Our services

Thomas Financial delivers products designed to help meet the needs of the affluent and corporate markets. We specialize in sophisticated life insurance solutions for a variety of financial requirements.

Wealth transfer

We’ve navigated the complex hazards of inheritance planning for some of the country’s most affluent families. 

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Business continuation

Nobody can predict the future – but you can plan ahead to ensure that your interests and reputation are ready to withstand unexpected shocks.

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Retirement planning

Our retirement team has up-to-the-minute knowledge of the most complex regulations so you can maximise your future options with confidence.

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Executive benefits

Attracting, retaining and fulfilling executive talent is both an art and a science. We’ve amassed years of successful outcomes – let us show you how.

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In-force management

Working with our partners M Financial we ensure constant product monitoring over the life of a policy – and share the benefits with all our clients.

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Employee benefits plans

The right employee benefits plan can be the most cost effective way to attract and retain high-quality staff.

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Benefits administration

We remove the burdens and liabilities you face in managing your employee benefits plan

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Individual health plans

Working with our partners M Financial we ensure constant product monitoring over the life of a policy – and share the benefits with all our clients.

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