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Welcome to True Journey Financial Planning Brisbane

Our Services

With the focus on you, we help you implement plans that give you clarity and certainty about the direction you’re heading and also help you prepare for any changes that may come along the way.

  • True Journey Financial Home Loan

    Home Loans

    At True Journey Financial we understand that getting a home loan is different for different people. We are proud to work with a selective group Brisbane’s most experienced

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  • True Journey Financial Investment Advisors

    Financial Investment Advisors

    True Journey Financial Planning are your trusted financial investment advisors, providing personalised investment advice across Brisbane and all over Australia.

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  • True Journey Financial Business Insurance

    Business Insurance

    There are currently over 1.8 million small businesses operation in Australia today, each facing unique challenges and opportunities*.

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  • Superannuation

    Superannuation & SMSF

    Superannuation is a tax-effective vehicle to invest long term for your retirement. It can also be a source to pay for your life insurances if your cash flow is limited.

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  • Life disability insurance

    Life & Disability Insurance

    If a child, a partner or a parent depend on you and your income, you need Life & Income Protection insurance.

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  • Retirement Planning - True Journey Financial

    Retirement planning

    With average life expectancy increasing, many Australian’s will spend up to one-third of their life in retirement. It is never too early to start planning for retirement, so we

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MEET THE TEAM
Tamara Gillman, Financial Planner/Director

Tamara Gillman, Financial Planner/Director

As the founder and director of True Journey Financial Planning, Tamara prides herself on forming lifelong relationships with her clients and taking a thoughtful and caring approach. Tamara provides financial guidance by being a “Personal CFO” to families, professionals and small business owners around Australia.

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Anthony Sanapo, Practice Manager

Anthony Olivieri, Practice Manager

Anthony is our Practice Manager. He enjoys working on our investment portfolios and keeping up to date with technical changes in the market. Prior to founding True Journey Financial Planning in Brisbane, Anthony gained experience in wealth management with one of the largest financial institutions.

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What Our Clients Say
Tamara has helped me a lot over the last few years and I am in a much better position now, thanks to her and her team. She helped me get through a difficult time and was very patient and made sure I understood all the options that were available to me. I would highly recommend True Journey Financial Planning to my friends and family without hesitation

Paula R, Brisbane

2017-01-02T14:27:05+00:00

Paula R, Brisbane

Tamara has helped me a lot over the last few years and I am in a much better position now, thanks to her and her team. She helped me get through a difficult time and was very patient and made sure I understood all the options that were available to me. I would highly recommend True Journey Financial Planning to my friends and family without hesitation
I have had the pleasure of working with Tamara in a professional capacity for 3 months now. I can hand over my clients with complete confidence knowing that she will be able to assess their future needs, and also provide exceptional customer service as well. I have had excellent feedback from my clients, and also know that my clients will be well protected from life events!

Andrea Kerr, Finance Studio, Brisbane

2017-01-02T14:27:36+00:00

Andrea Kerr, Finance Studio, Brisbane

I have had the pleasure of working with Tamara in a professional capacity for 3 months now. I can hand over my clients with complete confidence knowing that she will be able to assess their future needs, and also provide exceptional customer service as well. I have had excellent feedback from my clients, and also know that my clients will be well protected from life events!
Tamara is very insightful and knowable in her field. I have gained peace of mind and feel like I’m on the right track with my finances. I don’t think I could have achieved the results without her expertise. She is friendly and patient, but most of all very professional. I would recommend her as a financial planner to all and give True Financial Planning 5 stars!

Penny C, Sydney

2017-01-02T14:37:51+00:00

Penny C, Sydney

Tamara is very insightful and knowable in her field. I have gained peace of mind and feel like I’m on the right track with my finances. I don’t think I could have achieved the results without her expertise. She is friendly and patient, but most of all very professional. I would recommend her as a financial planner to all and give True Financial Planning 5 stars!
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General Advice Warning: Any advice in this site is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information.

True Journey Financial Planning Pty Ltd are Authorised Representatives of GWM Adviser Services Limited ABN 96 002 071 749,
an Australian Financial Services Licensee, Registered office at 105 –153 Miller St North Sydney NSW 2060.

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