Kurt Grainger

Hks Financial Planning Pty Ltd

Platinum
15 Yrs Experience
Coorparoo, QLD 4151
Kurt Grainger is an owner and Financial Planner at HKS Financial Planning. Kurt is a graduate from Griffith University where he completed his Bachelor of Commerce in Financial Planning and Investment. He has also completed his Certificate IV in Finance and Mortgage Broking and is an Accredited Aged Care Professional™. Kurt has worked at HKS since it commenced and has helped to build its strong reputation in the community and industry. Prior to HKS Financial Planning, Kurt worked as a Financial Planner at Suncorp, where he was responsible for the development & implementation of his client’s strategic financial plans. Kurt is a member of the HKS Financial Planning investment review committee and a Financial Planner AFP® member of the Financial Planning Association of Australia.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • 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 Platinum
  • Rating 4.80
  • Number of reviews 65
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Bachelor of Commerce (Financial Planning)
  • Language spoken
    • English

Hks Financial Planning Pty Ltd

Suite 2, 61 Holdsworth St
Coorparoo, QLD 4151

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Hks Group Licensee Pty Ltd

AFSL 516082

4.80
65 Reviews
5
4
3
2
1
4.85
Clear communication
4.75
Knowledge & expertise
4.85
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 65

Sort by

4.75

"Kurt has provided us with advice on superannuation and retirement planning. Kurt provided us with a clear explanation of each of the options available to us so that we were able to make an informed decision. Through Kurt’s knowledge and advice we feel confident that we are on track to be financially secure when we retire."

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

"My husband and I have appreciated Kurt's warm and caring approach as he has advised and guided us since the beginning of our retirement years. It certainly has taken the weight off our shoulders knowing our finances are being looked after in a competent and professional manner."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Kurt has always been there for me by helping me invest an inheritance from my late mother's estate. His investment advice(over 12 years) has kept my inheritance growing, while also providing me with a monthly pension. Kurt is always available to me whenever I ring his office"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My wife and I have always found Kurt to be a very professional person who has and displays a thorough knowledge of all fields that we sought advice from. We shall continue to rely on Kurt moving into the future."

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My husband and I are very happy with the advice we have received from Kurt and Nick. We left the finance broker company we were with as they weren't really helping us with what they had promised. Kurt new straight away how to help us with the information we provided from our first visit. We are very confident with Kurt and his advice."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Kurt has given my wife and I what I would consider to be expert advice based on his experience. He has also stated that he will make himself available to answer any questions or address any concerns regarding our financial situation, which instills confidence and makes me feel comfortable and confident I can rely on his expertise."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Kurt has given us confidence in being able to retire comfortably. He took the time to understand our lifestyle requirements in retirement and pitched his investment strategy in line with that. His knowledge, experience and professionalism was very reassuring."

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Kurt has been instrumental in getting us back into the property market and building our superannuation portfolios to enable us to have a quality retirement with confidence."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kurt has given my husband and I advice in various areas eg superannation, investment property, Centrelink, retirement, insurance, life advice . Kurt has been available anytime we required advice or just needed to discuss anything. Kurt’s knowledge is excellent and I free hundred percent confident in his advice. Kurt explains everything in a way that we understand and we would recommend him to everyone."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Previously I have had bad financial planners with one in prison and costing us money. To say I was reluctant when referred to see Kurt would be an understatement. From being greeted at reception , he has changed my whole experience with planners. Kurt is very professional, and up to date with all information, and if he was not sure he investigated to show the best results. Since being with Kurt, our monies have grown, we have a great plan for our growth going forward and can not recommend Kurt and his team highly enough. He is there for us 100 percent of the time and very easy to understand. He has changed our life and taken away money stress for our future. We would only recommend Kurt going forward"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 65

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2009

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
The National Finance Institute (NFI)
Completed
2015

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Margin Lending and Geared Investments

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

Bachelor of Commerce (Financial Planning)

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2005

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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