In my role as a financial planner, I consider it a privilege to work closely with my valued clients every day. My dedication to fine-tuning my skills and continuous professional development is unwavering. As an advisor, my primary goal is to provide personalized, tailored advice that enables my clients to prosper and safeguard their wealth, addressing their unique and individual needs and circumstances.
I find immense satisfaction in the journey I undertake with my clients, where we strive not only to achieve but to exceed their financial and life goals. Building enduring relationships and working collaboratively towards a shared vision of financial freedom is a source of pride for me. I'm deeply passionate about ensuring that our interactions lead to an improved quality of life for my clients, where they can trust in the guidance and expertise of a skilled professional.
I make it a point to understand what truly matters to my clients and assist them in making the right financial decisions in the present, knowing that these choices will significantly impact their future. Regardless of the life stage my clients are in, I am wholeheartedly committed to helping them reach their financial goals with confidence and peace of mind.
Kane demonstrates a superior and professional knowledge relating to superannuation, government pensions, share market trends and financial analysis. My wife and I are both retired now, and Kane has assisted us over a number of years to maximise the benefits of our Super policies, pensions, and also our dealings with Centrelink relating to our assets and pensions, and has been able to achieve a comfortable financial outcome for our long term retirement. Kane also offers a very personalised communication service, which allows us to feel very comfortable when we request further explanation, or require any additional advice.
Very detailed and understanding of my circumstances.
Kane's knowledge and guidance has been invaluable to me. Throughout the many years Kane has been supporting my financial arrangements, I have always trusted his advice and known that my best interests are being managed. I have always looked forward to our regular catch ups and reviews. I highly recommend Kane due to his professionalism and dedication to his work.
Kane has been always available when we have required advice. 🙄
- Adviser status Bronze
- Number of reviews 4
- First year providing advice 2015
- Years of experience 8
- Advanced Diploma of Financial Planning
AGS Financial Group Pty LtdSuite 3, Level 8, 8 West St
North Sydney, NSW 2060 Suite 16, Level 1, 29 Kiora Rd
Miranda, NSW 2228
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Amp Financial Planning Pty Ltd