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Testimonials

TGFS Financial Planning

Anne McGeady
Having sold my house and currently renting I was at a loss as to how to invest my money safely and wisely and at the same time deal with Vet Affairs. All of this has been taken care of for me and I feel confident that my financial affairs are in the best hands. Trent listened to what I wanted and I respect this.

Anne McGeady

Joan Stevens
We travel a great deal & Trent has been exceptionally reliable dealing with Centrelink on our behalf.

Joan Stevens

Kon, Heidelberg
What I like most about TGFS is the personalise and prompt service Trent is able to provide. This includes tailoring financial advice and products according to my changing financial needs and circumstances. I would highly recommend Trent and TGFS to anyone looking to reassess and establish a solid financial plan.

Kon, Heidelberg

Joanne Haines
Thank you for looking over the 2 superannuation policies I had, and helping me sort out my finances, as things have changed now that I am completely self employed. Not only will I have more money when I retire, but you changed my Superannuation Beneficiary to my children, as it was still going to my ex husband. I thought a new Will had covered this, but apparently not. You have also arranged everything simple, and easy to suit me and my life style. Thank you for your time and hard work, you have managed to put a big part of my life in order, you have given me peace of mind, looking after me in retirement, and the boys if I should pass away. I have no hesitation in recommending you to my family and friends.

Joanne Haines

Click here to download Client Experience Survey 2015 ico