Thomas Group Financial Planning Tax and Accounting 4 Belgrave Street, Kogarah, New South Wales 2217

Welcome to Thomas Group Financial Planning Tax and Accounting, located in Kogarah, Australia. As a trusted institution in the field of accounting, establishment, finance, and a point of interest, we are dedicated to helping you achieve financial success and security.

At Thomas Group Financial Planning Tax and Accounting, we understand the importance of paying down debt, protecting your wealth, and growing your assets. Our team of experts is committed to developing tailored step-by-step financial strategies that will help you make informed decisions about your money.

One of the key aspects of our services is superannuation. We can guide you on how to save for your retirement and build up a comfortable nest egg. We also emphasize the significance of insurance as the foundation of all financial plans. Our team can help you evaluate risks and find the right insurance solution for you and your family.

Effective debt management is another crucial area we focus on. We believe it's not just about the interest you pay, but also about investing in the right assets and prioritizing your debts. Our goal is to help you create a solid financial plan that ensures a stable future.

Retirement may seem distant, but it's essential to start planning early. By putting money into super now, you can benefit from tax-effective investments and compounding returns. We can assist you in maximizing your retirement savings.

Estate planning is also a significant part of our services. We understand the desire to leave a legacy and provide for your loved ones. Our experts will ensure that your assets are distributed to the right people at the right time.

At Thomas Group Financial Planning Tax and Accounting, we pride ourselves on offering personalized service. You will have direct access to our Principal, Peter Thomas, who has extensive experience in the financial planning industry. Peter holds a Masters of Commerce Degree, specializing in financial planning, and is a registered Tax agent and Accountant.

To ensure transparency, we operate on a fee-for-service basis. We provide written fixed price quotes, so you know exactly what to expect. Additionally, our ongoing review program ensures that your financial strategy remains suitable for your current and future objectives. We value long-term relationships and strive to provide reliable, friendly customer service.

Our mission is to provide you with up-to-date and accurate information that empowers you to make clear and informed financial decisions. We are committed to your financial well-being today and tomorrow.

Thomas Group Accounting and Taxation Pty Ltd AFSL 520446 ABN 13162819187, trading as Thomas Group Financial Services, holds an Australian Financial Services Licence AFSL 520446. As a member of the IPA, our liability is limited by a Scheme approved under Professional Standards Legislation.

Please note that the information on this website is general in nature and does not take into account individual objectives, financial situations, or needs. It is crucial to consider your specific circumstances before making any financial decisions based on this information.

We also acknowledge the traditional custodians of the land where our Kogarah office is situated – the Biddegal people of the Eora Nation.

In the unlikely event that an issue remains unresolved, you have the option to lodge a complaint with the Australian Financial Complaints Authority (AFCA). AFCA provides fair and independent financial services complaint resolution, free of charge.

For more information, please visit our website or contact us via email or phone. We look forward to assisting you on your financial journey.