TDP Advisory

TDP Advisory

Financial Services

Mildura, Victoria 104 followers

Every step of the way

About us

TDP Advisory’s professional purpose is to be a positive, dependable, and integral influence in every step of our client’s financial journey. We achieve this by offering a personalised approach in assisting clients to meet their financial potential with our core foundation being trusted relationships, specialist knowledge and experience. TDP Advisory develops personalised strategies designed to achieve our clients ever evolving needs. This includes access to our dedicated and skilled advisory team who are focused on your best interests throughout the provision of advice. TDP Advisory Pty Ltd is a Corporate Authorised Representative (No.1298776) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No.223135. The information on this social media page is general information only and is not intended to be a recommendation. We strongly recommend you seek advice from your financial adviser as to whether this information is appropriate to your needs, financial situation and investment objectives. Whilst every care has been taken in the preparation of this presentation, TDP Advisory Pty Ltd, its directors, authors, consultants, editors and any persons involved in the construction of this presentation, expressly disclaim all and any form of liability to any person in respect of this presentation and any consequences arising from its use by any person in reliance upon the whole or any part of this presentation.

Website
tdpadvisory.com.au
Industry
Financial Services
Company size
1 employee
Headquarters
Mildura, Victoria
Type
Self-Employed
Founded
2022

Locations

Employees at TDP Advisory

Updates

  • Hi TDP Advisory, Dani and I have the honour of presenting at our next MBN breakfast event, scheduled for Tuesday the 3rd December starting at 7 am. We have been asked to speak about our story; how we have faced our challenges personally and professionally. We would love to see as many supporting faces in the audience as we both speak about how our changing health impacted our lives. Registration details are below. See you all there. Tim & Dani 💓

  • Hi TDP Advisory Family, Please see the below link that I have posted on my personal page. Please support us if you can. Love always. Tim & Dani.

  • Afternoon TDP Advisory Family, The best way to plan for retirement is to start. I have received a few queries wondering if it is better to attend our retirement planning seminar vs. booking a one-on-one appointment to speak with me personally about retirement planning. The best way to start planning is to meet in person as part of our complementary Discovery meeting process! But if your preference is to attend an online session, our seminar this Friday is a great opportunity to start your retirement planning journey. Feel free to contact me on 0447 381 799 or email tim@tdpadvisory.com.au to discuss your options. TP

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    104 followers

    Hello TDP Advisory Family, Join Us for “Retirement Planning 101” – Your Future Starts Now! Are you ready to take control of your retirement planning? We’re excited to invite you to our upcoming online session, “Retirement Planning 101,” where we’ll cover the essentials you need to know to secure your financial future. Date: 09 August 2024 Time: 9 am Platform: Microsoft Teams This session will provide you with an initial insight into the planning needed to have a full, successful and sustainable retirement lifestyle. To ensure a personalized experience, we are limiting the number of participants to 10. To register, please email tim@tdpadvisory.com.au and a meeting invite will be forwarded to you. We look forward to helping you plan for a secure and fulfilling retirement! Best regards, Tim Plumridge Principal Financial Advisor TDP Advisory tdpadvisory.com.au

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  • Hello TDP Advisory Family, Join Us for “Retirement Planning 101” – Your Future Starts Now! Are you ready to take control of your retirement planning? We’re excited to invite you to our upcoming online session, “Retirement Planning 101,” where we’ll cover the essentials you need to know to secure your financial future. Date: 09 August 2024 Time: 9 am Platform: Microsoft Teams This session will provide you with an initial insight into the planning needed to have a full, successful and sustainable retirement lifestyle. To ensure a personalized experience, we are limiting the number of participants to 10. To register, please email tim@tdpadvisory.com.au and a meeting invite will be forwarded to you. We look forward to helping you plan for a secure and fulfilling retirement! Best regards, Tim Plumridge Principal Financial Advisor TDP Advisory tdpadvisory.com.au

    • No alternative text description for this image
  • View organization page for TDP Advisory, graphic

    104 followers

    Morning TDP Advisory family, Below is the next instalment of the Mildura Business Network breakfast series. We have quality speakers presenting along with a complimentary breakfast, it's a fantastic learning opportunity. Please use the attached QR code to register.

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