Alison Thomas

Unearth Wealth

5.00
4 Reviews
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