A bit about us (and why it’s actually all about you)
King Financial Group has been in the business of helping our clients reach their goals for more than two decades. We work with you to understand what is important to you, your dreams and aspirations and provide the expertise and support to help you get there.
We know that no two people are the same which is why we work with you to help you realise your financial, business and personal goals at every stage of your life, from your first job, house, car, investment property and business through to retirement.
We start on your journey with you and stay with you every step of the way because we see our relationship with you as a life long partnership, not a one-off transaction. For us, financial advice is not just about choosing products and investments. Our focus is about asking the right questions, listening to your hopes and concerns and turning those into realistic goals both now and into the future.
Not only do we have the right skills, training and experience on hand to provide you with high quality holistic solutions, we provide advice tailored to your unique financial journey.
We grow with you and make sure our advice and solutions are innovative, forward looking and relevant to you at every stage of your life – from wealth creation and preservation to retirement and transitional planning.
Our solutions
Our advisers are specialists and can make sense of the most complex financial situations with solutions tailored to your needs including:
- Wealth Creation
- Budgeting
- Debt Reduction
- Borrowing to Invest
- Personal and Business Insurance
- Estate Planning
- Investments
- Superannuation and Retirement Planning
- Self Managed Super Funds
- Aged Care
Find out more about our services by clicking here – invest protect retire
Our clients
We work with clients from every walk of life and have specialised skills in:
- Singles, couples and families with good household incomes who are committed to creating and maintaining wealth.
- Pre retirees and retirees seeking advice on Transition to Retirement Plans and peace of mind strategies that will enable them to enjoy life after work.
Questions to consider
- Are you time poor, frustrated with your current financial position and have high incomes and high debt?
- Do you have young children to support?
- Are you concerned you won’t have enough to enjoy your retirement?
- Are your assets and ability to generate an income protected so your family and business aren’t put in jeopardy if an accident or illness should happen?
- Are you uncertain about where to invest your money to secure your future?
- Do you have a Self-Managed Super Fund you are struggling to manage?
- Are you a small business owner too busy running your business to protect and maximise your finances?
- Do you have a will?
- Do you have a succession plan in place for your business?
- Are you overwhelmed when it comes to working out where to start improving your lifestyle?
- Are you concerned about your ageing parents?
Do any of the following sound familiar to you?
| “We’ve got good incomes but we don’t seem to be getting anywhere. We want to know that we’re building some wealth for the future” | “We worry about the size of our mortgage” |
| “Money just seems to disappear” | “Maintaining our lifestyle is important to us” |
| “We just don’t know what it is we should be doing. We’d like to think we were ticking things off a list and getting somewhere”. | “We don’t really understand what superannuation is all about” |
If you answered yes to any of the following questions, then we would welcome the opportunity to sit down and talk to you. Click here to contact us today.
Case study
Andrew and Sonia, a young professional couple with two children, were frustrated with their current financial position and like many of our clients were overwhelmed by not knowing where to start or how to build their future. Despite their good incomes, their high debt levels and lack of time to make changes meant they constantly felt anxious that they weren’t achieving the lifestyle they wanted.
By sitting down and asking the right questions, we were able to build a rapport that got to the heart of the matter. Once we understood their concerns, we developed a strategy to help Andrew and Sonia maximise their cash flow surplus, pay down their mortgage and protect their assets for their family in case of an unforeseen event. Because they felt actively engaged in the process and better educated about what they could do financially, Andrew and Sonia felt more in control and able to contribute to their own success.
“Kings were fabulous. We had such a sense of relief when we realised they genuinely understood our frustrations, and were able to give us the knowledge, mentoring and direction to help us achieve our long term financial goals. They also asked us the right questions to help us identify what the underlying issues were and how to solve them.”
Our Approach
Budgets, interest rates, home loans, business loans, superannuation, managed funds, repayment plans, pension plans, retirement, it’s enough to do your head in. That’s where we can help.
Our approach is simple. We turn dreams into reality. We don’t take you out of your comfort zone, we help you find it. We don’t start with products and solutions; we start with you. We look at where you are right now and where you want to be.
We ask the important questions including:
- what do you want out of life?
- what are your dreams and aspirations?
- both now and in ten years time?
- what keeps you awake at night?
- what keeps you going?
- what are your priorities?
- what makes you happy?
Most importantly we listen and work with you as mentor, coach, counsellor and expert to help get you onto your path towards financial freedom.