Helping you reach your potential.

Financial advice to help you manage, grow and protect your wealth.

Stress Less.
Take Control.
Plan Ahead.

A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future.

It’s leaving a legacy for the next generation.

At Tend Financial Planning we help you get control of your money so you can live life on your terms.

How can we help?

Get started & set up your family

You want to buy your dream home, expand your family and grow your wealth.

What we do

We develop tailored step-by-step financial strategies and help you make informed decisions about your money.

Superannuation

Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.

Insurance

Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.

Debt Management

Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.

Retirement Planning​

Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.

Estate Planning

We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.

Aged Care

It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.

Your local financial partners

  • We show a genuine interest in you and then spend the time listening and learning about you and your family
  • We help you to understand what is important to you and your goals
  • We explain and educate you on concepts and strategies clearly, confidently and simply
  • Then we take a proactive approach and provide regular, ongoing advice that is transparent, honest and reliable
  • We make ourselves available when you need support
  • We keep you focused and on track towards achieving your lifestyle goals

Our financial planning process has been created in a way that makes seeking advice simple, rewarding and invaluable.

With the backing of our licensee Consultum and with access to a network of specialists in a broad range of Financial Services, we act as your adviser, coach, educator and project manager for all your financial needs. We are more than happy to work with the existing specialists whom you already deal.

5 Steps To Mastering Your Money

In this free ebook we share 5 important steps to help you be the boss of your money.

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Prepare for tomorrow, make the most of today.

Insights

Kind words from our clients

View our latest newsletter and register to receive the latest financial and lifestyle articles.

Jane Brown

Head Accountant

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