Canberra financial planner

peace of mind about your financial future

Gianna Thomson and her team will help you clarify where you are now and identify your concerns. We then design and implement a Life Plan via our personal financial advice services, tracking and planning your progress from now, right through to retirement and beyond.

You will live where you want, love what you do, learn and leave a legacy that you’re proud of.

WORK WITH us

Complimentary 15 minute phone call

During this complimentary call, let’s chat about what’s on your mind and how we can help.

90 minute discovery meeting

During this meeting, we do two things:

  1. We start to build your ‘Life Plan’, clarifying where you are now and identifying your concerns. We define your 10 year goals and beyond, 3 year milestones and 12 month ‘to-do’ list. A copy of this exercise will be emailed to you after our meeting.

  2. Provide financial education to help you understand key concepts.

    A quote for personal financial advice is provided after this meeting.

    The cost for this meeting is $295.

Personal financial advice

A personalised financial plan that is tailored to your goals, concerns and Life Plan.

You can engage us to focus on a scoped financial goal such as retirement planning or business insurance advice.

Alternatively, you may choose to engage our premium, comprehensive service ‘Your Family Chief Financial Officer (CFO) Service’.

Learn more

GIANNA THOMSON

Hi! I’m Gianna Thomson.

I have over 20 years of financial services experience.

My team provide bespoke advice - no investment commissions, no percentage fees, nor referral payments.

As I run the business, financial advice will be in your best interests - not someone else's. We are here to put you in a better financial position and client satisfaction is a key priority for us.

Our clients are business owners, professionals and high-income families in their 40s, 50s and 60s.

As an expert in public sector super, I attract senior public servants who want the right advice regarding their defined benefit schemes.

I have worked for superannuation funds, a bank and large financial advice licensees. I am also a Mum, wife and personally love investing and achieving financial goals.

This balance helps me be both a highly technical and emotionally intelligent financial adviser.

  • Certified Financial Planner

  • 2017 Financial Adviser of the Year finalist

  • 2021 Women in Finance Adviser of the Year finalist

  • 2021 IFA Financial Adviser of the year finalist

Less clients; higher relationships

tesitmonials

Areas of expertise

  • Superannuation Advice

  • Retirement Planning

  • Defined benefit schemes expert for PSS, CSS, DFRDB and MilitarySuper (Gianna is an expert with 20+ years experience)

  • Self Managed Super Fund (SMSF) Advice

  • Investment and wealth advice through shares & property

  • Family Trusts

  • Life insurance

  • Taxation Strategies

  • Redundancy Advice

  • Estate Planning

  • Business Succession Planning

  • Business Protection Insurance Advice

  • Charitable and philanthropic giving

  • Generational wealth transfer