Shaun Thatcher

Thatcher Financial Group

Silver

32 Yrs Experience

Greensborough, VIC 3088

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Shaun Thatcher is the Director and Senior Financial Planner at Thatcher Financial Group and has been a financial planner for more than 20 years, having worked in the industry for his entire career. Shaun is a CFP® or CERTIFIED FINANCIAL PLANNER™ practitioner and member of the Financial Planning Association of Australia (FPA). Shaun is also a member of the Self-Managed Superannuation Fund Association and an SMSF Specialist Adviser. Thatcher Financial Group is a family-run boutique Financial Planning organisation, with experience, integrity and care. We will look after you and take care of your financial affairs providing you peace of mind and ensuring you have the best chance of meeting your goals. We will act ethically, honestly, and always in your best interests. As a result, your advice is and always will be free from bias.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Tax Strategies
Wills & Estates

As a fee for service practice we are committed to ensuring our fees are transparent and understood and agreed by you. The actual fee charged to you will depend on the nature of advice and service to be provided; at each stage we will discuss and agree with you the actual fees.

5.00 April 2024

I was referred to Shaun Thatcher for financial advice over 15 years ago by my accountant, who I trusted implicitly. Shaun was very approachable, very friendly and extremely easy to talk to. I was after advice on investing in some superannuation funds and Shaun explained everything in layman's terms, making it easy to understand the advice he was giving me. I became a client of his and remain so to this day and into the future. I referred my husband to Shaun after his retirement and Shaun again offered sound advice on investments, which impressed my husband, especially with the sound returns made by our investments. My father and my brother have both since become clients of Shaun on my recommendation. I would never refer someone to my friends or family unless I had complete faith in their abilities and I have complete faith in Shaun and his company. Shaun has guided me throughout the years and continues to do so. I would have no hesitation in recommending Shaun to anyone looking for a reliable financial adviser.

5.00 April 2024

Shaun was a client of my father's initially when we met him. He was extremely helpful with advise and recommendations when transitioning dad to Aged care and managing his ongoing finances. After dad passed away we have engaged Shaun to help us manage our retirement and investment planning. He assisted us with many strategies to help set us up for the future. Shaun always is quick to respond to questions and already after engaging his services a year ago, we are seeing the benefits financially.

5.00 April 2024

Shaun is a highly intelligent and a reliable guy. I value his financial advice, and the expenditure I spent for his advice was eclipsed by the returns and savings in a very short timeframe (2-3 months). He has also assisted us with the navigation of Aged Care, ensuring government compliance and that our parents received every entitlement and value for money.

5.00 April 2024

Shaun has been our Financial Adviser for many years. He is readily available to answer any queries we have and has always given us excellent advice regarding the management of our finances. We appreciate Shaun’s clear and honest approach and feel confident knowing our finances are in safe hands.