Principal
General Manager
Compliance & Advice Team Manager
Senior Adviser
Senior Adviser
Adviser
Mortgage Broker
Advice Support Manager.
Risk Specialist
Advice Support Manager.
Advice Support Manager.
Advice Support Manager
Client Service Coordinator
Office Manager
Receptionist
October 24 August 24 July 24 June 24
2022/2023 Federal Budget Planning in your 40s Children and Money habits Five Financial Goals for the New Year The Mental Health Benefits of Exercise Why Insurance Matters When is The Best Time to Invest Critical Illness Insurance
Community and charity organisations provide wonderful opportunities for such a diverse range of people and we proudly support their efforts.
Tempus Wealth & Warren Saunders Insurance Brokers held our “Trek for a Cause” in May 2024. It was a fantastic day with over 70 participants walking distances of 30km, 20km, 11km, or 6km to raise over $7,500 for Diabetes Australia, a cause that helps empower people to live well with Diabetes whilst raising much needed funds to find a cure. Click here for the video.
Tempus Wealth was pleased to support Project AMP, an event ran by James O’Leary, owner of Undisputed Performance and Rehab - Project Any Means Possible (AMP) involving a swim around Shark Island in Cronulla followed by a run at distances between 5-21km. The idea of the event is to promote the community into a better lifestyle and strive to achieve their goals.
Tempus Wealth & Warren Saunders Insurance Brokers had an amazing Trek in June 2023 supporting Calvary Health Care Kogarah, a cause very close to our hearts, an organisation that WSIB founder, the late Warren Saunders was a huge supporter of - Calvary Health Care Kogarah. Our teams took on one of the trek options of their choosing (28kms, 20kms, 13kms or 6km) and walked to raised $7,568 to help enable the hospital to purchase equipment and help them continue to enhance their provision of comfort and care for the benefit of their patients. Click here for the video.
Tempus Wealth & Warren Saunders Insurance Brokers had a great day taking on the Botany Bay Coastal Trek. We raised $5,700 on the day to support Beyond Blue and raise awareness about Mental Health. A big thank you to our many raffle prize sponsors. Click here for the video.
Every donation helps and makes a significant impact to mental health in Australia. Click here to donate.
We are proud members and supporters of this wonderful initiative click here for intro. A long term client of ours has been the initiator of the Intergenerational practice research program and has worked with other passionate health professionals to get it to bring it to life. The work and their mission is extraordinary and we look forward to watching the many benefits it strives to achieve in preventing Ageism and juvenile delinquency as well as just making people’s lives better…
In May 2021 we hosted a charity event supporting MIA. Clients, industry and personal friends joined our Tempus Team in completing the Coastal Trek in the Royal National Park. We had over 60 participants and raised $7,485 that has gone straight to Melanoma Institute Australia. We have plans for bigger and better next year! Click here for the video.
The junior rugby league football club for Gymea is known as the “Gymea Gorillas“ and they entered their very first competition back in 1963. They remain a family orientated club who provide every player with the opportunity to play the great game of rugby league, no matter what their ability. It is about having a go.
The objectives of the Royal Challenge are to raise money for Sydney Children’s Hospital Foundation and inspire people to invest in a healthy lifestyle. #CommunitySupport
The Royal Challenge organized by local Steve Southwell is an adventure race that took place last Sunday comprising a 21km kayak and 21km run in the royal national park.. The event raises money for various community organisations.
Tempus Wealth, a local Financial Planning business chose CSLSC as their charity. Sales from towels they provided resulted in a $1070 donation to our club.
This is a fantastic, well-run event that gives back to the community.
Thankyou Tempus Wealth and The Royal Challenge!
We will once again be hosting the 2025 NRL and AFL Tipping competitions for our clients, staff, friends and family.
Entry is $25 per competition and the total pool will be awarded to the top three Tempus' Tipsters in each competition. Click here for more information on how to join.
Click here to download Tempus Wealth Cocktail Suggestions.
From the very first interaction I had with Tempus Wealth, I felt looked after. I had wonderful support in managing my finances, selling properties, and getting advice on new loans to purchase a new property. I also received helpful referrals for other services including accounting and legal services. the professionalism, friendliness and knowledge of those who I worked with was second to none. Thanks to Tim D'Astoli, Sam Drury and the rest of the team!
10 out of 10
From the start it gave a great feel. Initially we saw Tim DÁstoli for financial planning and he gave advice, from there we met with Sam Drury and she assisted us from the broker side, to purchase an investment property. Both gave us a good feeling with professional advice. Sam was then easy to contact making sure all went to plan.
10 out of 10
I’ve always been an active person and keeping fit is not only a hobby it’s part of my job as a professional footballer. Like a lot of people you think serious illness won’t happen to you so when I received the news that I had cancer it was a huge mix of emotions. It’s like I still didn’t believe it and that’s really the way I dealt with it the whole way through.
My wife Sonia and mum Sharon were really knocked about by the news. Like any family member would, you think about the ‘what if’s’. I was out of action for a number of weeks and there were moments there where it did cross my mind ‘what if I can’t play again’ and ‘what will I do to earn an income’. Obviously my health was first and foremost but it was only natural to have concern for our future.
Back in 2001 when I first started playing grade footy, I made the decision to seek professional financial advice. I knew there was an end date to this career and I wanted to ensure the opportunity was maximised. As an 18 year old personal insurance was certainly not top of mind and I never thought I’d need to use it. It’s advice that I’m certainly glad I took.
We’ve been farmers our whole life. After we built up and sold our first farm we moved to a much larger property – this meant taking on more debt and more work. The work side of things has never worried us as that is what we know however the finance side of things was something we felt should be looked at by someone who is in that game.
For us, seeing a financial planner was like tidying up loose ends. It brought everything under one umbrella and gave us a clear and achievable path forward and into retirement.
Our personal insurance has been put in place so that if either of us were to get injured and couldn’t work, the other could continue running the farm without any worry about money.
Our superannuation has been tidied up and put into a better fund so that we can achieve a comfortable retirement. We were also advised to refinance our loan with a much better interest rate, which we did. The process was handled by Tempus Wealth which made it easy for us.
We certainly have peace of mind now in regards to our financial future and really feel like we want to spread the word. We’ve just seen it as outsourcing our unnecessary worry.
Jamie was only 49 with a wife and two young children (the youngest being 5 days old), when he suffered a massive stroke. Previously fit and healthy, a non-smoker and with no family history of stroke, he never in his wildest dreams imagined it would happen to him.
He was attending a social gathering when all of a sudden he felt a strange sensation down his left side. Luckily for Jamie there were people in attendance that recognised what was happening to him. He was rushed to hospital, underwent surgery was swiftly put on an intensive rehabilitation program, which included re-learning how to walk and talk.
Fast forward to today and Jamie is back working and even completed the Sutherland to Surf charity fun run. Jamie largely attributes his amazing recovery to getting to hospital quickly and being able to afford, through his insurance, intensive rehab.
We have found that many of our clients require specialist advice in the areas of Buy/Sell, Keyperson and Income Protection insurance. Our long association with Tempus Wealth has enabled us to refer our valued clients with the confidence that they will receive tailored advice that is appropriate to their circumstances.
As clients ourselves we have benefited from their professional services and commitment to ongoing reviews. — Vince Choy
Principal
The best part about being a Financial Planner is developing relationships with my clients and working to grow that over time. Part of the financial planning process is solving problems - I believe there’s always a solution, no matter how complex the issue may be.
I like to look at the big picture, to understand where my clients are now and where they want to be in the future. For me, it’s about getting the job done and achieving the best outcome. Anything can be dressed up to look and sound good but you need to be able to back it up with results. It’s very rewarding to be able to provide my clients with the strategic vehicle which allows them to reach their goals.
Outside of work I’m kept busy with children’s sporting activities as well as keeping fit myself. I also enjoy dining out with great friends, and good wine.
General Manager
I get a lot of joy out of working with a team of great people who are passionate about what they do. What personally drives me is the challenge of ensuring our client experience with us is personal and professional. I believe what we do makes a big difference in people’s everyday lives. To witness a client's journey, from the moment they make contact with us to them reaching their goals, is hugely rewarding for me. I like making a positive difference in people’s lives, it genuinely makes me happy.
Outside of work, I am married and have three adult children whom I love to spend time with. Living in the Shire all my life, I love spending time outdoors, keeping fit and socialising with our wonderful friends. These are all very important to me and are a priority for ongoing health and happiness.
Senior Adviser
I feel fortunate to work in a role where I can help people make informed choices that give clarity, direction, and peace of mind. My late father taught me how to trade shares as a teenager and I’ve had a keen interest in finance and investment ever since. In my years as an adviser, I’ve learnt that the right combination of empathy, investment expertise and sound technical knowledge enables an adviser to make a meaningful difference to the lives of clients.
I thrive on building relationships with people and helping them meet their short, medium and long term goals. Having the right roadmap in place can provide you with the financial confidence to both live the life you want and be well-positioned to deal with the unexpected.
When I’m not at work, my hands are full with a young family and I also enjoy running the nearby bush trails in the Royal National Park.
Practice Manager
Whether it's applying for a loan, preparing for retirement or creating and protecting wealth, for some people navigating their financial situation can be a daunting task. I love working with a team of professionals who use their skills and expertise to assist clients by bringing clarity to their goals and develop strategies to help achieve them.
The financial planning environment is ever-changing so to be able to ensure that the Tempus Wealth team, business and processes are at the forefront of these changes is a very rewarding role.
Senior Adviser
Being a financial adviser allows me to convert my passion for all things finance and economics into helping people live a better life.
Giving advice for over 20 years, also means I have seen it all. Not just how investments and strategies move and evolve, but how people feel and the impact of not only the good times, like great gains in shares and property markets, but tough times like the GFC. It means I know and see the rewards of solving problems, having solid strategies, and what leads to results. It is also why I know how important it is to keep my clients informed, have open discussions, and truly understand what money means to them.
My goal is to give you contentment on your financial life.
When I am not at work, it’s often time spent looking for ways to enjoy the sunshine with the family. We love the chance to get away for the weekend in the caravan.
Senior Adviser
After graduating from the University of the Sunshine Coast and having now spent more than 10 years in the Financial Advice industry working in the Sutherland Shire, I have continued to develop my knowledge and skills in all areas of Financial Advice.
Through my role at Tempus Wealth as a Senior Adviser, I take great pleasure in helping my wide range of clients from young wealth accumulators, pre-retirees, retirees and elderly Aged Care residents achieve their goals and reach financial freedom.
In my downtime enjoy getting outside and enjoying all the Sutherland Shire and surrounds have to offer, so if you see me don’t be afraid to say hi!
Compliance & Advice Team Manager
As a Shire resident with a young family and a career built around financial advice process and compliance, it was important for me to find a team that shares my values in providing financial advice aimed at achieving the best outcome for our clients. In my role as Compliance and Advice Team Manager, I see Tempus Wealth delivering on this every day. Coupled with a genuine desire to continuously learn and improve, I see Tempus Wealth as a trusted advice business for myself and my local community.
Outside of work, my wife Amanda and I are regularly seen chasing after our 2 children around the local parks, beaches and sports venues.
Adviser
Financial Planning to me is about maximising what you have to enjoy the life you want both now and into the future. I love showing clients how our strategies can help them live their best life, and then helping them refine the strategy as they progress through their lives. I really enjoy helping people and making a positive difference to their life.
Outside of work I love to travel to new places, and learn about other cultures/history and cuisines. Personally, I am married with 3 kids and 2 dogs.
Client Service Manager
I am a Shire boy that has been involved in the financial advice industry for 3 years running. Financial advice has evolved from ‘occupation only’ to an absolute passion of mine. I feel accomplished in being part of a team that meets people from all walks of life, with different financial goals, and advising them to achieve these goals. In the short term, I look to learn as much as possible from the team at Tempus with hopes to one day become an Adviser.
Outside of work, you will find me out enjoying the beach, rowing surf boats at Wanda Surf Club or at the SCG cheering on the Swans.
Client Service Manager
I have been in administration, banking and finance for well over 15 years and get great satisfaction from solving complex problems for clients and helping them achieve their objectives.
I enjoy being part of the Tempus Wealth team who are so clearly passionate about making a positive difference in people’s lives.
Outside of Tempus Wealth, I enjoy travelling, tennis and spending time with family.
Office Manager
I’ve spent most of my working life in a professional office, and I am happy to say that I’m still learning every day. I love that Tempus Wealth is a forward-thinking practice that is team focused and has the success of our clients at its core. I strive to do my job to the best of my ability and ensure every client receives the highest standard of service.
On the weekends I can be found chasing my beautiful grandsons around sporting fields or the beach.
Client Service Manager
I have spent most of my adult life working in the Financial Planning Industry from Marketing through to my new role in Customer Service.
I look forward to working with the Tempus Wealth team and clients. I believe it is a privilege to find solutions and opportunities for our clients’ financial planning programmes and will do my best to deliver the highest quality of service.
Outside of Tempus Wealth, my other passion is my family. I love weekly family dinner night with my husband, four boys and their partners and when I have down time –travelling, reading, walking and dinner in good restaurants.
Client Service Manager
I am currently studying a Bachelor of Business majoring in Financial Planning at University of South Australia (online). I was interested in financial planning from a young age and want to pursue a career as a Financial Advisor in the future. I look forward to working alongside experienced Financial Advisors and strengthening my skills and knowledge as well as meeting with clients and building long-lasting relationships. Outside of work I enjoy going camping with my partner, meeting up with friends and being at home with my dogs.
Client Service Coordinator
I had just completed my HSC when I joined Tempus Wealth, with no clue on how I wanted to begin my journey into adulthood. At first I wasn’t sure it would be for me, though after seeing how much thought goes into every aspect of our services and how much care all of the team puts in, I knew Tempus was the place for me.
I am passionate about putting effort in and seeing someone benefit from it. Working at Tempus Wealth and seeing clients walk out the door with a smile on their face gives me the best satisfaction that I could have.
Receptionist
After a career based in the HR/Recruitment industry, it was time for a new challenge and joining the team at Tempus Wealth has proven to be the right move for me. I thrive when working as part of a team and enjoy supporting those around me to provide exceptional service to our clients. I’m excited to learn all about the Financial Planning industry and how we can assist our clients to achieve their goals.
My “down time” sees me spending time with family and friends, enjoying weekends away, travelling overseas and creating memories for life.
Client Service Assistant
I am in a lucky position to be able to work in the financial planning industry whilst studying financial planning at the University of Wollongong. I enjoy learning from my experienced colleagues at Tempus Wealth and being a part of this amazing team. Being a part of the process to achieve a client’s goals is extremely rewarding for me as I continue to grow in my role. Away from the office I enjoy playing footy and keeping fit, along with travelling to see new places.
Mortgage Broker
Client Service Manager
I had the pleasure of joining Tempus Wealth in 2022 and have enjoyed being a part of the committed and dedicated team of professionals we have here. Getting to work alongside the talented advisers we have amongst the business, I have gained the experience to assist our clients to find financial comfort and allow them to meet their financial goals. To me, financial advice has always been a career of interest due to the relationships that are formed with clients, opposed to other areas within the financial industry which are primarily based around numbers. In the future, I plan to continue my development with aspirations of becoming a financial adviser within the business.
Outside of work, you’ll find me down at the beach, playing footy on the weekend, or visiting my hometown of Mollymook on the South Coast.
Risk Specialist
I am very passionate about Insurance, its protecting what matters most. As a seasoned risk insurance specialist, I bring expertise and dedication, with a keen eye for detail and a thorough understanding of the intricacies of risk management, Whether it's safeguarding businesses against unforeseen liabilities or providing peace of mind for individuals and families, trust in my expertise, to ensure your future remains secure."
Outside of work I enjoy Travelling and spending time with Family and Friends.
Client Service Manager
Originally from the “small” town of Wagga Wagga, I have always had a passion for everything finance. After completing an internship at an investment management firm, I decided to give the financial planning industry a go. This journey has brought me to Tempus Wealth, a firm that allows me to make a real difference in people’s lives. It is a privilege to work alongside a team of dedicated professionals who are not only experts in their fields but also genuinely care about their clients.
When I’m not at work, you will probably find me refining my stock portfolio or watching formula one.
Client Service Manager
I am a recent graduate from the University of Sydney joining the Tempus Wealth team. I was drawn to financial planning straight out of high school, starting a part time job in the industry while I was studying at University. From here I was set on training to become a financial adviser due to the nature of this rewarding industry where I can build strong, long-lasting relationships with clients and help them in their own financial journey. I have joined Tempus Wealth to continue to build my financial planning skills in a hard working and dedicated environment.
Client Service Manager
I completed my studies in financial planning at the University of Wollongong in 2020 and it’s a great pleasure to be a part of such an amazing and dedicated team at Tempus Wealth. What I really enjoy about financial planning is being able to assist people, build great relationships and involved in providing holistic advice that lasts a lifetime. My aspirations are to learn from the talented advisers we have here at Tempus Wealth and one day step into that role myself.
Outside of work, I love to spend my free time playing football, staying up until the early morning watching Liverpool FC and spending loads of time with my lovely girlfriend.
Advice Support Manager
I have always been passionate and eager to learn about all aspects of the financial services industry, coming from an investment background I am now seeking to apply those traits to my new role here at Tempus. All clients sit in their very own unique financial situations, to which I take great satisfaction in assisting and being a part of the process that helps each one unlock their very own personal financial goals. With a BCom majoring in Finance and currently undertaking my Master of Financial Planning, I have surrounded myself with a great team here at Tempus and now aspiring to eventually become a licensed financial adviser.
