“TP Financial Advantage have been great. We never have to worry about anything and they explain to me everything in a way that I can understand it”.

On behalf of Jan and myself I would like to thank Katerina and staff at TP Financial for their exceptional work and action to get results for us recently. We are very pleased with their efforts. Thanks..

We recently established a ‘Transition to Retirement Pension’ for my husband. TP Financial Advantage already managed his superannuation and life insurance so we knew we could rely on them to help us and give appropriate and sound advice. We were very happy with their friendly service and they made the transition as smooth as possible. […]

I would highly recommend anyone who is thinking of using TP Financial Advantage services, we needed to get money for a house deposit for one of our children, the friendly advice and the efficient way this was provided by both Tony and Samantha was impeccable. We appreciated the prompt services and the follow up to […]

I would like to take this opportunity to thank Tony and Samantha for the excellent customer service they provide me. Tony combines a logical approach with a great deal of commitment. He is professional and possesses a great sense of humor which makes it very easy to deal with him. Both Tony and Samantha are […]

TP Financial Advantage provides specialised wealth creation programs to assist individuals, families and businesses to be proactive in achieving their financial goals. The principal, Tony Perich, has been involved in Financial Planning for over 14 years and has been specifically selected by MLC to service their clients..

After operating in the financial planning industry for a number of years we believed that a better service offering could be designed around supporting and servicing the client’s needs. We spent 12 months talking to our clients and developing our service model to educate our clients about wealth creation opportunities and to assist them to […]

Our Commitment to Customers To develop a wealth creation strategy to achieve your goals To provide advice and suggestions regarding budgeting and financial strategies for you individually and for your business (if applicable) Identify financial shortcomings and suggest improvements Research investment options and better financial management Assist with the development of daily financial management controls […]