Tailored Lifetime Solutions

Tailored Lifetime Solutions At Tailored Lifetime Solutions we provide you with peace of mind and help make your financial dreams Why select Tailored Lifetime Solutions? ABN 54 106 840 180.

Our aim is to provide individuals, families and businesses with tailored financial solutions that meet our client’s current and ongoing needs throughout their lifetime. Our team consists of qualified professionals who bring extensive financial planning experience to help us tailor our advice and services for you in a range of financial areas. We pride ourselves in being different than other Financ

ial Planners, in particular with our Financial Roadmap offering. We will work with you to tailor a solution to:
• Provide peace of mind in knowing that you are on track to achieve your goals and objectives
• Be your chosen financial partner
• Simplify areas of advice given to help you better understand
• Make it easy to deal with us
• Assist you in all areas of your financial needs


Tailored Lifetime Solutions is an Authorised Representative of AMP Financial Planning. AFS Licence No 253098

This webpage contains general information only and does not take into account your objectives, financial situation or needs. Therefore, before relying on this information, you should consider your own personal circumstances and seek professional advice. Please click herehttp://www.tdls.com.au/images/fscg/fscg.pdf
to find out more about our financial advice services.

Take your foot off the pedal. It’s ok to have a week’s worth of laundry, leftovers for lunch (and dinner), and tumblewee...
03/06/2026

Take your foot off the pedal. It’s ok to have a week’s worth of laundry, leftovers for lunch (and dinner), and tumbleweeds down the hallway, right?


https://www.tdls.com.au/

If you're budget-curious, but prefer to take a looser, more intuitive approach, the 50/30/20 budgeting rule may work for...
31/05/2026

If you're budget-curious, but prefer to take a looser, more intuitive approach, the 50/30/20 budgeting rule may work for you.

50/30/20 means your funds would be divided like so:
- 50% on needs – rent/home loan, utilities, groceries
- 30% on wants – fashion, dining out, travel
- 20% on savings – putting money aside or paying down debt

What do you think? Is this a style of budgeting you could get behind?


https://www.tdls.com.au/

The insurance policies inside your super were set up for a version of you that no longer exists.Default cover is better ...
30/05/2026

The insurance policies inside your super were set up for a version of you that no longer exists.

Default cover is better than nothing. But it's designed for the average – not for your unique situation: your income, your mortgage, your family, your life.

When did you last check what you're actually covered for?


https://www.tdls.com.au/

When it comes to money, mindset can be the difference between struggling and feeling comfortable.We've seen people with ...
28/05/2026

When it comes to money, mindset can be the difference between struggling and feeling comfortable.

We've seen people with fantastic incomes live pay cheque to pay cheque.

We've also seen people on modest incomes feel financially free – they have savings for a rainy day, they're paying off their home loan, and they know where their money's going.

It's not about having a lot, but making the most of what you have, and this starts by being crystal clear on where you're spending your funds.

Have you taken the time to reflect on your money mindset?


https://www.tdls.com.au/

Trauma cover exists because surviving a serious illness is expensive in ways nobody warns you about.Besides the medical ...
26/05/2026

Trauma cover exists because surviving a serious illness is expensive in ways nobody warns you about.

Besides the medical costs, there's the time off work, the allied health treatments not covered by Medicare, the partner who reduces their hours to help, the small comforts you pay for just to feel normal again.

A trauma policy pays a lump sum on diagnosis – so the financial pressure doesn't compound the health one.

Get in touch to understand whether trauma cover makes sense for you.


https://www.tdls.com.au/

Compound interest is often hailed as the world's eighth wonder.Grasp it, and you reap the rewards; miss it, and you're f...
22/05/2026

Compound interest is often hailed as the world's eighth wonder.

Grasp it, and you reap the rewards; miss it, and you're footing the bill.

Let's look at a basic scenario: If you start with $1,000 and add just $20 every week for five years – assuming you're earning a 5% interest rate – you'll end up with $7,310, of which $1,110 is interest earned.

So, which side are you on – collecting or coughing up? 🤔


https://www.tdls.com.au/

🔍 Looking for straightforward insurance guidance? We help you understand your options and find the right coverage withou...
18/05/2026

🔍 Looking for straightforward insurance guidance?

We help you understand your options and find the right coverage without the fuss. Our experienced insurance brokers are here to provide clear, reliable guidance.

Reach out to simplify your insurances today!


https://www.tdls.com.au/

Did you know you can refinance your existing debt? 💸Refinancing your debt involves applying for a new loan with better t...
15/05/2026

Did you know you can refinance your existing debt? 💸

Refinancing your debt involves applying for a new loan with better terms, so you can potentially pay off your debt faster 🏃🏽‍♂️

There's no harm in looking at your options, when the result could mean lower fees, and more streamlined finances!

Phone us to chat 💬


https://www.tdls.com.au/

Even natural born optimists get insurance.Why? Because insuring against the worst case scenario means you're getting rea...
12/05/2026

Even natural born optimists get insurance.

Why? Because insuring against the worst case scenario means you're getting ready to make the best of whatever life throws at you.

We know insurance is not the most exciting topic, but we feel compelled to share these reminders to do the things you're perhaps putting off.

Future you will appreciate it!


https://www.tdls.com.au/

Thinking about consolidating your debts? 🤔Here’s why it could make sense for you: – Fewer repayments– Competitive intere...
09/05/2026

Thinking about consolidating your debts? 🤔

Here’s why it could make sense for you:
– Fewer repayments
– Competitive interest rates
– Clearer view of your finances.

If you are keen to simplify your finances and reclaim your peace of mind, we can help. Reach out to our friendly team to learn more.


https://www.tdls.com.au/

Address

Level 1, 609 Canterbury Road
Surrey Hills, VIC
3127

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+61398510300

Website

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