Kent Thomas

Lifelong Wealth Holdings Pty Ltd

Platinum
18 Yrs Experience
Lawnton, QLD 4501
 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
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 19
  • First year providing advice 2004
  • Years of experience 18
  • 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

Shop 24, 670 Gympie Rd
Lawnton, QLD 4501

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Ri Advice Group Pty Ltd

AFSL 238429

4.90
19 Reviews
5
4
3
2
1
4.95
Clear communication
4.85
Knowledge & expertise
4.95
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 19

Sort by

4.75

"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."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

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

  • Government Assistance
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

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

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kent has been advising strategic plans for me over a number of years. Each decision and direction has been well planned and carried out with excellent results. The explanation of strategies and plans has been succinct and in little need of alteration to suit personal wants."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have known Kent as an ANZ staff member for a few years and as a customer for the past 7 years. He is a very genuine and caring person. He is very thorough in his preparations at all of our meetings. He answers any questions that we may have regarding our investments. Mel is also a terrific backstop to Kent setting up appointments and more. I know a lot of stuff goes on behind the scenes. She assisted us tremendously through the mine field of Centrelink! I would have no hesitation in recommending Kent and Mel to friends and family. In fact I have!"

  • Government Assistance
  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Thomas always puts a positive slant on our situation and gives us advise that is easy to understand"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kent and his assistant Melissa are honest,trustworthy,and very professional.I have involved them for about 10 years in managing my super.I have regular appraisals and I am very happy with them."

  • Government Assistance
  • Superannuation
  • Self Managed SuperFunds
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We would have no hesitation recommending Kent to anyone needing a financial adviser. Kent conducts himself in a professional but friendly way. We have been completely happy with the service he provides."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 19

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Bachelor of Business (Accounting)

Level
7 - Bachelor Degree
Institution
Queensland University of Technology (QUT)
Completed
1992

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2013

Graduate Diploma of Applied Finance and Investment

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
1998

Certified Practicing Accountant (CPA)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
CPA Australia (CPA)
Completed
1998

Professional Memberships

Certified Practising Accountants Australia (CPA)

Membership type
CPA

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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