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Home Lifestages Who We Are What We Do Fees and charges Contact Us Newsletter

We believe that the financial advice industry has become too focused on selling clients products. A financial adviser should do just that, advise. We want to provide our clients and their families with advice on important financial decisions that will affect their finances, potentially for the rest of their lives.

Our financial coaching sessions are focused on easy to understand, sound advice from someone that knows what they’re talking about. Each session includes a one hour appointment with one of our advisers which covers the basic information and allows you to ask as many questions as you like. These appointments are priced at a flat fee of $165 (incl.gst), a small cost that will help you prevent expensive mistakes, and help you get ahead in life.

Our financial coaching sessions include;


Buying a Car

Buying a car is one of the first times in your life that you will be looking at a serious financial decision and potentially borrowing money. How well you manage this debt can impact your credit history when you go to buy a house. This session covers;


Buying a House

Buying a home is still an ultimate goal for most Australians, and is likely to be the most important financial decision you’ll ever make. This Financial Coaching session covers;


Budgeting, Saving & Investing

The key to getting ahead in life is understanding how to run your budget, saving for a rainy and using investments to increase your returns. This Coaching session covers;


Understanding Superannuation

Although you might not be planning to retire for a long time yet, you need to remember that your superannuation is still your money, so make sure you understand where it is. This session covers the following topics;



Starting Tertiary Education

Starting at uni or TAFE can be a big decision, especially with the associated costs. This session helps you understand the big finance issues relating to continuing your education, including;


 

Becoming Self Employed

Deciding to go out on your own can be overwhelming and there are lots of things you need to think about. This session can help you understand the basics of what you need to start a business and the financial impacts of that decision.

Financial Coaching & Advice

The information on this website may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information. Accordingly, you should consider the appropriateness of any general advice we have given you, having regard to your own objectives, financial situation and needs before acting on it. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement before making any decision to purchase that financial product.





Tilley Financial Group Pty Ltd, ABN 17 058 240 403, is a Corporate Authorised Representative (No. 253394) of Aon Hewitt Financial Advice Limited. (Australian Financial Services License No 239183), ABN 13 091 225 642.  Brett Tilley is an Authorised Representative (No. 274414) and Lia Johnson is an Authorised Representative (No.471190) of Aon Hewitt Financial Advice Limited. (Australian Financial Services License No. 239183). Aon Hewitt Head Office: Level 33, 201 Kent Street, Sydney NSW 2000.

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