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:
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.
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’.
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
Charitable and philanthropic giving
Generational wealth transfer