TIPS Financial Services 9 Roberts Street West, Osborne Park, Western Australia 6017
About the Business
Welcome to TIPS Financial Services, located at 9 Roberts Street West, Osborne Park, Australia. As an establishment specializing in finance, we are dedicated to helping you achieve financial freedom and live life on your own terms. We understand that a financial plan is not just about money; it's about the confidence and excitement you feel about your future.
At TIPS Financial Services, we offer tailored step-by-step financial strategies to help you take control of your money. Whether you want to pay down debt, protect your wealth, or grow your assets, our team is here to guide you every step of the way. We understand the importance of ensuring you have enough money to enjoy your life after retirement and leave a lasting legacy for your loved ones.
Our services cover various aspects of financial planning. We can assist you with superannuation, helping you save for a comfortable retirement. We also provide insurance solutions to evaluate and mitigate risks for you and your family. Effective debt management is another area where we can provide valuable advice, considering the type of assets you're investing in and prioritizing your debts. Additionally, we offer estate planning services to ensure your assets are distributed according to your wishes.
With over 30 years of experience, we have specialized in assisting teachers and government employees with their financial advice needs. Our in-depth knowledge of all GESB superannuation schemes and West Australian government payroll systems sets us apart. However, we also extend our expertise to the families of government employees and the general community.
Formerly known as "Teachers Investment Planning Services" (TIPS), we have been providing financial advice since 1989. Initially located in the State School Teachers Building on Adelaide Terrace, we moved to our current Osborne Park office in 2006 to accommodate our growing clientele.
TIPS Financial Services is an authorized representative of TIPS Polaris Pty Ltd, and we operate under the ABN 52 060 138 427. This website provides general information and does not take into account the specific objectives, financial situation, or needs of any individual. It is essential to consider your financial circumstances before making any decisions.
We believe in fostering long-term relationships built on trust and integrity. Our team is committed to providing you with the highest level of service and helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a secure and prosperous future.
Photos
Location & Phone number
9 Roberts Street West, Osborne Park, Western Australia 6017, Australia
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 16:30
Saturday:
Closed
Sunday:
Closed
Reviews
"Professional, informative, friendly, patient, knowledgeable, efficient, great coffee on arrival . Perfect."
"Financial services business"
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