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.

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.