Financial planning

Brendan Tanwan Financial Services provides a range of services to help you achieve your financial goals. For a complete list of our services please contact Brendan Tanwan today.

Initial Appointment/Financial Plan

Brendan Tanwan Financial Services uses the six step financial planning process recommended by the Financial Planning Association in determining where you are now, where you want to be and how we are going to get there. Based on this we develop a Financial Plan that sets out the recommendations that will help you achieve your financial goals.

Ongoing Advice

Financial needs and objectives of our clients change over time as does legislation, economic conditions and investment returns. Brendan Tanwan Financial Services believe that having a set review process in place will ensure that your financial plan keeps up to date in the event of such changes.


  • Investment Planning
  • Superannuation
  • Self Managed Superannuation
  • Retirement & Estate Planning
  • Share Advice
  • Personal Insurances
  • Budgeting and Cashflow

Financial Planning

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