ABOUT US
With 50 years of accumulated experience, we are a team of 3 Financial Advisers dedicated to helping our clients achieve maximum success in their financial wellbeing. We specialise in providing personalised financial advice based on a close and trusted relationship with our clients. We look to empower our clients to achieve their lifestyle goals and control their financial future with professional expertise and experience. At TLH Probity, we aim to help our clients realise a life by design, rather than by chance.
OUR SERVICES
Do you have a goal you’re trying to achieve but don’t know where to begin? We're here to help.
We provide a unique perspective on the financial aspects of your objectives and life to create and execute bespoke strategies. Areas we focus on but are not limited to include Retirement Planning, Estate Planning, Wealth Protection, Tax Planning, Debt Management and Investments. Our services are provided on a fee for service basis within a personal Statement of Advice.
GETTING TO KNOW YOU
Our clients are our number one priority, and we are committed to your success. Book an initial meeting today to learn more about how we can assist your financial planning needs.
PLAN YOUR TOMORROW TODAY
We begin with simple questions. When would you like to retire? Do you budget for annual holidays? What is your definition of great financial health? From that, a plan is born. We aim to help you articulate your vision of what is ideal and build strategies to help get you there.
ONGOING SUPPORT
We aim to foster a trusting and long-term relationship and empower your success. Your plan is consistently re-evaluated and modified to address the needs and obstacles at different life stages and key life events.
TLH Probity Pty Ltd and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306
Any information on this website is general advice only and does not take into account any person's objectives, financial situation or needs, Please consider your own circumstances and consider whether the advice is right for you before making a decision. Always obtain a Product Disclosure Statement (if applicable) to understand the full implications and risks relating to the product and consider the Statement before making any decision about whether to acquire the financial product.
