Tim Egger
Financial Adviser
Tim is a Certified Financial Planner® and qualified Mortgage Broker. He also has a Bachelor of Engineering and prior to financial planning, was a Civil Engineer working as a Project Manager in construction. Tim has been in financial planning for over 15 years and provides advice in all areas with particular focus on debt management, wealth accumulation, retirement planning, age care and investment structures (e.g. companies & trusts). He is a family man with 5 children who easily identifies with families trying to negotiate family living and building wealth. He enjoys educating and empowering people with knowledge to make smart financial decisions and is passionate about looking for better ways to add value to our clients.
ASIC Adviser ID Number 242750
Financial Services Guide
ASIC Adviser ID Number 242750
Overview
History
Team
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Financial Freedom
We know financial security is not only about protecting your assets, but also ensuring you're able to enjoy your life now, and at every stage in the future.
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Enjoy Life
We are in business to help our clients succeed and enjoy life. For this reason, we take the time to really get to know you, building a strategic financial plan that works for you.
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Our Mission
It is our mission to ensure you have access to more than one adviser who is familiar to you and your financial plans at all times, so you are never left without the support you need.
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Best Interest Practice
We recommend products using the knowledge of our own research committee, CBA Research Team and support provided by Jana Investment Advisers Pty Ltd and Morningstar Australasia Pty Ltd.
We have been helping our client’s navigate market volatility for over 25 years, putting strategies and systems in place to ensure you remain in control of your finances at all times.
A partnership between two award winning teams committed to the same vision; helping you achieve your goals.
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1988
Ginsburg Financial Services formed
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Ginsburg Financial Services
Jossel and Barbara Ginsburg began their Australian Financial planning business after moving their family and business from South Africa.
1992
Kay Financial Services formed
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Kay Financial Services
Irene Kay began her Financial planning practice in Chatswood after being in the industry for 4 years.
See Irene chat to Syd Vernon - Kabel Client.
See Irene chat to Syd Vernon - Kabel Client.
1994
Lifestyle Financial Services formed
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Lifestyle Financial Services
Gareth Hall founded Lifestyle Financial Services, after starting as a Financial Planner in 1990.
1996
Gareth Hall and Irene Kay partner under Lifestyle Financial Services
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Gareth & Irene partner under Lifestyle
Realising similar synergies in their existing businesses, Irene and Gareth began a 20 year business partnership to build a successful and mature Financial Planning practice.
David Kissane and Tim Egger (who joined the company in 1998 and 2001 respectively) have played an integral part in building efficient business processes, working alongside Irene and Gareth to develop a well-regarded business of good repute.
David Kissane and Tim Egger (who joined the company in 1998 and 2001 respectively) have played an integral part in building efficient business processes, working alongside Irene and Gareth to develop a well-regarded business of good repute.
2013
Ginsburg Financial Services joins Lifestyle
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Ginsburg Financial Services joins Lifestyle
Jossel moved his existing business under the Lifestyle Financial Services umbrella to benefit from the security in systems, processes, qualified staff support and methodologies embedded in the business.
2016
Irene Kay, former Director and Shareholder of Lifestyle Financial Services, proudly announced the launch of Kabel Financial Services - a merger with Jossel Ginsburg of Ginsburg Financial Services.
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Our experienced team has worked together for many years and share a resolute commitment, passion and care for our work, and our clients.
We would love to hear from you
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