About Us
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Transit Financial Planning
At TFP our business goal is, to provide affordable quality financial advice within an ethical, professional and trusted business environment.
We provide our professional services to help you protect you and your family, plan for your future and, as appropriate, to build a legacy. This is achieved via sound strategic planning, investment recommendations, portfolio management, superannuation, estate planning advice and implementation through estate planning specialists, as well as personal insurance advice.
We believe all Australians should have access to financial advice and that the cost of that advice should be affordable and be commensurate to the complexity of the advice being provided.
We are advocates of the Financial Advice Services and Education Standards (FASEA) and have embraced all education requirements and advice standards.