Kim Klein

Wealth 4 Life Australia Pty Ltd

Silver
19 Yrs Experience
South Toowoomba, QLD 4350
Wealth 4 Life Australia 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. !

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 9
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Wealth 4 Life Australia Pty Ltd

58 Water St S
South Toowoomba, QLD 4350

Opening hours

  • 9:00am – 5:00pm Tuesday – Thursday
  • 9:00am – 6:00pm Monday, Friday

Meeting methods

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

Licensed by

Avalonfs Pty Ltd

AFSL 437518

4.95
9 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—9 of 9

Sort by

5.00

"Kim made everything sound logical and is so easy to talk to. I wish we had met her years ago. Kim is awesome."

  • Government Assistance
  • Retirement & Pension
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kim is very professional and knows her products, and made the daunting job of sorting out our finances very easy.Kim kept us in the loop the whole time ."

  • Government Assistance
  • Retirement & Pension
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have found the way Kim has advised me has enabled me to feel confident about our finances and where we are heading. It has taken all the stress out of the equation."

  • Superannuation
  • Retirement & Pension
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We found Kim extremely helpful, respectful of our aspirations, and very easy to understand with regards to the overwhelming financial world we currently live in."

  • Superannuation
  • Retirement & Pension
  • Margin Lending
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I find her courteous, approachable, well informed to my level of understanding and provides peace of mind."

  • Government Assistance
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Kim has only been assisting us with achieving an earlier retirement since August 2017. Kim is always available for any request or explanation we may have or need. She is easy to talk to and responses are very timely. I am hoping that what she has assisted us with will see us retiring sooner rather than later.... too early to say but only time will tell. At this point in time I can only see benefits/pluses and would highly recommend Kim as a financial planner/adviser"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"-"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kim is always available for any request or problem we have. Reviews are kept promptly & accurately, has always kept her appointments with us punctually. She is very honest, capable, knowledgeable, knows her job. Easy to talk to, communicate with. Kim has been our adviser for many years since 2000 if my memory serves me correctly, if it is not 2000 then it is 2002. I am hoping that she continues to be our financial adviser for at least the next 25 years or maybe 30 years then I shall have seen the turn of my century hurrah. - Kate Allen"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kim is wonderful and will show you the necessary steps in order to reach your goal. She works with you to do this and is always happy to answer questions and follow up on the things that she has access to. Stacey 4350"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2013

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Deakin University
Completed
2003

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2013

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2011

Accredited Derivatives Adviser Level 1

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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