Helping you reach your potential.

As I get older, the thought of retirement crosses my mind more and more – and the need to be “financially sound”. I hadn′t had any exposure to financial planners in the past and Kate Phillips made this process easy. The process was simple, the advice sound and well documented. Kate reviewed my current financial position, levels of superannuation, savings and investments and then looked at what my financial needs would be during my retirement. From there, a plan was designed to achieve my goals. It′s not an easy step to put away money now for the future, but with Kate′s expert advice, I now have a plan in place, goals set and a process for generating a retirement lifestyle I can look forward to. The plan is flexible to develop further as my financial situation changes over the next few years.

I am 100% comfortable with the protection and super that has been arranged on my behalf by Kate Phillips and her team at Tend Financial Planning. The team are approachable and continue to provide an efficient and easy to understand service. I appreciate the time that is always taken to answer my concerns at the drop of a hat and take comfort in the personalised service.

My husband and I really needed to organise our many superannuation funds, but it was one of those things that was put off for several years as ‘life’ just got in the way! Our accountant recommended Kate Phillips to us and we trusted our accountant’s judgement so we made an appointment. From our first meeting with Kate, we knew we would be using her services. She was friendly, professional and explained everything thoroughly in terminology we could understand. We felt confident that she was providing us with the correct information upfront and we would not be facing some nasty surprise one day in the future. We are very pleased with Kate’s recommendations for our superannuation funds, education fund for our children and Life Insurance policies. The help we received from Kate and Michelle has been invaluable. With the amount of products on the market to choose from and the amount of paperwork involved, there is no way we could have sorted our financial plans on our own. We highly recommend Kate to all our family and friends.

Kate Phillips has been looking after my family′s financial needs for 3 years. I′ve found her experience & knowledge to be first rate. Having moved to Australia from overseas. The transition of moving funds from pensions to superannuation has been seamless. I feel confidant of my financial security heading towards retirement. I have no hesitation in recommending Kate & Tend to anyone wanting first class advice & service.

As a female working in the medical field, I found that I have had little direction with financial matters. Tend has been fantastic in not only putting me in the right direction in many areas, including superannuation and investment, but also helping me discover and learn the necessary skills to remain on the best path. I highly recommend Tend, with its professional, expert as well as personable help.

Tend Financial has been a reliable source of sound financial advice for me, taking the worry out of my financial security. And for people with a busy lifestyle, are always ready and available to provide advice via phone, email, or in person- with flexible with appointment times!

Kate Phillips is highly astute and committed to providing professional, timely and accurate advice to her clients. I have frequently recommended Tend to my own clients who invariably remark on her commitment to service and her determination to maximise their financial returns.

Thank you for your honest and expert financial advise. Thanks to you, we now have a clear plan to see us into retirement and further.

We found Kate to be extremely helpful at putting the aged care process in terms that we could understand and gave us other options that we didn’t realise we had. We would highly recommend her to anyone else in our position.

We were not aware that so few financial advisers specialise in providing advice regarding moving into Nursing Homes. Your knowledge and experience in the area of aged care was obvious and very reassuring. It is now obvious to us that paying someone like you has actually saved our family a lot of stress, not to mention putting Mary in a better financial position. Working through the government regulations and the specific rules of the nursing home has been made much easier by your help and advice.