Alison Thomas

Unearth Wealth

Gold
12 Yrs Experience
South Windsor, NSW 2756
Asking for financial advice can be a daunting task. At Unearth Wealth we strive to make you feel like one of the family, with simple easy to understand financial advice. Whether you are seeking guidance on day-to day money management, or retirement planning there is always a lending ear; and practical strategies to unearth your potential.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • 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

I tailor advice and fees according to the clients needs; and level of ongoing service. I do incorporate insurance commissions in pricing as required.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Unearth Wealth

Shop 7, 499 George St
South Windsor, NSW 2756

Opening hours

  • 8:00am – 6:00pm Monday – Friday
  • 9:00am – 12:00pm Saturday

Licensed by

Lifespan Financial Planning

AFSL 229892

5.00
4 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—4 of 4

Sort by

5.00

"Alison has been a lifesaver in both my own personal superannuation & insurance but invaluable when it came to sorting my parents self managed superfund. Her advice is always spot on, she delivers what she promises and most importantly gives peace of mind."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been clients of Alison for approx. 4 years. We saw her prior to retirement, and she assisted us with retirement planning. She discussed in detail with us what type of retirement we wanted. We then went on to implement the financial advice that she gave us. When we did retire we had a more detailed understanding of our financial position. Now three years retired we are extremely happy with the advice she has given us and are enjoying our retirement to the full. She is always available and if we require any advice she attends to our requests efficiently."

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

"Alison has helped our family plan for our future for many years now, with positive results. Alison and her team also act as book keepers for my small business, helping us to understand the complexities and ensure that we’re doing everything as we should, as well as helping to keep us as profitable as possible. Importantly Alison is always happy to take a call and discuss our needs, and we really appreciate her advice. Very highly recommended, and a lovely person."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alison has given me advice in areas of personal insurance, business and superanuation advice. What we love about Alison is she is able to explain things to me in a clear and understanding way. Through Alison's knowledge and experience, I feel very confident that the advice given was right for my needs. We always received Alison's full care and attention when we needed it.'"

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

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

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

Qualifications & Training

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Diploma of Financial Services

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2010

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Charles Sturt University (CSU)
Completed
2009

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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