Tweed Financial Advice

Tweed Financial Advice At Tweed Financial Advice – Helping You Design A Lifetime Financial Plan Is Our Job. Seeing You Achieve Your Dreams Is Why We Do It. That’s why we are here.

Peter Wilson is the Principal and Senior Adviser from Tweed Financial Advice. Peter is an Authorised Representative (236044) of Advice Evolution, and has over twenty years of experience helping people from the Tweed, Gold Coast, Northern Rivers, and beyond, to realise their financial goals. At TFA we pride ourselves on building lifetime relationships with our clients based on mutual respect, hones

ty, integrity, diligence, and commitment. We understand that life is a journey with different stages and lots of twists and turns along the way. We use our knowledge and experience to help you plan for the future as well as be prepared financially for the challenges life may throw at you. Regular reviews are part of our strategy to ensure that your plan is up-to-date, relevant, and working effectively. We receive many referrals from our clients which we treat with the respect they deserve. We understand that by recommending TFA you are trusting us with your reputation with family, friends, and colleagues.

- All referrals are treated with the same integrity as our existing clients.
- There is no obligation required.
- Confidentiality is assured. If you know someone who could use our help, we would welcome the opportunity to invite them to have a free consultation to discuss their goals.

We hope everyone is enjoying the beautiful long weekend. We will be back in the office tomorrow.
11/06/2018

We hope everyone is enjoying the beautiful long weekend. We will be back in the office tomorrow.

We hope you have had a great start to the new year. Here are some shots of my hiking fundraiser challenge. With the hel...
23/01/2018

We hope you have had a great start to the new year. Here are some shots of my hiking fundraiser challenge. With the help of your genorosity I was able to raise $3800 for disadvantaged youth and the Future2 Foundation as a whole raised $28 000. Future2 supports organisations such as Byron Youth Services, Special Olympics and Lamp Inc which helps young people and families with mental health. It was a very mentally and physically challenging five days but it was all worth it for this great result.

Well all the hard training is done and Peter is off on his Mount Ann trek. Once again a big thank you to the generous s...
18/11/2017

Well all the hard training is done and Peter is off on his Mount Ann trek. Once again a big thank you to the generous supporters for helping out with his challenge for the Future2 Foundation. He was able to Blitz his target and with you has raised over $3600 for disadvantaged youth in Australia. Remember if you know of a non-for-profit group who help teenagers, let them know they can apply for a grant from the foundation.
If you would still like to donate to his challenge go to https://tasmanianchallenges2017.everydayhero.com/au/peter-s-future2-hiking-challenge

Congratulations Peter on Blitzing your Fundraiser Goal!! A big thank you goes out to the very generous Clients, Friends...
09/11/2017

Congratulations Peter on Blitzing your Fundraiser Goal!! A big thank you goes out to the very generous Clients, Friends, Colleagues and Family who so eagerly supported him. He is on the countdown now and has been busy with training and preparing. He will hopefully keep us posted along the way with updates.

Please show your support for Pete's Future2 Hiking Challenge's cause by giving through their Supporter page and sharing to spread the word about Future2 Foundation

27/09/2017

Please show your support for Pete's Future2 Hiking Challenge's cause by giving through their Supporter page and sharing to spread the word about Future2 Foundation

Congratulations Peter on signing up to Future2 Extreme Hiking Challenge!!Future2 exists to make a lasting difference in ...
13/09/2017

Congratulations Peter on signing up to Future2 Extreme Hiking Challenge!!
Future2 exists to make a lasting difference in the lives of those who need it most, giving disadvantaged young people a second chance and hope for a better future. Future2 reaches out to Financial planning professionals who have the passion, commitment and social conscience to help disadvantaged youth realise their potential, and help them into productive, secure and happy lives.
Follow Peter on his 5 day extreme hiking challenge in Tasmanian wilderness and help out with a donation if you can with the link below.

Please show your support by giving through Peter's Future2 Hiking Challenge's Supporter page and sharing to spread the word about Future2 Foundation

A lovely surprise for Sharon from a very happy client. Sharon discovered that a client had been over paying a premium ...
23/02/2017

A lovely surprise for Sharon from a very happy client. Sharon discovered that a client had been over paying a premium to a major insurance company, she persisted on following it through until back payments for premiums dating back to the year 2000 were refunded back to the client. A total of over $8000! Good work Sharon, its extra rewarding with this kind of appreciation from clients.

15/02/2017

Congratulations Peter, Well done.

15/02/2017

Address

Suite 25, Level 2, “Kingscliff Central” 11-13 Pearl Street
Kingscliff, NSW
2487

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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