Kim Klein

CommonCents Financial Planning

Gold
21 Yrs Experience
Toowoomba City, QLD 4350

CommonCents Financial Planning specialises in helping couples in their 40's, 50's and 60's, make the most of their finances and live their Best Life!

Our mission is to get your financial house in order, so you can spend less time worrying about finances and more time on what you enjoy - Family, friends, health, travel etc. !

This includes strategies to; increase your wealth including; investing, borrowing, building your super and preparing for retirement.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

We agree on all fees upfront before we start work and we allow payment plans, if needed.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 10
  • First year providing advice 2003
  • Years of experience 21
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

CommonCents Financial Planning

Unit 9, 195 Hume St
Toowoomba City, QLD 4350

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Commoncents Advice Group Pty Ltd

AFSL 524454