Declan Thomas

Partnership Wealth

Silver
7 Yrs Experience
Perth, WA 6000

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 insight into where they are today and the challenges they face, 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 support them to get there. 

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

Expertise

  • 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

My fees

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

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2017
  • Years of experience 7
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Partnership Wealth

Level 15, 111 St Georges Terrace
Perth, WA 6000

Opening hours

  • 8:00am – 2:00pm Friday
  • 8:00am – 6:00pm Monday – Thursday

Meeting methods

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

Licensed by

Australian Fsl Pty Ltd

AFSL 528449