Client Value Proposition

TCFS believes in the importance of Financial Advice. We help our clients make smart financial decisions. Financial Advice isn’t just about investing money. It’s about guiding our clients on their journey on how to achieve their life goals now and into their retirement. It’s about giving our clients the freedom to enjoy the lifestyle they want.

We like to think of ourselves as a guide along your life journey. Not just on financial matters but to help understand what your retirement can and might be. To help with taking a diligent approach to your strategy so you can achieve your goals and objectives. To help take away the stress of the unknown, whether it be accumulating wealth, protecting your family and your income, preparing for and ultimately making the most of your retirement.

It’s also important that we get to know you. We will take the time to discover where you’re at now and where you would like to be. We understand that a “one size fits all financial plan” doesn’t exist and that everyone’s situation is unique. We will find out what’s important to you and your family and discuss how we can help you achieve your goals and objectives.

We will help you see what’s ahead so you can best prepare for the future, now. We like to do the worrying for our clients so that we can save you time and energy to enjoy what’s most important in life – family, health, happiness, lifestyle and security.

Our clients are confident that we’re able to assist them through to, and beyond, their retirement. They are also confident that we understand their situation and are helping them grow and protect their wealth. Our clients have told us that having an ongoing relationship with us is very important to them and they can see the value we have provided them through our Financial Advice, friendly service, experience and reputation.

Our motto of “We speak your language” has nothing to do with being able to speak multiple international languages and all to do with being able to talk to you in an easy to understand manner about how strong, strategic Financial Advice can help you achieve your goals, needs and objectives.

EXPERT ADVICE

With over 30 years experience and real focus on customer satisfaction, you can rely on us for all your financial services.

FRIENDLY

Terry Cross Financial Services have always been know for their friendly, approachable and caring atmosphere.

ACCURATE

Top quality planning, products and services with a vast knowledge between all members of the team.

TRUSTED

The most trusted name in the Illawarra region for Financial Services. Call us for your no obligation FREE initial consultation.

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