Thompson Financial Services Limited

Welcome to Thompson Financial Services Limited, located at 181 Westchester Drive, Wellington, New Zealand. As an establishment specializing in finance, we are dedicated to providing qualified and experienced investment, KiwiSaver, and financial planning advice to our valued clients.

At Thompson Financial Services Limited, we believe in offering professional advice with old-fashioned personal service. Whether you are looking for a comprehensive, personalized investment plan, a long-term retirement savings plan, or a short-term, fixed interest, low-risk investment, our team is here to help you achieve your financial goals.

We have established relationships with a wide range of fund managers and finance companies, allowing us to provide you with a diverse range of investment options. Our approach starts with listening to your objectives and goals. We take the time to understand your preferences and conduct a thorough assessment of your Investor Profile to ensure that your investments align with your profile, timeframe, and risk tolerance.

For transparency and peace of mind, a copy of our Disclosure Document is available upon request, free of charge. We believe in empowering our clients with knowledge and information to make informed decisions about their financial future.

Planning for retirement can be overwhelming, but our team at Thompson Financial Services Limited is here to guide you. We can help you establish a retirement savings plan that is affordable and tailored to your specific needs.

Introducing Super Sure!, our insurance advice service. Led by our Insurance Super Hero Murray, we will search for the best insurance solutions to suit your needs and situation. Whether it's life insurance, medical insurance, mortgage repayment cover, trauma cover, business insurance, income continuance, or house/car/contents insurance, Murray's X-Ray vision enables him to find and customize the best insurance solutions for you. Let Murray do the flying around for you and ensure you have the right coverage.

As a professional Financial Planner with over 25 years of experience, I am committed to guiding you on the path to financial success. I go the extra mile to ensure that my clients are fully satisfied with my work and offer a free consultation to get you started.

I hold the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) credentials. I adopt the best practices processes prescribed by Financial Advice New Zealand to ensure the highest standard of service.

The Thompson Financial Services team includes April Thompson as the Practice Manager and Ray Howat as the Personal Assistant. Together, we are dedicated to providing exceptional service and support to our clients.

Don't just take our word for it. Here's what some of our satisfied clients have to say:

"Murray Thompson has been our financial adviser for over 10 years. With Murray's advice and guidance, we have been able to grow our retirement savings with minimal risk to our capital. Murray is a pleasant, reliable, and professional person to deal with. He offers a range of alternatives and advice without pressure, allowing us to make informed decisions."

"I have used Thompson Financial Services for a variety of investment and insurance products. They have always been well-informed and honest about the products, ensuring that I get the best results and cover. Their service is hard to fault - friendly, thoughtful, timely, and always professional."

We offer a mobile service for the greater Wellington region, including Lower Hutt and Kapiti. We understand the importance of convenience, so we will come to you at your preferred location and time.

For more information about our services or to request a free copy of our Disclosure Statement, please get in touch with us today. Thompson Financial Services Limited is here to support you on your financial journey.