Kurt is a Senior Financial Planner and Director at HKS Financial Planning. After completing his Bachelor of Commerce in Financial Planning and Investments, he became a Financial Planner at Suncorp in 2007, and joined HKS Financial Planning at its inception in July 2009.
Kurt has extensive experience and expect knowledge in the industry and is qualified to provide advice in Wealth creation, Retirement planning, Investments, Personal life insurance, Superannuation, Corporate superannuation, Centrelink planning & Debt reduction.
His vision of HKS Financial Planning involves the discipline of applying guiding principles, understanding his clients goals and aspirations, and translating them into a workable, realistic financial plan. His passion, consistency and open mind allows him to achieve just that.
Over the years I have been dealing with Kurt, I have greatly appreciated the way he has taken an interest in my life generally, not just purely in my financial matters. He has always answered my queries fully, and has not shied away when I have asked challenging questions. I have appreciated his advice and expertise across a number of matters, including preparation for retirement, accessing aged care information, and transitioning through a redundancy. His professional expertise has enabled my financial resources to grow steadily over the time he has been my financial adviser. I have found him to be an ethical and competent adviser at all times.
We regard Kurt as a very highly professional financial adviser. He has shown a high level of knowledge in superannuation investment, gaining us good returns in challenging markets, hence we trust him to make the right decisions for our future retirement income. Kurt has been very helpful when approached for advice on property downsizing, organising extra meetings for us to help us with our decision making. He has excellent communication skills, is approachable and reassuring, therefore I would recommend him to anyone looking for sound financial advice. Robyn Lewis
Explains market volatility in a simple way and puts you at ease.
Kurt is helpful in all matters we need addressing. Contactable when we require him and allows plenty for meeting and discussing our yearly statistics.
Kurt was totally professional in all aspects of our dealings, clear and concise on all issues and would recommend him highly....
- Adviser status Platinum
- Number of reviews 74
- First year providing advice 2007
- Years of experience 16
- Bachelor of Commerce (Financial Planning)
HKS Financial Planning Pty LtdSuite 2, 61 Holdsworth St
Coorparoo, QLD 4151
- 8:00am – 5:00pm Monday – Friday
Hks Group Licensee Pty Ltd