I enrich the lives of professionals, self-funded retirees and business leaders by providing advice that gets them financially well organised and on track to achieve their financial goals.
We start with where you want to be in 10 years’ time, where you are now, and create a practical plan to guide you through to where you need to be in 3 years’ time.
You're welcome to book a complimentary 15min phone call via my website www.giannathomson.com.au/contact
Complementary 15 minute phone call, booked via my website.
Gianna has been great as our financial planner because she puts our interests first. She listened to what we wanted and helped us achieve our financial goals!
Gianna sought to understand our situation, goals and objectives and tailored the financial planning accordingly.
Gianna has given me and my husband advice in areas including investments, superannuation and retirement planning. Gianna was usually able to explain things to me in a clear way. Through Gianna's knowledge and experience, I feel very confident that the advice given was right for my needs and we will be well placed for retirement.
Gianna has given me advice since I had a career change and was contemplating a redundancy payment. Gianna is always very prompt in responding to my questions and takes an interest in understanding my life goals as part of getting a full conversation on how my family and I could structure our finances that was aligned to what we wanted. I have always found Gianna to be an extremely good listener and she complements that with good advice which is always very well explained so that I am comfortable in making decisions , backed up by her technical and industry knowledge. Gianna is always prompt , courteous and extremely professional and it is a pleasure having her as our financial adviser.
Gianna has given me advice in areas including insurances, budgeting, bank account structures, ethical super funds and managing debt. Gianna was able to explain things to me in a clear way and help me to manage my finances in alignment with my goals. Through Gianna's knowledge and experience, I feel very confident that the advice given was right for my needs.
- Adviser status Platinum
- Number of reviews 29
- First year providing advice 2004
- Years of experience 18
- Certified Financial Planner (CFP)
Fitzpatricks Private Wealth38 Allan St
Curtin, ACT 2605
- In person
- Video call
Fitzpatricks Private Wealth