Tim Kay

Ashfords Wealth Advisors Pty Ltd

Gold
13 Yrs Experience
Dingley Village, VIC 3172
Life is a gamble and things don’t always go to plan. If something was to happen to you and you could no longer work to produce an ongoing income or provide for your family, I make sure that right solutions with all the appropriate benefits are in place to protect all that you have worked for and care about. Leveraging my decades of experience in the financial services industry, I know how to precisely work out what you need, and how to tailor a solution that fits. I will assess your situation and look for exposures, review your existing cover and look for the most appropriate solutions to make the cover affordable. In the event of a claim, I will ensure that you get paid sooner and that the right money goes to the right people at the right time. I live and breathe risk and have the specialised knowledge required to find the best cover for you and your family.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Chartered Life Practitioner (ChLP)
  • Language spoken
    • English

Ashfords Wealth Advisors Pty Ltd

Suite 5, 14 Garden Boulevard
Dingley Village, VIC 3172

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Ashfords Wealth Advisors Pty Ltd

AFSL 226184

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

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5.00

"Tim has managed my Life Insurance, Superannuation and Protection Cover for years now. I trust him as this is definitely not my field."

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

"Tim Kay has been our family adviser for many years. His knowledge and understanding of markets, industry and current offers regarding Super, investments and insurance are second to none and we know we are always in safe hands and if we ever need assistance, Tim is always just a quick call away. Very happy with Tim Kay."

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

"Tim is extremely knowledgeable and has helped me with putting together a comprehensive life insurance solution. He is always there to assist and provides clear advice. Highly recommend."

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

"Tim has provided me with expert advice on Superannuation, life and income protection. Tim explains things in plain language. He evaluated the Super plan I was in and recommended I retain it rather than change. That made me confident that he was putting my family’s interest first. We worked through practical risk solutions and I adopted products that also motivates and incentivises me to keep physically and mentally healthy. I would recommend Tim to anyone. I couldn’t be happier with the service he has provided me."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

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

  • Superannuation
  • Insurance Protection

Qualifications & Training

Chartered Life Practitioner (ChLP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Mentor Education
Completed
2012

Certificate IV in General Insurance

Level
4 - Certificate IV
Institution
Swinburne University of Technology
Completed
1996

Certificate IV in Financial Services

Level
4 - Certificate IV
Institution
Swinburne University of Technology
Completed
2008

Certified Insurance Professional (CIP)

Level
0 - Training / Exam / Other
Institution
Australian and New Zealand Institute of Insurance and Finance (ANZIIF)
Completed
1998

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional (prev Integratec)
Completed
2003

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Australian and New Zealand Institute of Insurance and Finance (ANZIIF)

Membership type
Member
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