Three Chairs Financial Services, operated by TJP Private Client Services Pty Ltd, is a family-owned business dedicated to providing valuable financial advice for a fixed fee. Led by experienced Financial Planner Tim Bone, the team focuses on Small Business Succession Planning, Strategic Retirement Planning, and Superannuation services. With a practical approach and a Certified Financial Planner accreditation, Tim aims to bring clarity, control, and collaboration to clients’ financial journeys.
The business philosophy of Three Chairs Financial Services revolves around understanding clients’ unique situations and tailoring personalized strategies to secure their financial futures. The team, including Evan and Rheanna, is committed to helping a diverse range of clients, from young professionals to retirees, achieve their financial goals. By offering transparent fixed fees based on the complexity and value of advice, the business ensures clients have a clear understanding of the services provided.
With a strong emphasis on providing value and building long-term relationships, Three Chairs Financial Services prides itself on delivering professional advice with a down-to-earth approach. Chelsea, the newest addition to the team, brings a wealth of experience from the Aged Care industry and contributes to maintaining a harmonious work environment. Through a focus on client satisfaction and positive outcomes, the business aims to empower individuals to make informed financial decisions and secure a comfortable lifestyle for the future.