Connected Financial Solutions

How we can help

Connected Financial Solutions will work in partnership with you to thoroughly understand your circumstances, and then develop strategies to help you reach your goals.

These may include funding your children’s education, helping with tax planning, having enough money to live comfortably after retiring, insurance and estate planning.

Connected Financial Solutions can help you with a specific circumstance, such as starting a family, buying a house or managing an inheritance; a good planner can empower you to make the most of these situations.

Many of our clients at Connected Financial Solutions have formed a long-term relationship with us and see us as their coach to improve their financial performance and reach their potential.

The value of financial planning goes beyond dollars and cents – it can simplify your life and give you a sense of security and peace of mind about your current and future financial position.

Connected Financial Solutions Team

Connected because this business seeks to:

Bridge the gap that exists between traditional financial planning and mortgage broking services to offer a seamless single relationship point of control; and
Leverage off numerous strong relationships and business partnerships that have developed within the financial services industry over time.
As the principal of this new business, Tim is a senior financial services executive with a passion for customer experience and a strong track record in banking & wealth management over the past 25 years. This time in the industry has enabled him to refine superior client and relationship management skills including well-developed risk management and analytical skills. Tim holds a Bachelor of Commerce from the University of Melbourne, is CFP qualified and has been a member of the FPA since 2001.

Connected Financial Solutions seeks to reinforce through its CVP that it is a privilege to be involved in our client’s wealth management journey. Through partnership we will help our clients achieve a balance of what can be competing financial and lifestyle goals. We will strive to deliver high quality, relevant financial advice and solutions encompassing a real commitment to ongoing personalised serviceAll Rights Reserved Connected Financial Solutions | Connected Financial Solutions Pty Ltd (ACN 608 632 944) ATF Hammerdale Trust is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Ltd ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706

FSG: http://www.connectedfinancialsolutions.com.au/wp-content/uploads/2016/01/FSG-Version-10.01.pdf