Andrew Thomas

AT Wealth Management Pty Ltd

Platinum

11 Yrs Experience

New Lambton, NSW 2305

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Andrew started AT Wealth Management to provide his clients with a more bespoke service to suit their Financial Planning and Mortgage Broking needs. With over 10 years experience in the finance industry Andrew is able to assist his client in their

Retirement Planning
Investment Strategies and Management
Debt Management
Self Managed Super Funds
Insurances
Mortgage Broking

Feel free to reach out at any time.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Property Investment
Borrowing
Growing Assets

5.00 August 2023

Andrew provided great advice to us and our children when it came to purchasing their homes. He was a thorough professional, extremely knowledgeable and would thoroughly recommend him to anyone for financial guidance and advice. He won't set you on the wrong path and we look forward to dealing with Andrew again in the very near future.

4.75 October 2022

Andrew was very helpful and good at explaining everything in terms I would understand. Very professional and knowledgeable.

4.75 February 2022

We were recommended to Andrew via our accountant a few years ago and have not looked back. We catch up yearly and our retirement savings have continued to grow. He has kept us up to date with new legislation and our overall plan.

4.00 February 2022

I'm grateful for Andrew's advice in setting up a good super fund and insurance.

5.00 February 2022

Andrew has been fantastic over the last 3+ years offering great advice for my future plans RE retirement.

Adviser status Platinum
Rating 4.88
Number of reviews 64
First year providing advice 2014
Years of experience 11
Highest qualifications
- Bachelor of Commerce (Economics)
- Bachelor of Business
Language spoken
- English