Helping professionals, executive level public servants, retirees and business owners get financially well organised and plan for their future.
As a fellow professional and business owner, I understand that it can be stressful and time consuming to juggle a career, family, personal life, health and wellness… and then finances on top of it all. As I will be by your side as your Money Coach and Financial Planner, you can focus your valuable time and energy on other matters. You will be financially well organised and have the confidence that you are making the right financial decisions for you and your family. I also collaborate with other experts such as a lawyer, accountant and mortgage broker to save you the time from doing so.
I am a committee member for the Financial Planning Association of Australia and Women in Super. Due to industry experience I am also an expert in the Commonwealth superannuation schemes, such as the PSSap, PSS and CSS whereby my expertise is often sought after by fellow financial planners and Government professionals.
I am a Certified Financial Planner (highest designation for financial planners) and finalist for the 2017 First State Super Financial Planner of the Year Award. My business, Thomson Wealth Pty Ltd, is a corporate authorised representative of Fitzpatricks Private Wealth, which is a private wealth firm.
Financial planning & the Wealth Program
Financial advice is a trusting relationship whereby we work through your financial situation, concerns and your financial hopes and dreams for life; now and in three and 10 years’ time. By being selective with whom I work with, this ensures I have a low client to adviser ratio so I have the time to spend with you and work with you.
My ultimate goal is to build a trusting working relationship with you so you feel comfortable talking to me about your professional and personal life — as this ensures my financial advice to you best positions you for success at all ages and stages at life.
Depending on the service package that is right for you, I can solely review your personal insurances or provide comprehensive financial advice via the Wealth Program.
The Wealth Program includes:
Understanding your situation now and what you wish it to be in three years and in ten years — your life plan — via a 90 Minute Discovery Meeting.
Comprehensive financial advice in regarding superannuation (industry fund, retail fund, public sector fund or SMSF), cash flow management (money coaching), investment portfolio, debts, personal insurances, taxation, Centrelink, wealthprotection plans, estate plans and retirement plans.
An engaging Strategy Meeting including forecast modelling, investment portfolio risk analysis and advice, 12 month Financial Game Plan, Statement of Advice, managing all the paperwork to implement the advice and an annual review to keep you accountable to stick to the plan, and up-date your financial strategy due to personal and legislative changes.
Step 1 of 5 Steps to Financial Freedom involves having a positive money mindset, mindful spending habits and a self sufficient cash flow system. Start making smarter decisions with your cash flow, budgeting and spending habits by completing this exclusive one-on-one Money Coaching program.
Myprosperity & My Wealth Portal
You can set up your own My Wealth Portal with Myprosperity for free or upgrade for a small fee of $33 per month without any locked in contracts. Money Coaching clients and Wealth Program clients clients receive the up-graded Gold Package for free.
Budget on the go with the app
Set goals and budgets, then track transactions. Every spend is automatically categorised so you know exactly where your money is going (upgraded access only)
Stay on top of every dollar spent
Thanks to live data feeds (upgraded version only), get a real-time, comprehensive snapshot of your entire financial world including your properties, share portfolio, bank accounts, loans and superannuation balances with regular insights to track how things are evolving.
Beyond finances, myprosperity helps you get your life organised
If you choose to, you can store all your important documents in the cloud , including wills, insurances, receipts, and rental statements.
Don’t have a will? Generate a legally binding will, drafted by a leading estate planning law firm.