About Me

WE WILL GIVE YOU PEACE OF MIND ABOUT YOUR FINANCIAL FUTURE.

As your trusted financial adviser, we help you clarify where you are now and identify your concerns. We then design and implement a Life Plan via our personal financial advice services, tracking and planning your progress from now, right through to retirement and beyond.

You will live where you want, love what you do, learn and leave a legacy that you’re proud of.

Due to her 20+ years of financial services industry experience she is an expert in investing, superannuation and public sector super.

***

HI! I’M GIANNA THOMSON.

I have over 20 years of financial services experience.

My team provide bespoke advice - no investment commissions, no percentage fees, nor referral payments.

As I run the business, financial advice will be in your best interests - not someone else's. We are here to put you in a better financial position and client satisfaction is a key priority for us.

Our clients are high-income individuals and families, and retirees, in their 40’s, 50’s and 60’s. They’re often business owners, professionals, senior public servants and Executives.

I have worked for superannuation funds, a bank and large financial advice licensees. I am also a Mum, wife and personally love investing and achieving financial goals.

This balance helps me be both a highly technical and emotionally intelligent financial adviser.

Book your 15 minute chat via our website to chat about what's on your mind and how we can help.