Our approach.
Titan Financial Planning provides affordable financial advice which aims to create, manage and protect wealth for everyday Australians.
We at Titan aim to take the complexity out of financial management by providing simple easy to understand solutions for individuals and families who are looking to create, manage and protect their wealth.
We do this by.
Understanding our clients’ needs and helping set achievable goals
Building and structuring plans to protect clients and their families financially in the event of the unforseen
Understanding clients’ budgets, building cash flow structures to help manage household finances and identifying wealth creation opportunities
Identifying and implementing investment strategies both inside and outside of super to achieve lifestyle goals
We believe that all Australians are entitled to financial advice, regardless of their level of wealth. For this reason, we are flexible in regards to the way are remunerated for our services. We can be remunerated by way of fee for service, commission from product providers or a combination of both. This is discussed in the first consultation.