Declan Thomas

Partnership Wealth

Gold

8 Yrs Experience

Perth, WA 6000

About Declan
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I work with family groups to clarify why they do what they do, what's most important to them and what their ideal future looks like.

I provide my clients insight into where they are today and the challenges they need to overcome, the different strategies that can support them to get to where they want to be, and connection to a network of professional advisers that can help them execute.

We partner together to ensure the plan is implemented effectively, connect regularly so clients remain on track with the plan as life changes and I am there to support them with major financial decisions whilst project managing outcomes that are central to achieving the plan objectives.

I provide holistic wealth management covering cashflow, debt management, superannuation, investment, life insurance, estate planning and tax minimisation. This ensures clients are investment are structured tax efficiently and that our investment strategy aligns with client goals.

Please get in touch to discuss how financial planning support could work for you.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Aged Care
Cashflow & Income
Complex Investments
Socially Responsible
Small Business Advice
Borrowing
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

Our advice costs are based on the 3 key factors:

1. Complexity of the advice required

2. Implementation time and risk

3. Value of advice

We quote a fixed price fee for any work completed.

Initial advice fees start at $2,200 incl GST

Ongoing advice fees start at $350/mth incl GST

5.00 December 2025

Since meeting with Declan, he has made it his business to completely understand our current situation and goals. This underpinned the thorough review, advice and strategy that he has driven. Feel much more at ease having someone with his capability navigating us and setting us up for success.

5.00 December 2025

Absolute pleasure to work with, an asset to Partnership Wealth

5.00 November 2025

It was great having Declan help with my finances. Declan genuinely wants to help his clients and is considerate, approachable and thorough. I highly recommend Declan for anyone who is after a financial adviser. I have already recommended family members see him and will continue to recommend Declan to family and friends in the future.

5.00 November 2025

We first met with Declan in mid/late 2024 to discuss how we could start to set ourselves up for our future and work towards our retirement goals. Declan was very understanding of our current financial situation and our future goals for our family and long term retirement goals, he provided us with multiple options on how we could work towards those goals whilst building a new house and paying our current mortgage.

Declan assisted us in understanding how our superannuation can really work for us, linking us in with new funds of which we are already seeing a positive return. We have also been able to discuss and set up life insurance along with a will to support our family should we need it in the future.

We have great confidence in Declan’s knowledge and expertise, we look forward to seeing what we can achieve throughout this financial year with his guidance

5.00 November 2025

Declan is incredibly professional and approachable. He’s provided us very up to date, individualised and knowledgeable advice. We highly recommend Declan to our friends and family.