Spending power
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Spending power
Key facts
Counted staff
10
self-reported 2–10 band
Founded
2002
24 years
Legal entities
None matched
Office countries
1
5 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
We are an independent, award winning financial planning business, based in Milton, with over 20 years’ experience. We also have offices (by appointment) in Wollongong, Sydney, Bowral and Batemans Bay. Our approachable advisers take a personal interest in our clients’ financial and personal goals. We talk in plain language and explain what you get for what you pay. Our fee structure is open and upfront with no hidden fees or commissions.
Tailor-Made Financial Services is independent, impartial and unbiased because we:
a) Do not receive commissions for the advice we provide or in the event we do, we rebate the commissions in full to our clients; and b) Are 100% privately owned and no product issuer or provider has any stake in the ownership of the organisation.
Expert advice
Creating wealth gives us opportunities. To get good results, you need good advice, whether you are accumulating or protecting wealth or planning your retirement.
Our professional advisers are all qualified financial planners with a wealth of experience. We have two principals, Ben Hatcher who is an award-winning certified financial planner (CFP) and has worked in financial markets for over 25 years and John Broughton, degree qualified and also a CFP. Ben is also a Self Managed Super Fund (SMSF) specialist - accredited with the SMSF Professionals' Association of Australia (SPAA).
We develop long-term relationships and can help you to reach your personal and financial objectives. The team share the same goal – to help clients plan retirement with ease and confidence.
Tailor-Made Financial Planning Pty Ltd ABN 33 088 879 270 trading as Tailor-Made Financial Services is a Corporate Authorised Representative (AR No.247818) of CUBE Financial Services Pty Ltd ABN 67 135 428 885, AFS Licence No.533816
For our latest Financial Services Guide please visit our Website, www.tmfs.com.au
Specialties
All 8 specialties
- Supporters of local community organisations
- Network of professionals
- Award winning business
- Self Managed Super Funds
- Technical expertise
- Transparent fee for service structure
- Financial Planning
- Aged Care
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU10/65 Princes Highway; MILTON, NSW 2538Primary
- AU50 Bridge St; Quay Quarter; Sydney, New South Wales
- AU12-18 Orient St; Suite 27, Fenning Arcade; Batemans Bay, New South Wales 2536
- AU4a Walker St; Bowral, New South Wales 2576
- AU3/104 Crown St; Wollongong, New South Wales 2500
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Financials
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Paid-up capital
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People & contacts
4 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
The people relation is never requested, so there is nothing here to unlock.
FAQ
How many people work at Tailor-Made Financial Services?
10 counted staff profiles at January 2026, inside the self-reported 2–10 band.
Where does Tailor-Made Financial Services have offices?
Five addresses on record, Australia only. Primary: 10/65 Princes Highway, MILTON, NSW 2538.
Has Tailor-Made Financial Services raised funding?
None linked to this brand.
What does Tailor-Made Financial Services list as its specialties?
Eight tags on the brand's own list, among them aged care, financial planning and self managed super funds.
Which companies are listed alongside Tailor-Made Financial Services?
Four peer profiles on record: The Planning Room and Palladia Wealth Advisory.