Tailored Lifetime Solutions

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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 Financial 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.

Group dinners, weekends away, the shout that's twice your budget. It's an awkward thing to talk about.Two things that he...
17/10/2026

Group dinners, weekends away, the shout that's twice your budget. It's an awkward thing to talk about.

Two things that help. Suggest the plan yourself sometimes, so it's somewhere you're comfortable. And practise a simple line: 'That one's not in my budget this month, but I'm in for the next one.'

Real friends don't mind. And you'll notice how many people are relieved someone said it.

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

Budgets that ban everything tend to collapse within a month.A better approach: pick two or three things that genuinely m...
14/10/2026

Budgets that ban everything tend to collapse within a month.

A better approach: pick two or three things that genuinely make your life better and keep spending on them. Then be ruthless about the rest, because it's usually the things you don't care about that eat the budget.

You end up with more of what you want and more in savings.

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

Shame is the reason so many people wait years before asking for help with debt. By then, the options are fewer.Interest ...
13/10/2026

Shame is the reason so many people wait years before asking for help with debt. By then, the options are fewer.

Interest rates, timing, illness, a business that didn't work out. Most debt has a story behind it that has very little to do with character.

When you're ready to take charge of your finances, we're here.

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

Rego, insurance, Christmas, school fees. None of them are unexpected, yet they always seem to land at the worst time.Add...
10/10/2026

Rego, insurance, Christmas, school fees. None of them are unexpected, yet they always seem to land at the worst time.

Add up your yearly total, divide by your pay cycle, and move that amount into a separate account each pay. In this example it's about $212 a fortnight.

It turns the scary bills into a transfer you barely notice.

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

Progress with money is slow and mostly invisible, which makes it easy to give up on.Marking the small wins keeps you goi...
09/10/2026

Progress with money is slow and mostly invisible, which makes it easy to give up on.

Marking the small wins keeps you going. Which one are you closest to right now?

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

An important milestone was reached in the last week, with James Connellan receiving his Masters of Financial Planning at...
03/10/2026

An important milestone was reached in the last week, with James Connellan receiving his Masters of Financial Planning at Deakin's Graduation ceremony.

James has worked tirelessly to combine work and study and this is a fantastic result for his hard work.

Well done from the Team at TLS.

Protecting your income, or protecting your family's security and lifestyle with income protection is all about peace of ...
30/09/2026

Protecting your income, or protecting your family's security and lifestyle with income protection is all about peace of mind.

We have access to a host of competitive insurance products and will guide you through the process.

Find out how.


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

Unless you've used a financial adviser before, you may wonder what we actually do. Essentially, we help hard-working peo...
29/09/2026

Unless you've used a financial adviser before, you may wonder what we actually do.

Essentially, we help hard-working people plan ahead and create their ideal lifestyle – of ultimate security, freedom and choice.

We help our clients define exactly what they want to achieve, and then work out a realistic plan to help them make it happen.

This can comprise of investing, insurance, retirement planning, and budgeting – it all depends on their unique situation and what they're hoping to achieve.

And no, financial advice is not reserved for the uber wealthy! Get in touch today for a no strings consultation.


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

It's never too early to start planning for your retirement. We help hard-working people set themselves up for their idea...
28/09/2026

It's never too early to start planning for your retirement.

We help hard-working people set themselves up for their ideal retirement.

Get in touch to understand your options.


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

If you'd like to feel more in control of your money, and make sure you're on track to achieve your big goals, here are f...
27/09/2026

If you'd like to feel more in control of your money, and make sure you're on track to achieve your big goals, here are five fundamental ways to get started:
- Make a budget
- Save and invest
- Manage your debts
- Have an emergency fund
- Protect your credit score

Good money management is one of life's greatest skills, and not one we're taught in school.

Where did/do you get your finance-related education from?


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

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