THOMAS SERVICES - Mount Waverley (VIC)

Jay Holland I am financial POA for my mother. I have been very happy with the advice, prompt action and incredible support that Ive received. No question was a dumb one and they even dealt with centrelink on my behalf. That in itself was worth its weight in gold! They maximized my mothers centrelink payments, set up a nice ongoing income stream from a place where her savings now sit, while minimizing the ongoing payments to the aged care facility. A stress free experience that I would highly recommend! Thank you very much to my advisor, Suzanne :)

Eddie Costa Michael and Sam were superful helpful, responsive, friendly and very experienced. No question was too easy or stupid to ask with them. Would recommend to friends and family.

Jonathan Elcombe Jim and his team are absolute legends! Ive been working with them for over 2 years now, it has been an incredible journey, one Im looking forward to being on for many years to come. They provide an exceptional service with professionalism and attention to detail. They go well above and beyond to ensure everything was done to the highest standard, and their communication throughout has been spot-on. Its rare to find such a dedicated and hardworking team that focus not just on financial planning aspects but also the life admin and money management aspects. They truly care about their clients and the positive outcomes it makes to their clients. I highly recommend Jim and his team to anyone looking for reliable, top-tier service.