Ongoing Service
At Tynans we offer two levels of ongoing services based on our client’s needs.
Private Client Service — Comprehensive service for clients seeking Strategic Advice, a higher level of ongoing support and Portfolio Management. This service can be appropriate for clients in retirement or those seeking the comfort of their own dedicated Tynan’s support team and access to our ongoing Portfolio Management services.
Strategic Planning Service — Limited service for clients seeking Strategic Advice, ongoing basic support and no ongoing Portfolio Management. This service is appropriate for clients leading into retirement who are seeking guidance on simple ways to legally minimise tax and build their superannuation. Upon retirement we recommend our clients join our Private Client Service.
For more information about our ongoing services, please contact your Tynans adviser.
Strategic Advice
Tynans advisers are well educated, experienced and highly ethical. We offer our clients well researched and specialised financial advice that we genuinely believe to be in the best interests of our clients.
Our handpicked team of advisers have extensive experience within the accounting and financial advice industry providing personal financial advice to private clients from both the private and public sectors. Each adviser has a strong background in:
- Retirement planning
- Superannuation and defined benefit funds
- Tax planning
- Salary packaging
- Estate planning
- Redundancy strategies
- Employee share schemes
- Centrelink optimisation
Portfolio Management
Each investment recommended to our clients has been researched and approved by the Tynans Investment Committee.
As Tynans is privately owned, we do not have restraints typical of institutional ownership. The Tynans Investment Committee is therefore not limited to products from a particular organisation; instead we can research a broad range of products to select those that are truly worthy of recommendation to our clients.
Tynans Investment Committee has constructed a range of portfolios specifically tailored for clients who sign up for our Private Client Service. Private Clients can be confident that their portfolios are regularly reviewed to ensure each investment remains competitive and appropriate for their long-term goals.
Mortgage Broking
Through Tynans Finance, we prioritise your interests to find and recommend the Home or Investment Loan that meets the unique needs of you and your family, saving you time, effort and money in the process.
How we can help
- Buying your first home?
- Investing in property?
- Are you paying a competitive interest rate?
- Do you need a home loan health check?
- Have you recently come off a fixed rate loan?
- Do you need help to consolidate or refinance your home loans?
Why use a Tynans Mortgage Broker?
- We work in your best interests: We work for you, not the banks.
- Find the right loan for you: We have relationships with over 40 banks, credit unions, and non-bank lenders, which means we can shop around on your behalf to find the best deal that suits your specific financial situation and requirements.
- Save you time: Instead of approaching multiple banks individually, we can streamline the process by presenting the most suitable options and expedite the loan application process.
- Expertise and guidance: We can guide borrowers through complex loan terms, interest rates, and government regulations. Our insights help borrowers make well-informed decisions.
- Negotiation: We can negotiate with lenders on your behalf, potentially securing better interest rates and terms than an individual might be able to on their own.
- No cost: There is usually no fee for this service as we’re paid by the lender you choose. However, occasionally there may be times when a credit representative charges a fee which will be agreed with you prior to proceeding.
Mortgage broking is provided through our partner business, Tynans Finance Pty Ltd ABN: 40 674 994 060 which is authorised under LMG Broker Services Pty Ltd ACN: 632 405 504 Australian Credit Licence 517192.
Corporate Seminars
Financial security is important to your employees and helping them understand the complexities of financial planning is one of the most valuable benefits you can provide.
We regularly deliver staff seminars at no cost on the following topics:
- General retirement planning
- Understanding superannuation and defined benefit
- Year-end tax planning
- Federal budget changes
- Redundancy considerations
One on One Meetings
After each seminar, we offer staff and their partners the opportunity to meet with one of our advisers for a review of their financial situation.
Our Story
Tynans has a proud reputation and family history in financial services dating back more than four decades. Our team share a set of core principles which have been firmly adopted in our culture. Read more.
Our Team
As a valued Tynans client, we are proud to introduce our experienced team of professionals who provide exceptional service and advice. Read more.