to assist your friends. See our Referral Policy below.

| Tel: (07) 4639 1399

REFERRAL POLICY

We believe that most people are more comfortable receiving financial advice from a business that has been referred by trustworthy family members or friends that vouch for it themselves.

At TFC Financial we encourage our clients to refer family members, friends and business colleagues who you think may need our help.

Our referral policy is outlined below:

All potential clients referred to us are treated on a no obligation basis. An initial introductory meeting with one of our financial planners is offered at our cost
We are delighted to meet with any referrals you make and we will let them know whether we can help them or not
We adhere to a strict Confidentiality and Privacy Policy with all existing and referred clients. We shall not discuss any client situation with any other client
We shall always contact referring clients and let you know as to whether we were able to assist the individuals referred

A referral to TFC Financial is typically done with a brief introduction either face to face, by telephone or email so that the introduced person expects contact from us.