A complete network
Great financial planning doesn't stop at the edge of our expertise.
The most complex financial situations rarely fit neatly into a single discipline. Sometimes the right answer for a client sits beyond the boundaries of financial advice — in the hands of a specialist tax adviser, a solicitor, an accountant or another trusted professional.
At Tarian Financial Planning, we believe our responsibility to you doesn't end where our regulatory permissions do. When your situation calls for specialist expertise outside of our own, we won't simply point you in a direction and wish you well. We'll personally introduce you to a trusted professional from our carefully curated network — someone we know, trust and are confident will look after you with the same care and commitment that we bring to everything we do.
Our Trusted Network
Over the years we have built relationships with a range of specialists across complementary disciplines — including tax advisers, solicitors, accountants and estate planning lawyers. These are professionals we have worked with directly, whose values align with our own and who we would be comfortable recommending to our own families. Our network exists for one reason: to ensure that no matter how complex your situation, you always have access to the right expertise.
Our Promise to You
We never receive referral fees or financial incentives for introductions we make. Our recommendations are based solely on our genuine belief that the professional in question is the right fit for your needs. Your interests always come first — without exception.
When we make an introduction, we don't simply hand over a phone number. We'll share the relevant context of your situation so that the conversation starts in the right place, saving you time and ensuring the specialist can add value from the very first meeting.
Our approach
01
Recognise the need.
Great advice starts with knowing the limits of your own expertise. When we identify that your situation would benefit from specialist input — whether in tax, legal, accounting or another discipline — we'll tell you clearly and explain why.
02
Make the right introduction.
We'll match you with the most appropriate professional from our trusted network based on your specific needs, circumstances and personality. A good professional relationship is about more than just technical expertise — it's about trust and communication.
03
Stay by Your side.
An introduction doesn't mean a handover. We remain your primary adviser throughout, working alongside any specialists to ensure that all advice is joined up, consistent and always focused on your overall financial plan and long-term goals.