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Murray and April Thompson, of Thompson Financial Services Limited, operate a Wellington based financial advisory practice. When providing advice on insurance, investments, superannuation and mortgages Murray draws on 35 years experience in the financial services sector and April adds 14 years experience in law to her 8 years in financial services.

April Thompson Murray Thompson

April Thompson
Practice Manager

Murray Thompson
Certified Financial Planner CM

 
  Chartered Life Underwriter
 
  DipBusStuds (Financial Planning)

We both believe in providing a professional and experienced service in a friendly and relaxed manner: We listen first, talk later, and endeavour to achieve our clients objectives with a solution which will satisfy their needs and budget.

In short, we find out what you want and what you can afford, research the best product to meet your individual needs, and make suggestions. Our advice is obligation-free.

We deal with most of the major insurance and investment companies and aim to be a “one-stop shop” for your financial needs. Our clients appreciate that we can offer advice and solutions on the wider range of financial issues and they like the idea of dealing with just one person for the entire portfolio.

In the same way that you develop an association with your doctor or dentist, family lawyer or accountant, our wide range of services and our on-going commitment to working for you means that we can continue to offer on-going assistance.

Nothing stays the same, and over time your circumstances or lifestyle will change. New arrivals to the family or children leaving home, a new home or a new job, losing a job or losing a loved one – we aim to be there to help you make the changes necessary to keep your financial goals and security on track.

YOUR KIWISAVER EXPERTS - CALL US FOR ADVICE

Murray is a registered member of:

IFA - Institute of Financial Advisers
www.ifa.org.nz

A copy of our Disclosure Document is available upon request and free of charge.