True Journey Financial Planning, founded in 2014 by Tamara Gillman, is a leading financial planning firm based in Brisbane, Australia. Tamara, a Certified Financial Planner®, is dedicated to building lifelong relationships with clients and providing a personalized and caring approach to financial guidance. With over 10 years of experience in the finance industry, Tamara serves as a “Personal CFO” to families, professionals, and small business owners across the country. The firm’s holistic and tailored approach to financial planning ensures that each client’s unique situation is taken into account, setting them on the path towards financial freedom and their dream lifestyle.
Anthony Sanapo, the Co-Founder and Investment & Portfolio Manager at True Journey Financial Planning, brings a wealth of experience in wealth management and property investment. With a focus on creating investment portfolios that exceed expectations, Anthony stays updated on market trends and technical changes to provide clients with sound financial advice. The firm prides itself on not offering generic “packages,” recognizing that every individual has a different financial story and circumstances. True Journey Financial Planning believes that money is a tool to enable clients to live the life they desire, emphasizing lifestyle and family goals over mere financial gains.
True Journey Financial Planning’s philosophy revolves around understanding each client’s unique goals, ambitions, and life circumstances. The firm’s expert team members work closely with clients to develop personalized financial plans that align with their aspirations. Through regular meetings and ongoing support, True Journey Financial Planning ensures that clients are making progress towards their financial objectives year after year. By prioritizing client satisfaction and peace of mind, the firm remains accessible to address any questions or concerns that may arise, helping clients maintain their dream lifestyle and achieve their financial goals.