Qualified and Experienced Investment, KiwiSaver & Financial Planning Advice
My Services
Professional Advice with Old Fashioned Personal Service
Whether you are interested in a comprehensive, personalised investment plan; a long term retirement savings plan; or simply a short term, fixed interest, low risk investment, we can help you to achieve your investment goals.
We deal with a wide range of fund managers and finance companies.
We will listen to your objectives and goals. We will discuss what you like and don’t like about investments, and we will carry out an assessment of your Investor Profile to ensure that you invest in a fund or portfolio of funds that match your profile, timeframe, and tolerance for risk.
A copy of our Disclosure Document is available upon request and free of charge.
Retirement Savings / KiwiSaver
The Path to Success
There are lots of things to consider when establishing your retirement savings plan. We can help you to put something in place that you can afford and that will work for you.
KiwiSaver - call us to chat about KiwiSaver - Is it right for you? What are the benefits? Which scheme is right for you? How do you sign up?
Investments
Expert Guidance
unit trusts
wrap accounts
lump sum investments
regular drip feed investment
KiwiSaver
Kiwi Bonds
Insurance Services
Super Sure!
Insurance
Super Sure! is our insurance advice service where your Insurance Super Hero Murray will seek out the best insurance solutions to suit your needs and your situation. Life Insurance, Medical Insurance, Mortgage Repayment Cover, Trauma Cover, Business Insurance, Income Continuance, House/Car/Contents.
With his X-Ray vision, Murray aims to source and tailor the best insurance solutions to suit your particular needs. Let Murray do the flying around for you.
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About Me
Here to Serve You
From tackling personal decisions to reaching important milestones, my job is to guide you on the path of success. As a professional Financial Planner, I’m fuelled by my commitment to excellence and go the extra mile to make sure clients are fully satisfied with my work. Get in touch with me today for a free consultation.
I am a Financial Adviser with both
Certified Financial Planner (CFP ) and
Chartered Life Underwriter (CLU ) credentials.
I have over 25 years experience and adopt the best practices processes prescribed by Financial Advice New Zealand.
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My team at Thompson Financial Services include April Thompson (Practice Manager) and Ray Howat (Personal Assistant).
Client Testimonials
Murray Thompson of Thompson Financial Services Limited has been our financial adviser for over 10 years.
During that time, with Murray’s advice and guidance, we have been able to grow our retirement savings safe in the knowledge that there was minimal risk to our capital. Initially, our investments were in TOWER Funds but as more funds were available we were able to take advantage of products offered by other leading New Zealand financial services companies which are represented by Thompson Financial Services Limited.
We have found Murray to be a pleasant, reliable and professional person to deal with. He offers a range of alternatives and advice without the pressure for an immediate decision or pushing a specific product or company.
Beryl and Gordon Turner, Retired
"Murray Thompson has been our Financial Adviser now for many years. He has always provided us with informed advice relating to our situations as they have changed over the years and provides up to date information on products that he believes may enhance our investment strategy. He has encouraged and has been supportive of any ideas we might have had and has always responded in a timely manner when we have either sort advice or required movement of our funds. All in all from our experience Murray Thompson is a thoroughly nice guy and provides informed advice backed by many years in the profession and we would have no hesitation in recommending his services to any prospective investor."
Michael and Janice Ives
"I have used Thompson Financial Services over a number of years and for a variety of investment and insurance products. They have always been well informed about the products and I have appreciated their honesty when products would not have given the results or cover I was looking for. Their service is hard to fault - friendly, thoughtful, timely and always professional - and their concern has always been for my convenience and best outcome."
Dr Bryan Gilling, Historian
Contact Me
A mobile service for the greater Wellington region including Lower Hutt and Kapiti. I'll come to you at your convenience.
A copy of our Disclosure Statement is free of charge and available upon request.