Declan Thomas Cfp® Email & Phone Number

We are:Privately owned and operated.Solely client focused.Caring, considerate and compassionate.We do: Lifestyle financial planning.Goal-based investment management.Behavioural coaching.We don't:Take kick backs from product providers.Manage money without a financial plan.Run from tough conversations. Do check out our website: https://www.partnershipwealth.com.au/If you would like to talk to me about how I can help you to plan for your future, contact me on 0425731069 or e-mail me at declan@partnershipwealth.com.auWho we help:The clients of Partnership Wealth comprise of Pre Retirees, Business Owners and Professionals seeking a trusted financial adviser to support them and their family group with creating and protecting wealth. What we do:We work together to develop achievable short and long term goals that sees you and your family live a fulfilled life in line with your values. We address any pressing issues or opportunities, to ensure you make an informed and effective decision.How we can support you:We are specialists in holistic wealth management, investment strategy and retirement planning, bringing together all the elements of your finances to ensure you are aligned to your goals and core values.We provide clear, concise and effective recommendations through a consultative advice process to ensure you make the most out of available financial opportunities and position yourself for future success. We have a complete network of professional advisers that we can lean on for quality and affordable expert advice in business coaching, tax, commercial law, estate planning, general insurance and finance broking. Ensuring you don't get poor advice that is not in your interests.Most importantly we ensure that your plan gets implemented effectively, there's not much point in knowing what to do and then not getting it done. We are available to you when you need us to receive timely advice, but also ensuring we catch up regularly to review the plan and check on your progress.Why I do it:I get great satisfaction from helping, no other job builds amazing relationships quite like my role as a financial adviser. GENERAL ADVICE WARNINGThe information provided is general. It does not take your needs or circumstances into consideration, you should look at your financial position, objectives and seek financial advice before making any financial decisions. Partnership Wealth Advisers Pty Ltd is a Corporate Authorised Representative of Australian FSL, AFS License number 528449.

Listed skills include Microsoft Office, Microsoft Excel, Teamwork, Financial Planning, and 15 others.