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Our Company

TMS was founded in 2004 by Aaron McMurray and Matthew Stephens as a boutique wealth management business providing personalised expert portfolio management, direct equities advice, funds management and structural planning advice to the private client market.

TMS currently manages in excess of $250M of client’s assets.

Privately owned by staff, TMS strives to provide the best boutique wealth management offering available in the market. Our private client advisory service is not only available to high net worth investors but also directly to intermediaries such as financial planners and accountants where we partner to provide professional investment solutions for their clients.

TMS delivers its unique offering by way of personalised direct portfolio management to private clients on a non discretionary basis, and where appropriate via Separately Managed Accounts (SMA’s) in a funds management capacity.

Direct private clients of TMS also receive if required and where appropriate full structural investment planning such as retirement planning, contribution strategies and SMSF establishment and management advice.

As a private client of TMS you are serviced by a minimum of two experienced advisors that specialise in the area of advice required. This ensures that an appropriate strategy is developed, implemented and managed ongoing in order to ensure you achieve your personal goals and objectives.

As a professional or intermediary in the financial services industry dealing in the private client market, TMS offers a unique service offering by partnering with you to provide you and/or your client’s professional portfolio and funds management services.

TMS is actively involved in the media with weekly appearances across the business and finance channels including CNBC and Sky Business. For more information or to view our team in the media please continue to our media page…..

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