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Tailored Lifetime Solutions

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Surrey Hills, VIC
Tailored Lifetime Solutions

At Tailored Lifetime Solutions we provide you with peace of mind and help make your financial dreams Why select Tailored Lifetime Solutions? ABN 54 106 840 180.

Our aim is to provide individuals, families and businesses with tailored financial solutions that meet our client’s current and ongoing needs throughout their lifetime. Our team consists of qualified professionals who bring extensive financial planning experience to help us tailor our advice and services for you in a range of financial areas. We pride ourselves in being different than other Financ

ial Planners, in particular with our Financial Roadmap offering. We will work with you to tailor a solution to:
• Provide peace of mind in knowing that you are on track to achieve your goals and objectives
• Be your chosen financial partner
• Simplify areas of advice given to help you better understand
• Make it easy to deal with us
• Assist you in all areas of your financial needs

Tailored Lifetime Solutions is an Authorised Representative of AMP Financial Planning. AFS Licence No 253098

This webpage contains general information only and does not take into account your objectives, financial situation or needs. Therefore, before relying on this information, you should consider your own personal circumstances and seek professional advice. Please click herehttp://www.tdls.com.au/images/fscg/fscg.pdf
to find out more about our financial advice services.

18/07/2026

Who remembers receiving $20 in a birthday card from a relative? Or maybe it was $5 or $10, depending on how far back we’re talking.

And whether you’d already spent it in the time it takes to receive an extra-long hug from THAT Aunty, or you’d deposited it straight into your savings account with THAT bank, or you’d invested it into your latest and greatest money-making venture – there’s a good chance that those same money habits are with you today.

If you have young people in your life, have a think about how you can help them develop a good relationship with money, because as we all know: old habits die hard.

What are your favourite ways to help children understand money?

https://www.tdls.com.au/

16/07/2026

Here are five questions to help you choose the right financial adviser:

- What are your qualifications and experience?
Make sure you choose a financial adviser who is qualified and has the necessary experience to provide you with sound advice.

- What services do you offer?
Look for an adviser who can provide a range of services, including financial planning, investment advice, and whatever else you require.

- How do you get paid?
It's important to understand how your adviser gets paid and confirm their interests align with yours.

- Can you provide references or testimonials?
Ask for feedback from previous clients to get a sense of the adviser's track record.

- Do you understand my financial goals and risk tolerance?
Choose an adviser who takes the time to understand your unique financial situation and works with you to develop a plan that meets your needs and goals.

https://www.tdls.com.au/

14/07/2026

Estate planning is an essential part of any financial plan. Here's what to consider:
1. Creating a will: A will is a legal document that outlines your wishes for the distribution of your assets after your death. It is essential to have a well crafted will to ensure that your wishes are followed.
2. Establishing a trust: A trust can help you manage your assets during your lifetime and distribute them according to your wishes after your death. It can also potentially help minimise tax implications.
3. Taking out life insurance: Life insurance can provide financial support for your loved ones.

Of course, a social media post is no match for getting expert advice from a qualified adviser.

Get in touch today to understand your options.

https://www.tdls.com.au/

12/07/2026

Insurance is about protecting what and who's important to you.

We'll never know when an accident, illness, or death could upend our lives.

Appropriate insurance can provide a safety net during life's most difficult moments.

Contact us for an obligation-free conversation.

https://www.tdls.com.au/

10/07/2026

Feeling overwhelmed by your finances?

Our team is here to help you take control, with tailored advice that makes understanding money management simple and achievable.

Let’s set you on the path to financial confidence and independence today!

https://www.tdls.com.au/

08/07/2026

Your retirement goals are as one-of-a-kind as you are.

Where you want to be tomorrow depends on the steps you take today.

That’s why we work closely with you to design a personalised retirement strategy tailored to your needs.

Our goal? To ensure you enjoy a secure, comfortable lifestyle during your golden years.

Ready to take the first step? Let’s start planning your future today.

https://www.tdls.com.au/

27/06/2026

If you're feeling overwhelmed by multiple credit card and loan repayments each month, debt consolidation may help.

It can be a way to combine all of your outstanding debts into one manageable loan, with a single monthly payment and – potentially – a lower interest rate.

This can help you save money on interest, simplify your finances, and get you back on track to clear away any bad debt.

But a word of caution: Debt consolidation needs to be done the right way, otherwise it can end up costing you more.

Reach out to our team to discuss your options.

https://www.tdls.com.au/

26/06/2026

Ever get to payday and think ‘Phew!’

If your money seems to go MIA, then get in touch for a judgment-free chat about how to get in control.

There are some excellent ‘set and forget’ tools you can implement in no time. Trust us, being in charge of your money is so much more rewarding than wondering where your money goes.

https://www.tdls.com.au/

24/06/2026

Income protection is one of the most customisable insurance products available, which means the version you have might look very different from the version you need.

A 90 day waiting period sounds manageable until you're three months into a recovery with no income.

A two year benefit period sounds long until you're diagnosed with something that takes longer to recover from.

The structure of the policy matters just as much as having one. Reach out to us and let's review yours to make sure it's fit for purpose.

https://www.tdls.com.au/

22/06/2026

So, you’ve been working hard, clocking up some overtime, getting serious about your side hustle, winning more clients, or slowly climbing the corporate ladder.

Your salary is healthier than ever, yet it’s not as though you’re saving, investing, or donating more.

Where has it gone?

Think gym memberships that never get used, extra streaming services that aren’t needed, more meals out.

The antidote? A budget!

Who's tried a budget that hasn't stuck? Who loves budgeting? Who can't think of anything worse?

https://www.tdls.com.au/

Address

Level 1, 609 Canterbury Road
Surrey Hills, VIC
3127

Opening Hours

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

Telephone

+61398510300

Website

http://www.tdls.com.au/

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