Declan Thomas

Partnership Wealth

Gold

9 Yrs Experience

Perth, WA 6000

About Declan
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A financial planning experience with me starts with what your ideal future looks like and what matters most to you in our advice relationship.

I provide insights into where you are today, the challenges you may need to overcome and the different financial strategies that can support you to get to where you want to be.

We partner together to ensure the plan is implemented effectively, connect regularly so you remain on track with the plan as life changes and I am there to support you with major financial decisions as they arise.

I provide holistic wealth management covering cashflow & debt management, superannuation & retirement, investing, life & income protection insurances, estate planning & wealth transfer and tax minimisation.

This ensures your investment strategy aligns with your goals and ideal lifestyle, so you have absolute confidence the money will be there when its needed.

Please get in touch on 0425 731 069 to discuss how financial planning could support you and your family.

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 July 2026

Declan (and Partnership Wealth) have been advising me and looking after my financial arrangements for a few years now.

I have always found Declan and the team to be available for any questions and/or advise - with a trusting, calm and attentive attitude.

4.75 July 2026

I find Declan to be very down to earth and explains things as we go through my portfolio giving me a greater understanding of reasons why changes are made.

5.00 July 2026

I’ve been very impressed with Declan’s service. He is incredibly responsive, and his attention to detail is outstanding.

We needed to set up an SMSF within a very tight timeframe, and Declan managed to get everything organised quickly and efficiently. He took the time to answer all of my questions in a way that was easy to understand, and I particularly appreciated how he explained the reasoning behind each of his recommendations rather than simply telling us what to do.

He also reviewed our insurance policies, helping us reduce our premiums while ensuring we still had appropriate financial protection if something were to happen to us.

I’m very happy that we found Declan and wouldn’t hesitate to recommend him to anyone looking for a knowledgeable, capable, and approachable financial adviser.

5.00 June 2026

Declan was a pleasure to deal with. He is professional, transparent, responsive and reassuring. He really takes the time to understand your goals and provides detailed advice and recommendations on what suitable options are available to meet those goals. We feel confident that Declan has our best interests at heart and would highly recommend his services.

5.00 June 2026

Declan brings a rare mix of deep investment and insurance expertise, excellent communication, and the tenacity and resilience to get outcomes in unique scenarios. He has always put our interests first and is a trusted advisor to our family.