FORM Financial Planning, led by Director Neil Thomason, is a reputable financial advisory firm based in Perth, Western Australia. With over 17 years of experience in the industry, Neil has a strong background working in major banks and private practices, both locally and internationally in London. His passion for empowering clients with financial knowledge and helping them achieve their goals led to the establishment of FORM Financial Planning. Neil’s dedication to building genuine, long-lasting relationships with clients sets the foundation for the firm’s philosophy of personalized and trustworthy financial advice.
Clients of FORM Financial Planning praise Neil for his attentive, proactive, and trustworthy approach to managing their investments, superannuation, and insurance needs. The firm’s services encompass comprehensive financial planning, retirement savings strategies, and insurance advice tailored to each client’s unique circumstances. Neil’s expertise in navigating complex financial matters, such as superannuation planning, has earned him a reputation as a reliable and professional advisor, particularly among self-employed individuals seeking specialized guidance.
With a focus on securing and protecting clients’ financial futures, FORM Financial Planning prioritizes understanding each client’s personal situation and goals to provide tailored financial solutions. Neil’s commitment to excellence, coupled with his strong work ethic and disciplined approach to financial planning, ensures that clients receive informed and strategic advice to help them achieve financial success. The firm’s dedication to transparency and client satisfaction underscores its mission to empower individuals and families to make sound financial decisions for both the present and the future.