Our Process

Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.

Step 1

Discovery Call

Let's have a quick chat to see how we can work together to help you achieve your goals.

Step 1

Step 2

Gather Data

We gather data about all aspects of your financial situation so we take a comprehensive look at your life and finances.

Step 2

Step 3

Financial Plan

We create a personalised financial plan that will serve as a roadmap towards your goals.

Step 3

Step 4

Implementation

We set your financial plan in action by implementing all your personalised strategies.

Step 4

Step 5

Support

There is no 'set and forget it' here. We stay in touch and review your plan based on major life changes or market factors.

Step 5

Get in Touch

Call (08) 8362 4555

Our Location

48 Fullarton Road,
NORWOOD SA 5067

Operating Hours

Mon - Thurs: 8.30am - 5pm
Fri - Sun: Closed

Tend Financial Planning Pty Ltd ABN 92 142 326 056, Corporate Authorised Representative (ASIC 352833) and its advisers are Authorised Representatives of Paragem Pty Ltd ABN 16 108 571 875 Australian Financial Services Licence 297276 | Level 7, 115 Pitt Street, SYDNEY NSW 2000 | Website: www.paragem.com.au | Tel: (02) 8036 6490

The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your personal objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial adviser to consider whether that is appropriate having regard to your own objectives, financial situation and needs.

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