Kyle Medson

I help families plan with confidence—today, tomorrow, and across generations.

Financial advice should go beyond addressing immediate concerns. My role is to be your lifelong planning partner, guiding you through every stage—from preparing for retirement to entering retirement (in whatever form suits you), managing asset sales, legacy planning, and navigating aged care decisions. I focus on clarity and calm, so you understand each step, why it matters, and how it supports your goals.

My philosophy is simple: advice, service, clear communication, and transparency. You’ll always know the reasoning behind every recommendation, the trade offs involved, and how we’ll track progress—giving you confidence and support in every decision.

Because the best financial decisions are often family decisions, I coordinate with family members where appropriate. Behind the scenes, your plan is strengthened by trusted professional relationships. I work with reputable solicitors, accountants, and specialist advisers—whether they are your own or part of my network—when estate structures, asset transactions, business interests, or aged care arrangements require coordinated expertise. This ensures decisions are robust and smoothly implemented.

Your strategy also benefits from access to reputable investment portfolio advice, delivering institutional level investment insight to your personalised plan. This allows me to stay focused on your individual outcomes while the heavy lifting of investment research and governance happens in the background—keeping recommendations client first and easy to understand.

I’m particularly attuned to the realities facing Australian retirees and pre retirees: planning for income certainty, managing sequencing risk, and making aged care choices—without hype or performance promises, and always with clear, plain communication.

Outside of work, I’m happiest with my family—my wife and our two daughters—plus a tent, good friends, and sport on the weekend.

If you want a trusted partner for whole of life planning, let’s connect and explore what confidence looks like for your family.