Declan Thomas, CFP®

What I do:
I help you develop a set of achievable short and long term goals that sees you and your family live a fulfilled life in line with your values. Considering your unique circumstances I provide clarity on any gaps in your current position and what you might not be seeing.

I am the go to person for your financial needs, taking the complicated and providing an easy to understand solution so you can get on with life, worry free.

How do I do it:
I am a specialist in holistic wealth management, bringing together all the elements of your financial position to ensure you remain aligned to your core values and goals. Providing clear, concise and effective recommendations through a consultative advice process to ensure you make the most out of available opportunities.

I have a developed network of professional advisers that I can lean on for quality and affordable expert advice in accounting, tax, law, estate planning, general insurance and finance. Ensuring you don't get poor advice that is not in your interests.

Most importantly I ensure that your plan gets implemented effectively, there's not much point in knowing what to do and then not getting it done.

I am available to you when you need me to receive timely advice, but also ensuring we catch up regularly to review the plan and check on your progress.

Why do I do it:
The happiest people I know find joy in the service of others, it can be a truly enjoyable profession at times.

Services: Throughout our engagement you will receive the following services.

1. Cashflow Planning, Budgeting & Banking Structure Advice
2. Debt Structure, Consolidation & Management
3. Investment Structuring, Strategy, Selection & Review4. Superannuation, SMSF, Pension & Retirement Income Strategies
5. Estate Planning Solutions
6. Risk Mitigation & Personal Insurance Solutions
7. Business Succession & Risk Planning
8. Tax Minimisation Planning

< Prev Page