Get started & set up your family
You want to buy your dream home, expand your family and grow your wealth.
Accounting & Taxation
We understand the importance up-to-date and accurate financial information.
Aged Care Advice
With the complexities and costs of aged care, we offer specialist advice.
We have over 26 years of financial planning experience.
We are Accredited in Financial Planning, Accounting + Taxation + Aged Care
Here to help you through every stage of life
How can we help?
Get started and set your family up for success
Build wealth and pursue your goals
Prepare for retirement and beyond
Make the most of retirement
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Insurance
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.
Estate Planning
We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
Your local financial partners
At Thomas Group Financial Services you can enjoy the benefits of a small firm where you receive personalised service and deal directly with the Principal, Peter Thomas.
Peter has been in the financial planning industry since 1994, he has a Masters of Commerce Degree, specialising in financial planning. In addition, Peter is registered Tax agent and Accountant.
We operate on a fee for service basis and to ensure you are clear on the costs, we provide you with a written fixed price quote. Our ongoing review program makes sure your strategy is appropriate to meet your current and future financial objectives, and because we value strong, long-term relationships we strive to provide you with reliable, friendly customer service.
At Thomas Group Financial Services our aim is to provide you with up-to-date, accurate information to help you make clear and informed financial decisions for today and tomorrow.
Prepare for tomorrow, make the most of today.
Insights
The lost super pile keeps growing
There’s almost $18 billion of unclaimed superannuation. Here’s how to find it. When it comes to accumulated retirement savings, many…
Save for an emergency fund
An emergency fund is money you save to cover urgent or unexpected costs. This could be car repairs, unexpected travel…
Keeping records of shares and units
Records you need to keep When you sell your shares in companies or units in managed funds, most of the…
Transfer from a foreign super fund to an Australian super fund
Overview Money you transfer from a foreign super fund to a complying Australian super fund may: count towards you super…
Avoiding sales pressure
Salespeople and advertisers use tactics to pressure you to buy a product or sign up to a service. Knowing their…
How do retirement income options compare?
Retirement is filled with opportunities and choices. There’s the time to travel more, work on long-delayed personal projects or volunteer…
