Kite Financial Services

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Williamstown, VIC
Kite Financial Services

Kite Financial Services aims to provide a path for you to achieve financial freedom. We provide strategic financial advice that is centred on your needs.

25/08/2024

What is the value of a Financial Advisor?

➡️ Is it in having an expert direct you on investing and growing your wealth?
➡️ Is it a trusted voice in guiding you through life’s important transitions, including planning your retirement?
➡️ Is it assisting you with Government admin, such as Centrelink and Aged Care?
➡️ Is it guiding you through the stormy seas of business ownership?
➡️ Is it lifting the veil of mystery on Superannuation and getting the most out of the right fund that suits your long-term needs?
➡️ Is it a sounding board when you can see that your children are not making the best choices?

Or… is it your first point of contact on what to do when someone you love dies?

For many Financial Advisors in Australia, it's all these things… and more.

We spoke to Wade Britnell, Director of Kite Financial Services recently, and gained great insight into how they go ‘Beyond the Numbers’ with their clients.

Take a read here to understand the practical steps that can help ease and calm at such a difficult time

👉 https://lnkd.in/g-_4RETk

08/07/2024

Why choose Kite Financial Services & WishkeeperCONNECT? 🪁

✅ Our curiosity about your goals helps us build your customised plan
✅ Direct and secure communication with WishkeeperCONNECT
✅ All your vital documents in one secure place in Wishkeeper at no cost to you
✅ PEACE OF MIND

A decade of financial advisory. A decade of seeing clients goals realised.

30/06/2024

🎉 The wait is over! 🎉 As Kite Financial Services celebrates our 10th Birthday 🎂 our partnership with Wishkeeper goes live THIS WEEK! Get ready to manage your documents, preserve memories, and communicate your personal wishes with unparalleled security.

28/06/2024

Say Goodbye to Unsafe Email Attachments! 🚫📧

With our new partnership with Wishkeeper, we're introducing WishkeeperCONNECT - a secure way to communicate and share sensitive documents and information directly. Lock down your information and unlock your peace of mind. 🔐💬

🌐🔒 Find out how to access and activate your exclusive personal Wishkeeper account and join us in taking a step towards secure digital communication. 🌐🔒

21/06/2024

Kite Financial Services are thrilled to announce, as part of our 10-year milestone, we are partnering with Wishkeeper, a revolutionary service that's redefining how Australians securely consolidate vital documents, preserve memories, and personal wishes.

We value relationships and personal connections with our clients and joining Wishkeeper is the perfect fit in taking this to a deeper level and to continue to work right alongside you in achieving wellbeing for you and your future generations. 🪁🌟

13/06/2024

🌟 A Decade Strong Commitment 🌟

What do we love most about turning 10? 🎂

Seeing our clients from 2014 now living their best life.

At Kite Financial Services we ask questions and carefully listen to your answers. This leads us to understanding what’s at the heart of your goals, so together we can create a plan for achievement.

It’s about Family, Future & Freedom – always has been.

To commemorate our 10 years in financial planning, we’ll soon announce a meaningful partnership that has you, our clients in mind.

Watch this space!

24/04/2022

Lest we forget.

29/03/2022

Plan for a Long Life!!

We are living longer - yes this is great, but we need to plan well during our working life to ensure that we have sufficient liquid assets to ensure we meet our BEST retirement lifestyle and ensure that we do not run out of money.

Understanding YOUR best retirement lifestyle, income needs and planning your investment strategy accordingly will put you in a better position to achieve the peace of mind you desire.

Read more.. http://ow.ly/fr9750I5oHa

22/03/2022

How do I fund my retirement?

Superannuation is generally the most tax-effective way of funding your retirement lifestyle. Upon reaching retirement age, your super savings can be transferred to a tax-free income stream (subject to current limit of $1.7m per person).

Read more..http://ow.ly/pNfY50I5oy5

There are other means for funding your retirement including income from investment properties, shares, managed funds and savings.

Talk to us to start YOUR retirement planning journey to live your BEST lifestyle possible.

15/03/2022

What will retirement cost?

According to the Association of Superannuation Funds of Australia (ASFA) Retirement Standard benchmark, an individual seeking a comfortable lifestyle from age 67 needs a yearly income of $45,962 (after tax) – for a couple, the amount is $64,771 (December 2021 quarter).

To achieve a comfortable retirement lifestyle from age 67, an individual will need to have approximately $545,000 in super at retirement – a couple will need to have $640,000. This is based on today’s dollars, and assumes a 6% annual investment return, and that you will drawdown all of your capital and receive a part Age Pension.

YOUR ideal savings goal for retirement depends on YOUR lifestyle goals and what is important to YOU.

Start the planning process today

http://ow.ly/vz6W50I5omT

08/03/2022

What does YOUR best retirement look like?

Do you like travel, would you like to downsize
your family home and enjoy sea or tree-change, do you want to do some part-time or voluntary work to keep your body and mind active in retirement?

Understanding YOUR best retirement lifestyle is an important first step in your retirement planning journey...

Read more...http://ow.ly/JIfC50I5ogm

Retirement Planning Resources:
http://ow.ly/iBAP50I5ogz

Address

12-16 Parker Street
Williamstown, VIC
3016

Telephone

+611300695830

Website

http://www.kitefs.com.au/

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