Timeline Wealth Management

About

We are a boutique advisory firm that has the unique ability of being to offer both corporate benefits and personal advice.

With over 25 years in the industry, our simple and innovative approach to the employee benefit market along with our cost saving model certainly shakes things up. We are always keen to shout from the rooftops with regards to how our client firms have made some significant savings versus their existing employee benefit provider, whilst not compromising on the quality of benefits offered.

We are fully upfront about how we earn our fees. All initial and ongoing costs are thoroughly explained, therefore giving existing and new clients peace of mind that there will not be any surprises down the road.

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