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.
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
Authorised Financial Adviser: FSP Number FSP 85283
A copy of our Disclosure Document is available upon request and free of charge.