I set out to deliver a clearer sense of direction and calm to my clients, to help ease the anxieties and worries that can come with making financial decisions for e.g. "Can I afford to retire at 62?".
I love helping people work out their right mix of investments to live long and full lives well, managing mindfields for them such as centrelink, big spending decisions and even funding their holiday of a lifetime.
I can help you learn to see the big picture and rest easier knowing a plan is in place that ultimately accounts for inevitable market volatility, unexpected life events and even the odd welcome surprise.
Ultimately, our in depth discussions ensure that you're only taking on as much risk as you have the ability, willingness and need to do so.
1. Complimentary 15 min discussion to assess whether you need personal financial advice.
2. One off meetings and advice regarding a certain circumstance $330 per hour
3. Financial advice plan and implementation ranging between $3300 - $6600 depending on the complexity of your situation.
In the labyrinth that is pre retirement super advice, Kent was able to cut through the complexity and present an outline which I found easy to understand and relevant to my situation. More important was the extended assistance offered with government interaction and assistance with paperwork as retirement comes closer. Kent’s offered support is a big load off my mind and i’m looking forward to easing into retirement.
Kent has given advice to both myself and husband (Colin and Maureen Broad) for the last 7 years regarding our super funds. He had always been very pleasant and helpful. I and my husband would not hesitate to recommend Kent to anyone in need of financial advice and support.
Helps with all problems when we need help, and advises us when ever we need financial advise
Kent has been an integral part of managing my finances, always providing great advice and support in my transition from work to retirement and beyond. I would highly recommend Kent for any financial advice, as he is an expert in his field and highly skilled.
Kent is a no-nonsense, knowledgeable advisor who has gained our confidence and respect.
- Adviser status Platinum
- Number of reviews 19
- First year providing advice 2004
- Years of experience 19
- Certified Financial Planner (CFP)
- Graduate Diploma of Applied Finance and Investment
- Certified Practicing Accountant (CPA)
Lifelong Wealth Holdings Pty Ltd9 Bald Hills Rd
Bald Hills, QLD 4036
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call