We pride ourselves in providing clients with outstanding service and access to both experienced Advice and exceptional Administration while maintaining the friendly, approachable and caring atmosphere we have always been known for.
Come and see one of our Financial Planners conveniently located in the city of Wollongong, for a no obligation, free initial appointment to discuss how we can help you meet your goals for your future.
To provide easy-to-understand financial planning advice to our clients, tailored to suit their needs, in a relaxed environment.
No matter at what stage you are in life, Financial Advice is imperative to achieving financial success.
“Terry is well versed and his help has enabled me to take advantage of any entitlements offered. His endeavours and respect by his peers in the financial planning industry have culminated in the formation of Terry Cross Financial Services. Terry’s business has grown from strength to strength due to his own resolve and his wise choice of a select group of dedicated employees all of whom are friendly and very efficient in their own specialised field. It’s a privilege and pleasure to recommend Terry Cross Financial Services to anyone who wants reliable and friendly advice in all areas of financial planning”
Lyn & Ron Batey
“Brad has been our advisor for more than 8 years, besides being an advisor, we regard him as a friend. He is frank and open with no hard sell as with other Financial Advisors. He and his associates have taken care of all the ‘Stuff that does your head in’ and we would recommend him to anyone who needs honest financial advice.”
Tom & Jenny Round
“A few years prior to our early retirement Marion and I realised the importance of early preparation of our financial affairs. At this stage we aligned with Terry Cross and his guidance has prepared us for a rewarding retirement. The financial road can be bumpy as the recent world downturn indicates. However, having someone to rely on for the necessary adjustments and overall outlook gives us the confidence we need. Terry Cross has been on this journey with us for some 22 years.”
Marion & Bob Bruce
“Brad has been my financial adviser for 13 years and throughout this time I have had excellent advice with beneficial results. He understands my particular situation and keeps my interests uppermost.”