OUR APPROACH
We like to arrange an initial, no-obligation, meeting with you to discover your needs and objectives and present our service offering.
Following this meeting, if you choose, we will prepare a proposal for you in the form of an ‘engagement letter’ outlining the major areas of advice you require. The financial circumstances, lifestyle objectives and needs of each of our clients are, of course, unique and the specific areas and level of advice we propose will be individually tailored for you.
Having engaged as a client of TLH Probity, we will conduct a ‘fact find exercise’ to discover and record a range of financial and lifestyle information. This process is central to the development of our personalised advice. We will carry out extensive research and develop a financial strategy for your review and discussion.
Following your agreement and approval of the strategy, we will commence implementation. To ensure your chosen financial strategy remains appropriate to your needs and to ensure you are in a position to take advantage of any opportunities arising in the future we provide a regular review of your strategy relative to your needs within our ‘ongoing services’.
OUR TEAM
Professional Financial Advice
JOHN HORNBROOK
BCom, CA, CFP
is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306
John, the principal of the Firm has over 35 years experience in the financial services industry assisting people and their businesses throughout Australia. He has worked as a Partner and Director of Chartered Accounting firms in Sydney, heading up their financial services arms for over 14 years. John is a member of both the Institute of Chartered Accountants and the Financial Planning Association. John is a Certified Financial Planner (CFP) and a Chartered Accountant.
John Hornbrook is an Authorised Representative of Fortnum Private Wealth and is authorised to provide financial services and advice in the following areas:
Deposit and Payment Products
Debentures, stocks or bonds issued or proposed for issue by a Government
Life Investment or Life Risk products
Interests in Managed Investment Schemes, including Investor Directed Portfolio Services (IDPS or "WRAP")
Retirement Savings Accounts
Superannuation
Self-Managed Super Funds (SMSF)
Margin Lending Facilities
Listed Securities
JONATHAN MACLEOD
Bcom, CA, GDipFP
is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306
Jonathan has over 30 years experience within the financial services and banking sectors in both New Zealand and Australia holding a number of senior executive positions within the industry. Jonathan is a member of both the Institute of Chartered Accountants in Australia and NZ and holds a Graduate Diploma in Financial Planning.
Jonathan Macleod is an Authorised Representative of Fortnum Private Wealth and is authorised to provide financial services and advice in the following areas:
Deposit and Payment Products
Debentures, stocks or bonds issued or proposed for issue by a Government
Life Investment or Life Risk products
Interests in Managed Investment Schemes, including Investor Directed Portfolio Services (IDPS or "WRAP")
Retirement Savings Accounts
Superannuation
Self-Managed Super Funds (SMSF)
Listed Securities
Aged Care
Contact Number 0417 243 735
Email jmacleod@tlhprobity.com.au
YI CAI
BFIN, GDipFP
is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306
Yi Joined TLH Probity as an Associate in July 2020 and has been authorised as a Financial Adviser since March 2022. Yi has been in the Financial Services Industry for over 8 Years and my experiences range from Banking, Life Insurance, Superannuation and Financial Planning.
Yi Cai is an Authorised Representative of Fortnum Private Wealth and is authorised to provide financial services including advice in the following areas:
Deposit and Payment Products
Debentures, stocks or bonds issued or proposed for issue by a Government
Life Investment or Life Risk products
Interests in Managed Investment Schemes, including Investor Directed Portfolio Services (IDPS or "WRAP")
Retirement Savings Accounts
Superannuation
Self-Managed Super Funds (SMSF)
Listed Securities
Yi is fluent in English and Mandarin.
Contact Number 0477 533 333
Email yi.cai@tlhprobity.com.au