Our clients know they can rely on:
- a defined,consistent approach to financial planning
- a commitment to a long term relationship
- a clear & transparent map to execute your financial plan
We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.
The Value of Financial Advice
Growing, protecting and transferring your wealth requires a good plan - one that will be suited to your needs, goals, aspirations, circumstances, lifestyle and life stages.Learn how we can help you!
My wife and I first met Ted in 2001 while looking for a financial advisor that knew what he was doing. We met Ted Twohey & from that first meeting we have never looked back or regretted putting our trust in him. We would not hesitate to recommend him to anyone and have done so.– Don & Edna Verity
Ted has been our financial advisor for over a dozen years. His financial guidance and expertise has helped paved our way to a comfortable retirement in the next 5 years or so. With full confidence we have placed our financial future in Ted’s hands.– Rob & Lise Mace