Invest Wisely - TC&H Partners
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YOU CAN EXPECTTHE FOLLOWING FROM US

Qualified
Chartered Accountants

Best-Practice Analysis
Used by Top Companies

100% Independent
No Alternative Investments

We do NOT sell, arrange or recommend investment products. We are NOT Financial Planners or Investment Advisors. Instead, we provide the independent, expert analysis so you can make an informed decision.

Would you like to be
more certain
before you invest?

Congratulations! You’ve worked hard to get into the position where you can invest. For many people it takes years of saving and sacrificing.

That’s why it’s so important to be certain before you sign on the dotted line. Your next step could start to set your family up for life. But if things go wrong – if you miss something – it could be financially devastating.

So let me ask you…

Have you considered …
each of the six elements that underpin a good investment decision?

Have you identified and questioned …
the key assumptions and compared “best, worst & likely” scenarios with other investments you have considered?

Have you worked out …
where the vested interests are, and how they may impact your risks and returns?

Whether you’re looking to invest in…

  • Property-  Commercial or Residential
  • Businesses & Franchises
  • New Plant & Equipment, new products or service lines
  • Shares & Managed Funds
  • Latest Fads – yes, including BitCoin

… an unbiased, expert assessment will save you hours in due diligence, shield you from unnecessary risk (and potential loss), and help you make a good investment decision.

How  logo-min-blue

Helps You make good investment decisions

In a nutshell, Invest Wisely is a Due Diligence program that helps you …

  • Take the guesswork out of investment decisions
  • Ask the right questions (and get the right answers) before you invest
  • Identify investments that don’t align with your personal circumstances
  • Be aware of investments that may turn sour and pose a risk to your financial future
  • Identify potential risks and pitfalls before it’s too late
  • Investigate the details you may not have time or expertise to fully research
  • Empowers you to keep the banks and investment advisors accountable
  • Overcome emotion and bring objectivity to your investment decisions

Invest Wisely gives you a truly independent assessment of your investment to ensure your decisions are fully informed so you can stay in control and make a good financial decision.

HOW WE ARE

DIFFERENT

We’re unbiased experts who specialise in analysing investment options for Business Owners and Mum and Dad investors.

We’re qualified….

Not only are we Chartered Accountants, we also have over 15 years’ specialised experience in assessing and evaluating investment options

We do NOT …

sell or recommend investments

We do NOT …

offer financial planning services

We are NOT …

affiliated with any development or investment partners

WHAT OUR OTHER CLIENTS SAY

We’ve been helping assess investment opportunities for more than 10 years. Here’s what some of them have to say about their experience working with us:

Our retirement picture and finances are now looking a lot more secure and are much better managed

“We have recently had several extremely  stressfree discussions with Stephen Chow from TC&H Partners and  together we have put  plans in place to improve the financial outlook for our future. Our retirement picture and finances are now looking alot  more secure and are much better managed. We highly recommend Stephen with his extremely professional  and very approachable manner along with his informative team of advisors to anyone seeking help and support regarding property investment ,financial advice and planning for a more secure future.” E.Reid

With little free time I relied heavily on Stephen to keep the ball rolling on things, and he did not disappoint.

“Outstanding personable, professional service with a can do approach to getting the best result for your financial needs. With little free time I relied heavily on Stephen to keep the ball rolling on things and he did not disappoint. Thank you greatly for your services and support, and for all the follow ups to keep documentation needs met. Highly recommended!” M. Rob

It’s great to have a team that help keep us focussed so that our goals stay within reach

“The TC&H Partners team have helped us move forward on a number of items relating to our financial future… Including SMSF, lending and investment strategies. We are pleased with the progress over 6 months are now on the way to next steps. It’s great to have a team that help keep us focussed so that our goals stay within reach.” L. de Laroy

Having a team of experts on hand … has allowed me to reach my goals by making calculated informed decisions.

“Stephen and his team firstly examined my financial position, and then explained in layman’s terms my best options, for the short term and looking forward. With a successful refinanced property behind me, I’m now on my way to expanding a property portfolio with the support of TC&H Partners. Having a team of experts on hand in TC&H Partners, has allowed me to reach my goals by making calculated, informed decisions. I can only recommend Stephen and his team who have been a pleasure to work with, even around my busy schedule.” G.Reisis

Stephen Chow was absolutely awesome to deal with…. highly recommended.

“Stephen Chow was absolutely awesome to deal with. Being a night shift worker, he was very accommodating and understanding with the little hours I had during the day to get the job done. His professionalism is outstanding and he can have a joke as well. Highly recommended.” B.Williams

[I] would definetly recommend to others, and be back in future for any other financial needs.

“I was put on to wealth advocate by a friend, for the purchase of an investment property and to refinance from my previous lender. I was happy with the package and rate i was offered. Whole process was very smooth. Felt like i wasnt buying a property., also the home visits by Stephen are a bonus, and he came when it suited me. Everything was explained in a language that i could understand. Would definetly recommend to others, and be back in future for any other financial needs. Thanks again Stephen.” A.Painting

Good Investment DECISIONS start with a

Free Invest Wisely Session

Will be conducted via a phone call lasting about 30 minutes.

You will talk directly with a Chartered Accountant.

The discussion will focus on you and the investment you are considering.

This information will form the basis from which we’ll write your Invest Wisely Initial Report.

THIS REPORT WILL …

  • Provide you with a list of questions that you should seek answers to before you sign anything.
  • Identify potential risks (and how to determine if they are ‘caution’ or ‘STOP’ signs)
  • Give you ideas to maximise the tax benefits of your investment
  • Walk you through our proven due diligence process including the 6 elements you need to analyse in making good financial decisions
  • Give you a clear picture of the minimum financial returns the investment must achieve to make it worthwhile
  • Provide strategies on the best ways to structure your finance

Invest 30 minutes before you invest thousands of dollars

Can We Help You Make A Wise Investment Decision Too?

To learn more about the free Invest Wisely Session or to book yours in, click the button below.

Invest 30 minutes of your time to ensure you’re making the right financial decision.

You will receive a customised report after the free session containing the crucial areas you need to explore before investing your hard earned dollars.

If you like our approach, you may consider our paid due-diligence service where we do the research and analysis for you.