The Financial Planning Association of Australia The Financial Planning Association of Australia

Timothy Bone, CFP®

Name Timothy Bone CFP®
Company Three chairs financial services
Address 3 Beakey Close
Petrie, QLD 4502
Mobile 0412192327

Tim Bone, has been a financial planner for 25 years. He has helped many clients gain an understanding of their present goals and future direction.

“An advisers role is just that…to advise. We have to use our knowledge, our understanding of the client and all of the tools at our disposal to help clients understand the impact of the bad times on their planning, while tempering the over enthusiasm that comes with the good times.”

Tim has provided tailored solutions to clients from all walks of life and believes that a good Financial Planner needs to be a good facilitator. Tim’s network of professional contacts allows him to put the right person in front of clients for the right task.

“I have a personal view that each professional has a role to play in delivering the right strategy to a client. If we each “hang our egos at the front door” and work together, then as a team we will achieve more for a client than we will as individuals”.

He has experience providing personalised strategic advice to clients on;

Wealth accumulation
Retirement Planning Strategies
Tax minimisation
Risk Management
Debt management
Investment portfolio construction
Self-Managed Super Fund
Estate Planning

Testimonial - Tim has a relaxed personal manner which in turn makes both of us feel very comfortable in our dealings with him. We have complete trust in his advice and guidance not only for us but our daughter who recently completed a review with Tim.

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