Referral Partners

Are you looking to deliver a comprehensive and compliant professional service to your clients? Are you tired of working with product salesmen that provide conflicted, expensive and poor quality products?

At TFM we have developed a business model similiar to other professional services firms, charging fixed fees and delivering personalised solutions that deliver great outcomes for clients. A process that leads to great referrals from happy clients.

We work primarily by referral from other professionals such as Accountants, Lawyers, Tax Advisers, Investment professionals, Executive Coaches and Insurance brokers who appreciate our transparent and professional approach. You can determine your level of involvement in the process.

We would love an opportunity to chat to you, about how we may enhance your client solution or if you are interested in becoming one of our Subject Matter Experts. Contact Frank at: