Why Get Financial Advice?
Financial advice can help you make better decisions about your financial future at any stage in your life. You work hard so why not make sure your money is working as hard as you are?
The value of good financial advice isn’t exclusive to ‘the wealthy’. We all have the potential to build financial independence. A skilled Financial Adviser could help you reach that potential and put thought into action, especially if you tend to put things off.
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money for the future
Investments
Everyone has different needs and circumstances. Please contact us before you start putting your money into any form of investment.
Wealth Protection
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right solution for you and your family.
Self Managed Super
An SMSF is one where you, as a trustee and member, have responsibility over the management, investment and admin of your super fund.
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Estate Planning
We’d all like to leave a legacy once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
Our Difference
Explore How We Do Things Better
We do more than just provide financial advice. We work with our clients to plan the journey, navigate the obstacles, and help our clients reach their financial potential.
Our financial planning process
Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.
Step 1
Step 2
Step 3
Step 4
Step 5
Discovery Call
Let’s have a quick chat so we can find out how we can work together to help you achieve your goals.
Gather Data
We gather data on financial situation so we take a comprehensive look at your life and finances.
Financial Plan
We create a personalised financial plan that will serve as a roadmap towards your goals.
Implementation
We now put your financial plan in action by implementing all your personalised strategies.
Support
There is no ‘set and forget it’. We stay in touch and review your plan based on major life changes or market factors.
Insights
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The Age Pension and your retirement plans
Most people intend to retire between ages 65 and 66, according to the latest data and, surprisingly, despite growing superannuation…
Estate planning gives you a final say
Planning for what happens when you pass away or become incapacitated is an important way of protecting those you care…
Insuring against loss of income
Protecting income from unexpected illness and injury is particularly important to anyone with a mortgage to service, small business owners…
What our clients say
The team at Thompson Financial Planning were incredible to deal with. They made the process super simple, were on hand and available for any questions and support and helped me set up an achievable plan to work towards my financial goals. Will definitely recommend their services to my friends and family.
Sue Richards, NSW
“Zaide has been my financial planner for over six years. During this time, I have always found him to be extremely professional, honest Most importantly, he has been available to me whenever I need to call on him.
Zaide's calm and sensible advice assisted me greatly to weather the global financial crisis. He takes the time to truly listen and understand my needs, which I feel is critically important given I am in my mid 30's and am trying to build wealth for my family’s long-term future, "
Jacob May NSW
I have nothing but praise for the team at Thompson Financial Planning. All of their team are friendly and helpful, always willing to help. The trust i have built with Julie has given me great confidence with my financial decisions
Maddison Miles NSW
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