Thomson Wealth - Financial Planner Adviser in Canberra - Curtin, Australian Capital Territory

When seeking professional financial advice in Canberra, Thomson Wealth stands out as a reputable choice. Located at 38 Allan St, Curtin ACT 2605, Australia, this women-owned firm offers a comprehensive suite of financial services tailored to meet the diverse needs of its clients.

Key Features:

- Financial Planning: As Financial Planner Advisers, Thomson Wealth specializes in crafting personalized financial strategies.

- Investment Services: They assist clients in building and managing investment portfolios.

- Life Insurance Agency: Providing expert advice on life insurance products to protect your future.

- Superannuation Consultancy: Offering guidance on superannuation options to maximize retirement savings.

Accessibility and Convenience:

Thomson Wealth prides itself on being fully wheelchair accessible, with features including an accessible entrance, parking lot, restroom, and seating, ensuring a comfortable experience for everyone. They also offer online appointments for those who prefer remote consultations, along with onsite services for in-person meetings.

Additional Points of Interest:

- The firm has garnered positive attention, with 12 reviews on Google My Business, boasting an impressive average opinion of 5/5. This indicates a high level of client satisfaction.

- They offer free street parking and on-site parking, making it convenient to visit without the hassle of finding a spot.

- For those who appreciate inclusivity, Thomson Wealth is not just LGBTQ+ friendly but also provides a transgender safespace.

Recommendation for Potential Clients:

If you're looking for reliable financial planning services in Canberra, Thomson Wealth is highly recommended. Their commitment to inclusivity, coupled with their comprehensive range of financial services, makes them a top choice. To schedule an appointment or learn more about their services, visit their website at thomsonwealth.com.au. Given the appointment requirement, it's advisable to book ahead to secure your slot.

Their dedication to accessibility and inclusivity, along with the excellent feedback from clients, makes it clear that Thomson Wealth is not just a financial advisor but a trusted partner in your financial journey. Don't miss the opportunity to benefit from their expertise. Contact them today to take the first step towards securing your financial future.

👍 Reviews of Thomson Wealth - Financial Planner Adviser in Canberra

Simon R.

5/5

Gianna Thomson provides excellent service. This is not just about the high quality and value of her advice, but also the way she tailors her approach to carefully suit her clients' needs.

As people who are not confident investors - or particular good at maths! - Gianna was very skilled at understanding and drawing out our goals, while gently educating us about superannuation/taxation opportunities.

Gianna uses her strong interpersonal skills to ensure she is meeting her clients' needs in the optimal way. The outcome for us was sound, practical, plain english advice that exceeded our expectations. And a strong sense of confidence about future dealings we will have with Gianna and the team.

Trish B.

5/5

We were looking for advice on how to plan for retirement and Gianna was recommended by our accountant.
We got to know Gianna over a period of a few months, meeting with her several times as she grew to understand our retirement expectations.
Gianna is very knowledgeable and has provided us informative guidance. She takes the time to clearly explain the differences between our options to ensure we make informed decisions.
The process has been very smooth so far and we look forward to working with her in the future.

Samantha H.

5/5

Thank you Gianna for all your help in creating a finance guide for our family. I would recommend Gianna to anyone who needs to become more financially savvy. Lots of options and she listens.

Nikki A.

5/5

Gianna has been great as our financial planner because she puts our interests first. She listened to what we wanted and helped us achieve our financial goals!

Deanna E.

5/5

Gianna has been amazing to work with over the past 4 years. Responsive, caring and knowledgeable. Thanks Gianna!

Amanda T.

5/5

Gianna is very organised and helpful. She clarifies any questions in clear terms. Very happy with her service 😊

Allira A.

5/5

Gianna was great to work with - clear and sound advice, delivered in an easy to understand and actionable way.

Kim D.

5/5

I have been seeing Gianna for a couple of years now and she has continued to give me great financial advice.