TB Wealth Solutions and Tony Wray move to Lifespan Financial Planning

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After 4 years with MyPlanner Professional Services, Tony and TB Wealth Solutions have moved to Lifespan Financial Planning as their new Australian Financial Services Licensee. Tony enjoyed his time with MyPlanner, but the time was right to move. Lifespan are one of Australia’s largest privately-owned adviser networks and they are based in Sydney. After more than 28 years in the financial services industry, Tony and TB Wealth Solutions will continue to deliver quality advice solutions to their clients. Tony said, “Lifespan bring a lot to the table in terms of services, experience and depth of the team. As we move forward after the Covid19 outbreak, I felt the need to bring extra services and experience in for TB Wealth Solutions, This should ensure I can give clients the highest quality of service, advice and be part of a team I know will be around for many years to come. Clients won’t notice any real change which is great, but I will be able to draw on the team at Lifespan which has significant industry experience.”

The move across to Lifespan should take place by mid-June 2020 and Tony looks forward to getting back out to see clients as the Covid19 restrictions ease.

TB Wealth Solutions to launch 1st July

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1st July sees the official launch of TB Wealth Solutions, a new Financial Planning firm based in Sydney's Sutherland Shire.

TB Wealth Solutions is the culmination of Tony Wray, a well-respected Certified Financial Planner with over 24 years experience, and Brett Woods from Eclipse Accounting Group. Eclipse has been a prominent Accounting Group in the Sutherland Shire for more than 10 years.

TB Wealth solutions will specialise in providing Financial Advice and good old fashioned service for people looking at Wealth Creation, Self-Managed Superannuation Funds and for people looking towards or at retirement.

‘With the Federal Election coming up and all the proposed changes to superannuation hanging over everyone, the timing couldn’t be better’ said Brett Woods the Principal at Eclipse Accounting Group.

‘I’m really looking forward to the new venture. Clients really do deserve to have their adviser working for them, not just selling products or making their jobs easy. In the end you just can’t beat good old fashioned service’ said Tony Wray.

Brett and Tony have known each other for over 20 years and will certainly make a great team with complementary skills and expertise.