Kite Financial Services in Williamstown, Victoria, Australia | Investing service

Kite Financial Services

Locality: Williamstown, Victoria, Australia

Phone: +61 1300 695 830

Address: 12-16 Parker Street 3016 Williamstown, VIC, Australia

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

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• Financial planner

25.01.2022 Latest market update available from our licensee, Australian Unity: http://bit.ly/AU_04_09_2020

24.01.2022 Develop a plan to enhance your financial wellbeing.... At Kite Financial Services, we believe in the importance of setting in place a written plan that provides a path for you to achieve your financial goals. Our clients tell us that one of the key benefits they receive from having a written financial plan is peace of mind. It provides our clients with more confidence to make the financial decisions that are crucial in enhancing their financial wellbeing. ... Kite Financial Services is a family business helping your family reach their goals through personalised financial advice.

24.01.2022 FOOTY FINALS. We love this time of year for AFL finals - GO LIONS!

24.01.2022 What is your most valuable asset? Most people answer this question by saying it is their house or investment property, or perhaps even their beloved car or motorbike. Unfortunately, these people are missing the real answer. It is you, and your ability to earn an income.... A value we offer to clients is to provide peace of mind that regardless of life's unexpected events, you have a contingency plan in place to protect what is most important. This for most people, is maintaining their family home and lifestyle. At Kite Financial Services, we are a family business helping your family achieve financial security and peace of mind.

24.01.2022 Did you know that recent research completed by Sunsuper into the value of financial advice has indicated that: Of those currently advised, 80% believe advice has given them more confidence in making financial decisions. 80% of advised clients feel more financially secure compared to 47% for those never advised.... More information on the report can be found in the article linked below. http://ow.ly/s4Tg50oJIFW At Kite Financial Services, we are a family business helping your family reach their goals through personalised financial advice. If you wish to start your own journey to enhancing your financial wellbeing, please contact us on 1300 654 830 to set up your initial, no obligation meeting.

23.01.2022 Happy Easter to all clients, friends and family of Kite Financial Services We hope you enjoy a relaxing weekend with those closest to you. A Britnell family tradition is to head down to Anglesea each Easter to spend some quality family time.

23.01.2022 Having a written financial plan provides peace of mind and a sense of purpose that you are moving forward to achieving your financial objectives. One of the values we provide to our clients is explaining financial concepts in laymans language, without the use of jargon. We strongly believe that it is important to educate our clients along the financial advice journey to make you more financial literate and to empower you to make the important decisions to enhance your financial wellbeing.

22.01.2022 https://cuffelinks.com.au/reinstating-complex-rule-persona/

22.01.2022 We help clients enhance their financial wellbeing by providing the peace of mind of a customised written financial plan. From a recent survey completed by Sunsuper: 80% of those currently advised believe advice has given them more peace of mind.... 75% believe advice is worth more than it costs. 67% feel more secure in their jobs compared to 32% for those never advised. 64% believe they have enough money to do what they want in life compared to 24% for those never advised. Our approach to financial advice is to be good listeners, and focus on you and your desired lifestyle. We believe in building long lasting relationships and to help our clients navigate through their own path to financial wellbeing.

21.01.2022 Great to have the AFL season starting again tonight. Here's hoping for a better season for our beloved Lions. It is a Britnell family tradition (or failing), to be a passionate Brisbane Lions fan!

21.01.2022 Latest market update available from our licensee, Australian Unity: http://bit.ly/AU_08_10_2020

19.01.2022 Today we have celebrate a milestone of 5 years in business. While it has taken a lot of hard work, we are proud of the family business we have created. What drives us is being able to help other families achieve their financial goals and objectives because our goals directly relate to those of our clients.... We look forward to many more years of helping clients achieve financial freedom. FAMILY, FUTURE, FREEDOM

17.01.2022 Our ideal clients are those in a similar situation to us. We like to work with Mum and Dad clients, whether employees or small business owners. Those who see the value in putting in place a written financial plan to help them achieve their desired lifestyle through personalised financial advice. Family, Future and Freedom.

