Achieve Your Financial Freedom Through Personalized Financial Advice
At Kite Financial Services, we are a family business dedicated to helping your family achieve their financial goals through personalized financial advice. Our team of experienced financial planners will work closely with you to understand your unique financial situation and develop a tailored plan to help you achieve your financial objectives.
Our Services
We offer a comprehensive range of financial services designed to help you achieve financial freedom. Our services include:
- Retirement Planning: We can help you prepare for retirement by creating a personalized plan that takes into account your income, expenses, assets, and goals.
- Investment: We can help you build wealth through a diversified investment portfolio that aligns with your risk tolerance and financial objectives.
- Superannuation: We can help you set up a superannuation plan that will help you live comfortably in retirement.
- Insurance: We can help you protect your most valuable assets with a comprehensive insurance package that covers life, income, and assets.
- Retrenchment: We can help you navigate the complexities of retrenchment and develop a plan to secure your financial future.
- Social Security/Centrelink: We can help you understand your eligibility for government benefits and develop a plan to maximize your entitlements.
Our Philosophy
At Kite Financial Services, we believe in the importance of setting clear financial goals and developing a plan to achieve them. We take great enjoyment from seeing our clients reach their financial milestones, whether it's buying their dream home, starting a new job, or enjoying the fruits of their hard work in retirement. Our goal is to continue to grow our family business through developing ongoing personal relationships with our clients.
Our Guiding Principles
Our guiding principles are built on the values of Family, Trust, Passion, Professionalism, and Excellence. We believe in building long-term partnerships with our clients, being open and honest in all our dealings, and maintaining high standards of ethical and professional conduct.
Our Team
Our team is led by Wade Britnell, a seasoned financial planner with over 25 years of experience in the financial services industry. Wade is passionate about educating his clients and helping them achieve their financial goals. Our team is dedicated to providing personalized financial advice that is tailored to your unique financial situation.
Positive Experience with Insurance Advisor
The review highlights a very satisfying experience with Wade, a financial planner, who helped the reviewer, Sue Stevens, a self-employed mortgage broker, in acquiring income and life insurance. Wade's exceptional qualities, such as patience, clarity of explanations, and prompt responses to questions, made the process smooth and stress-free.
Key Strengths
- Wade's explanations were clear, both verbally and in writing
- He was patient and prompt in answering questions
- He went above expectations to secure income protection insurance at a satisfactory level
- Highly recommended for life and income protection insurance
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