Who we service?
Ilink Wealth services a range of individuals and couples from experienced investors, through to young people just starting to explore their options and retirees who want to make the most of their retirement years.
We want to give you the power of choice. The main thing we look for in clients are those who have the drive to make a difference in their lives.
What do we focus on?
We help you identify and accommodate your future you – your future requirements, your future goals, your dreams and desires, and the choices you need to make to achieve these specific outcomes.
One way to generate the luxury of choice in your life is to improve your financial well being.
Our job is to help you find and implement a strategy that can facilitate these choices through the supply of financial planning services and products.
Good examples of us helping people strengthen their financial well being include:
- reducing the cost of debt or becoming debt free
- building a passive income
- saving up to buy a home
- developing an investment portfolio to support children going to university
- establishing a foundation of assets to start your own business
- making your life savings outlive you in retirement
Our Mission – What we believe in.
We believe in a close long relationship with our clients.
We are committed to client communication.
We care about the services we provide our clients.
We understand the importance of choice in your personal well being.
Thomas has over 30 years of experience in the Financial Services Industry and holds the CFP* (Certified Financial Planner TM) status.
Thomas is a member of the Financial Planning Association of Australia (FPA) with Professional Practice accreditation. He is also an accredited member of the Financial Brokers Association of Australia. Thomas is a past director on the Financial Services Board (fully owned by OnePath, an ANZ Bank subsidiary) whilst also serving as Chairman of the FSP Advisory Council
Thomas started his own practice in 1998 and, since then, his consistent approach and strong business acumen has seen the business evolve into a highly successful practice which prides itself on delivering value to every client.
Thomas was recently awarded Financial Services Partners Adviser of the Year “Professional Standards” for 2011 and also “Practice Manager” of the Year 2011.
Also in 2010 he was awarded FSP Adviser of the Year “Wealth Management“.
These national awards are the result of the commitment to creating client wealth, managing client wealth and protecting client wealth.
How to engage with us?
The best way to get started is to meet with us, so we can learn about you and what you need for the future.
We have several offices around Sydney including Miranda, Liverpool, Parramatta, and the CBD. Please refer to our contacts page for more information.