15.01.2022 This month Kite Financial Services celebrates our 5 year anniversary. To mark this milestone, we will be sharing 5 tips that we believe will help get you started in seeking a brighter financial future. This week's tip:... TIME IN THE MARKET There is an old saying in the investment world that time in the market is better than trying to time the market. We are strong believers in this adage. While we would love to predict the future, we dont have a crystal ball. We prefer to work with clients to get a deep understanding of your tolerance to risk and investment preferences. We believe that your investments should be well diversified and have a strategic asset allocation suitable for you and the achievement of your financial goals and objectives. Seeking professional advice can help you understand the options available, to help you understand and assess the risks and to set out a strategic long-term plan for your investments. FAMILY, FUTURE, FREEDOM

13.01.2022 Kite Financial Services helps many friends, family and work colleagues of existing clients with their personal financial planning. What better way for someone to find their adviser than via a referral from a trusted friend. Perhaps you might know someone who would value personal advice from a trusted and caring family business. If so, dont leave them to take random luck with a Google search. Instead, put them in touch with us If you know anyone that might benefit from a cha...t, please contact us on 1300 695 830. Whenever you think there is someone we can help, you can also take comfort from our Referral Policy: We place no obligations on anyone who is referred to us. We are happy to meet and see how we may be able to help. Our Privacy Policy provides confidentiality for all parties. Information cannot be shared without consent. To avoid surprising anyone, we asked to be introduced to any referral (via an email or phone call for example).

12.01.2022 How much do I need for a comfortable retirement? How can I use my super to generate an income stream? Am I eligible for the age pension? How do I invest my money?... These are a sample of the many questions you may be thinking about if you are in retirement and nearing retirement. If these are questions that you have, make contact with us to arrange a free, no obligation, initial discussion. We are conducting meetings via phone or video conference. Please call on 1300 695 830 or register via our online form: http://kitefs.com.au/make-an-appointment/ #retirement #retiree #peaceofmind #family #superannuation #pension #babyboomers

11.01.2022 Our why: We love what we do because it provides us with the flexibility to spend quality time together as a family. We love what we do because we like helping people.... We love what we do as we take great enjoyment from our clients going through life milestones and meeting their financial goals. Our goals are aligned to yours - the more families that we can help achieve financial goals, the more our business will grow which helps us achieve our financial goals. FAMILY FUTURE FREEDOM

11.01.2022 We are revved up for a big AFL Finals Series starting tonight. Good luck to your team - except when they play the Brisbane Lions!

10.01.2022 We are a family business helping other families achieve their financial goals through personalised advice. We take great enjoyment in helping others enhance their financial future - your goals are aligned to ours and we can relate to the challenges you face in trying to create a brighter financial future. FAMILY FUTURE FREEDOM

09.01.2022 http://ow.ly/YqwF50oJJmr Kite Financial Services is a family business helping your family reach their goals through personalised financial advice. Our guiding principles in living our mission include:... Family we are caring people and have strong belief in the family values that have made us the people we are today. Trust we aim to build long-term partnerships by being open and honest and always acting with the highest integrity. Passion we have a passion about what we do. It gives us great satisfaction seeing our clients meet their short-term and long-term financial goals. Professional we are reliable, consistent and maintain high standards of ethical and professional conduct in all dealings. Excellence we are accountable in delivering our promises and are committed to ongoing development of our knowledge to help us deliver lasting value to our clients.

09.01.2022 We hope that you and your family are keeping safe in this uncertain period. We are managing by working from home. While this has some benefits and challenges, we are finding that conducting meetings via video conferencing is an effective way of communicating and maintaining service for our clients. If you, or your friends and family are finding the financial uncertainty challenging, we would be happy to arrange a free, no obligation, initial discussion to see if we can ass...ist. Please register via our online form: http://kitefs.com.au/make-an-appointment/

