Kent Thomas

Lifelong Wealth Holdings Pty Ltd

Platinum
20 Yrs Experience
Bald Hills, QLD 4036

 I set out to deliver a clearer sense of direction and calm to my clients, to help ease the anxieties and worries that can come with making financial decisions for e.g. "Can I afford to retire at 62?". 

I love helping people work out their right mix of investments to live long and full lives well, managing mindfields for them such as centrelink, big spending decisions and even funding their holiday of a lifetime.

I can help you learn to see the big picture and rest easier knowing a plan is in place that ultimately accounts for inevitable market volatility, unexpected life events and even the odd welcome surprise. 

Ultimately, our in depth discussions ensure that you're only taking on as much risk as you have the ability, willingness and need to do so.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

1. Complimentary 15 min discussion to assess whether you need personal financial advice.

2. One off meetings and advice regarding a certain circumstance $330 per hour

3. Financial advice plan and implementation ranging between $3300 - $6600 depending on the complexity of your situation.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.93
  • Number of reviews 19
  • First year providing advice 2004
  • Years of experience 20
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Applied Finance and Investment
    • Certified Practicing Accountant (CPA)
  • Language spoken
    • English

Lifelong Wealth Holdings Pty Ltd

9 Bald Hills Rd
Bald Hills, QLD 4036

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

RetireInvest

AFSL 238429