Financial Planning

Welcome to Tanner Jordan Wealth

At Tanner Jordan Wealth, we believe that everyone deserves a secure financial future. Whether you’re an individual, a family or a business. Tanner Jordan is dedicated to helping you achieve your financial goals and objectives throughout your life. With a commitment to excellence and a client-focused approach, we offer tailored solutions designed to meet your unique needs.

For Individuals: Secure Your Future

Managing personal finances can be overwhelming, but it doesn’t have to be. At Tanner Jordan Wealth, we provide expert guidance to help you make informed decisions about your financial future. Our services for individuals include:

• Retirement Planning: Secure your future with a comprehensive retirement plan. We’ll help you understand your superannuation options, plan for future income needs and ensure you can enjoy your retirement years with peace of mind.

• Investment Strategies: Whether you're a seasoned investor or just starting out, we’ll design an investment strategy tailored to your risk tolerance and financial goals. From shares, bonds and property, we’ll help you build a diversified portfolio.

• Wealth Protection: Protecting your wealth is crucial. We offer a range of insurance solutions, including life, total permanent disability (TPD), income protection and trauma insurance, to safeguard your financial well-being.

For Families: Build and Preserve Wealth

Families face unique financial challenges, from buying a home to funding education and planning for unexpected events. Our family-focused financial planning services are designed to help you build and preserve wealth, ensuring a stable financial future for your loved ones.

• Education Funding: Give your children the best start in life with a solid education plan. We’ll help you save for school fees and university costs, ensuring you’re financially prepared for their educational journey.

• Estate Planning: Protect your family’s future with a comprehensive estate plan. We’ll help you understand the benefits different assets and investments can have on your estate. Having the correct structures in place to ensure your wishes are respected.

• Family Protection: Life is unpredictable. Our range of insurance products, including life, total permanent disability (TPD), income protection and trauma insurance ensures your family is protected against unforeseen events. 

For Businesses: Drive Growth and Success

Running a business is demanding, and financial management is key to success. At Tanner Jordan Wealth, we offer a range of services to help businesses thrive, from start-ups to established enterprises.

• Risk Management: Protect your business with a comprehensive risk management plan. We offer insurance solutions, including life, total permanent disability (TPD), income protection, trauma, key person and business expense insurance to safeguard your business against potential risks. We also provide buy/sell agreements for businesses that have multiple directors to ensure the business and the families of the directors are always protected.

• Succession Planning: Planning for the future of your business is vital. We’ll help you develop a succession plan that ensures a smooth transition when it’s time to step down or pass on the business.

• Charitable Giving: If philanthropy is important to your family and business, we can help you establish charitable giving plans that align with your values and financial capabilities, ensuring your contributions make a meaningful impact. There are structures in place to provide you with greater control and flexibility over your charity contributions, investments and taxation planning, such as a Private Ancillary Funds (PAF).

Why Choose Tanner Jordan Wealth?

At Tanner Jordan Wealth, our mission is to empower our clients to achieve their financial goals through expert advice and personalised service. Here’s what sets us apart:

• Client-Centric Approach: We put our clients at the heart of everything we do. Tanner Jordan takes the time to understand your unique needs and goals, ensuring you receive tailored advice and solutions.

• Expertise and Experience: Tanner Jordan brings a wealth of knowledge and experience to the table. We stay updated on the latest financial trends and regulations to provide you with the best advice.

• Comprehensive Services: We offer a wide range of services, from retirement planning and investment strategies to business planning and risk management. No matter your financial needs, we have the expertise to help.

• Transparent and Ethical: Integrity and transparency are the cornerstones of our practice. We believe in clear communication and full disclosure, ensuring you understand every aspect of your financial plan.

Get Started Today

Take the first step towards a secure financial future with Tanner Jordan Wealth. Whether you’re an individual, a family or a business, we’re here to help you navigate your financial journey. Contact us today to schedule a consultation and discover how we can help you achieve your financial goals.