Concord Licensee Services |
16206
home,page-template,page-template-full_width,page-template-full_width-php,page,page-id-16206,ajax_fade,page_not_loaded,,qode-title-hidden,qode-theme-ver-10.0,wpb-js-composer js-comp-ver-4.12,vc_responsive

“Money doesn’t buy happiness but managing it better does”

That’s where we fit in

OUR SERVICES

FINANCIAL PLANNING

We have a well-developed process to provide our clients with a ‘big picture’ of what needs to be done and the best ways to do it. We’ll look at maximising your financial position and providing you with simple planning tools.

SAVING & INVESTMENT

People invest for many different reasons. Are you saving for a holiday, car, to repay debt, to fund children's education or to retire early?

BUSINESS SUCCESSION CONTINUITY PLANNING

Puts a plan in place and dollars on the table to offset the economic effect of losing an owner, key person guarantor or profit maker.

RISK MANAGEMENT

Protecting yourself and your family from financial loss is one of the key roles of any comprehensive finance strategy.

SUPERANNUATION

By investing for the long term in a tax effective environment you can build substantial wealth for your retirement years.

RETIREMENT PLANNING

The goal of retirement planning is to achieve financial independence so that the need to be gainfully employed is optional rather than a necessity.

AGED CARE

Making the right age care decision can make a huge difference to you or your loved ones' emotional well-being and long term financial security.

ESTATE PLANNING

Estate Planning is about making sure your family is provided for and that your assets go where you want them to after you die.

WHY CHOOSE KINGFISHER FINANCIAL SERVICES?

Kingfisher Financial Services focuses on creating and managing wealth strategies for a range of clients, including individuals, families, small business owners and business executives.

Our firm employs an experienced team of highly qualified, motivated individuals who deliver a high level of service to assist with all your financial needs. From single strategy advice to complex multi strategy solutions we can assist you to achieve your goals.

We take pride in our ability to work with you to help your family grow and prosper.

We are here to help and support your success wherever your business takes you.