Thomson Wealth, led by the experienced Gianna Thomson, is a financial planning and advisory firm based in Canberra. With over 20 years of financial services expertise, Gianna and her team specialize in providing bespoke financial advice tailored to individual goals and concerns. They offer a range of services, from personalized financial plans focusing on specific goals like retirement planning or business insurance advice, to a premium comprehensive service known as the ‘Your Family Chief Financial Officer (CFO) Service’.
The philosophy at Thomson Wealth revolves around putting clients’ best interests first, with a commitment to transparency and client satisfaction. The firm caters to a clientele of business owners, professionals, and high-income families in their 40s, 50s, and 60s. Gianna’s background working with superannuation funds, banks, and financial advice licensees uniquely positions her to attract senior public servants seeking expert advice on their defined benefit schemes.
Thomson Wealth operates under the ethos of building strong client relationships, focusing on quality over quantity. With a dedication to providing personalized financial advice without investment commissions or percentage fees, the team at Thomson Wealth aims to empower clients to achieve their financial goals and secure their financial future. As authorized representatives of Fintegrity Wealth Advisers Pty Ltd, Thomson Wealth upholds high standards of professionalism and integrity in the financial services industry.