19 Reviews

Kent Thomas

Lifelong Wealth Holdings Pty Ltd

Platinum

20 Yrs Experience

Bald Hills, QLD 4036

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I set out to deliver a clearer sense of direction & peace of mind to my clients.

I love helping people work out their right mix of investments, strategies, entitlements and cashflows so they have the retirement they want, when they want it.,

I can help you learn to see the big picture and rest easier knowing you are in safe hands and a plan is in place for you, that ultimately accounts for all the things that may happen during a happy retirement.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Shares & Investments
Redundancy
Cashflow & Income
Complex Investments
Tax Strategies
Growing Assets

1. Complimentary discussion to assess whether you need personal financial advice or just financial education.

2. Financial advice plan fees ranging between $4,400 for a normal plan to $12,000 for a highly complex situation.

3. Implementation fees may be charged for complicated setups.

4. Ongoing advice requiring annual agreement fees range from $2,800 to $16,000 dependant on complexity and funds managed.

4.75 May 2020

In the labyrinth that is pre retirement super advice, Kent was able to cut through the complexity and present an outline which I found easy to understand and relevant to my situation. More important was the extended assistance offered with government interaction and assistance with paperwork as retirement comes closer. Kent’s offered support is a big load off my mind and i’m looking forward to easing into retirement.

5.00 September 2018

Kent has given advice to both myself and husband (Colin and Maureen Broad) for the last 7 years regarding our super funds. He had always been very pleasant and helpful. I and my husband would not hesitate to recommend Kent to anyone in need of financial advice and support.

5.00 September 2018

Helps with all problems when we need help, and advises us when ever we need financial advise

5.00 August 2018

Kent has been an integral part of managing my finances, always providing great advice and support in my transition from work to retirement and beyond. I would highly recommend Kent for any financial advice, as he is an expert in his field and highly skilled.

4.00 July 2018

Kent is a no-nonsense, knowledgeable advisor who has gained our confidence and respect.

Adviser status Platinum
Rating 4.93
Number of reviews 19
First year providing advice 2004
Years of experience 20
Highest qualifications
- Certified Practicing Accountant (CPA)
- Graduate Diploma of Applied Finance and Investment
- Certified Financial Planner (CFP)
Language spoken
- English