08.01.2022 Latest market update available from our licensee, Australian Unity: http://bit.ly/AU_09_11_2020

08.01.2022 We have found over the years that the best way to get to know you and your objectives is to have an informal initial meeting. This is a great way to discuss what is most important to you and allows us to clearly explain the financial advice process and where we can help. Being based in Williamstown gives us some great options to choose from to grab a coffee which always aids discussion. You can register your interest via the following contact form:... http://kitefs.com.au/contact-us/ See more

08.01.2022 HAPPY ST PATRICKS DAY FROM KITE FINANCIAL SERVICES! One thing that not many people know is that our name Kite Financial Services was partly inspired by a lesser known song from Irish band U2. We remain big fans to this day - and yes we are showing our age! So in the spirit of St Patrick's Day, here is how we help other families through their journey in life using names of some other more famous U2 songs:... First there is Desire, then When Love Comes To Town couples get married declaring All I Want Is You. Often when purchasing their first home, the frustration arrives proclaiming I Still Havent Found What Im Looking For. For these young couples, we assist with ensuring they have protection for their mortgage repayments if one of them were injured or ill and unable to work. Next there is the Magnificent and the Beautiful Day arrives when they have their first child. Then 2 or more children arrive - Bad idea. For young families we can help by ensuring that With Or Without You, your income and growing assets are protected. Finally, you wake up one Sunday Bloody Sunday morning as a pre-retiree and get Vertigo. Swallowing your Pride you realise that while you Walk On towards retirement, you need some help to navigate through the complex super and taxation rules. So dont wait to New Years Day to do something, come and meet with us at Kite because Sometimes You Cant Make It On Your Own.

08.01.2022 An area we specialise in is providing personalised advice on how to maximise the opportunities provided by super. This can include: - Reviewing and recommending the right fund for you (including retail super, industry super and self managed super funds)... - Reviewing the right mix of investments to suit your risk profile and the achievement of your retirement goals. - Reviewing tax effective ways of contributing to increase your super. To register for a review of your super, please complete the following contact form http://ow.ly/57h550oJJut

06.01.2022 It costs you nothing

05.01.2022 EARLY RETIREMENT - ARE YOU FEELING UNEASY? Has the COVID-19 pandemic forced you to consider an early retirement? Would you like the peace of mind of assessing your financial position moving into this next phase of your life?... We can assist by analysing your current situation and can provide you a road-map to achievement of your lifestyle objectives in retirement. Get in touch with us to arrange a free, no obligation, initial discussion. We are conducting meetings via phone or video conference. Please call on 1300 695 830 or register via our online form: http://kitefs.com.au/make-an-appointment/ #retirement #retiree #peaceofmind #family #superannuation #pension #babyboomers

04.01.2022 We would like to wish our clients, friends and family a Merry Christmas. We hope that 2020 is the year that you fulfil your hopes and dreams. We will be taking a break to spend some quality time with our family - we will be back in the office on Monday January 13.

04.01.2022 Lest we forget.

02.01.2022 We are a family financial advice business with our office in Williamstown. We service clients all across Melbourne, all of whom have one thing in common - a sense of purpose and a written plan for a brighter financial future. If you wish to visit us for a non-obligation initial discussion on your goals, please register at the link below:... http://kitefs.com.au/make-an-appointment/

01.01.2022 As a family business, we understand the importance of protecting your most important asset - you and your ability earn an income. Through strategic financial advice, we provide families with peace of mind that their financial affairs will be secured, even following one of life's unexpected events. Book in for a chat with us - we will explain in simple terms the best way to protect you and your family.

01.01.2022 Happy Mother's Day to all Mum's out there. Special thanks to our "super mum" Jane for all she does for us in keeping our family and business going!

01.01.2022 The COVID-19 pandemic has changed the world in many ways and affected all of our lives. The main lesson we have learned this year is the power of relationships with family and friends. While these are challenging times, it is important to focus on what is most important in life - your health and well-being and personal relationships. The financial uncertainty created by this crisis has many feeling uneasy. We are a family business and like to help other families achieve finan...cial peace of mind. We understand the challenges you are facing, so please contact us on 1300 695 830 or via the link below if you would like an initial no, obligation discussion on the financial advice process and how we can assist. http://kitefs.com.au/make-an-appointment/