Thomas Sweeny CFP®
About Me
Growing up I was always a why person – I learnt quite early on that it was important to not just accept information at face value and always try to question and understand things. Some would call me curious, I liked to call myself inquisitive… Those around me always did the best they could to provide the appropriate answers to questions I raised, however money questions were never answered with a straight face, I remember responses along the lines of “money doesn’t grow on trees” or “you’ll understand better one day.” I did my best to understand the complexities of money. All that I do remember is constantly seeing money as the cause of so many problems. I remember the common question asked at family gatherings when I was quite young being “what’s your favourite school subject” to which I would usually reply “maths”- it just made sense to me. As the years went on I began to enjoy working with numbers less and less and joked that when the alphabet was brought into the classroom my enjoyment for maths disappeared. Maths had lost its meaning and I couldn’t see the value in trying to calculate a derivative for the sake of answering question 39c) of the third of ten chapters – I needed more meaning than “practice makes perfect”. I was fortunate enough to be given the opportunity to spend my university years in an administration role in a small financial planning firm, grasping with the basics and learning both at work and at university. I also worked in both hospitality and retail roles during this time – making the most of semester breaks earning extra money where I could and enjoying connecting with customers on a more personal level. Skip a few years and now I am fortunate enough to work with HPH Solutions where we help our clients along their journey to a better financial life. It’s hard to explain why I enjoy what I do however I guess working with numbers with a purpose does make it more enjoyable than just to get to the end of a mathematics exercise book.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
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Years of Experience 6 Years
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Licensed By Tfg Australia Pty Ltd
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Advice Fees From $5,280