Kent Thomas

Lifelong Wealth Holdings Pty Ltd

Platinum

19 Yrs Experience

Bald Hills, QLD 4036

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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.

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

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.

4.75 May 2020

In the labyrinth that is pre retirement super advice, Kent was able to cut through the complexity and present an outline which I found easy to understand and relevant to my situation. More important was the extended assistance offered with government interaction and assistance with paperwork as retirement comes closer. Kent’s offered support is a big load off my mind and i’m looking forward to easing into retirement.

5.00 September 2018

Kent has given advice to both myself and husband (Colin and Maureen Broad) for the last 7 years regarding our super funds. He had always been very pleasant and helpful. I and my husband would not hesitate to recommend Kent to anyone in need of financial advice and support.

5.00 September 2018

Helps with all problems when we need help, and advises us when ever we need financial advise

5.00 August 2018

Kent has been an integral part of managing my finances, always providing great advice and support in my transition from work to retirement and beyond. I would highly recommend Kent for any financial advice, as he is an expert in his field and highly skilled.

4.00 July 2018

Kent is a no-nonsense, knowledgeable advisor who has gained our confidence and respect.

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