Kyle is a Certified Financial Planner (CFP) and Partner at Complete Financial Balance.
Working with both individual and business clients we provide specialised advice in the areas of Superannuation, Business Succession Planning, Key Person Insurance, Buy/Sell Agreements, Managed and Geared Investment Strategies, Retirement Planning and Risk Protection.
Kyle’s continued dedication to ongoing professional development and education earned him the Association of Financial Advisers (AFA) - QLD Excellence in Education Award in 2011. He was also awarded the AON Rising Star Award - 2012. Kyle is extremely proud of these awards and continues to build on these accomplishments providing his clients with specialist professional advice and personal ongoing service.
With a keen passion for helping Professionals, SME's and young family's Kyle enjoys developing long lasting relationships with his clients and bringing clarity and focus to their finances.
To get in contact with Kyle Thompson:-
| P: 1300 850 757 Mon-Fri 8:30am-5:00pm
| E: email@example.com
| W: www.completefinancialbalance.com.au
Advice preparation: Minimum fee $3,300 up to $10,000 for comprehensive advice. Minimum fee $880 for insurance advice The comprehensive advice preparation fee generally falls within the range of $3,300 to $10,000 depending on the complexity of your situation and the advice required. This fee may be paid by cheque or collected from any investment product on top of any implementation fee charged. In regards to life insurance products this plan fee can be deferred on the basis of the successful placement of business as outlined in the Statement of Advice and ensuring the life insurance contracts are maintained for a 12-month period. A policy needs to be held for 12 months, otherwise we will bill for the annual premium. Prior to you agreeing to proceed with the preparation of a Statement of Advice, the actual fee will be quoted to you.
Kyle has given us advice on financial management as I moved into retirement. He took the time to understand our situation and made sure we were happy with his proposed strategies. He is very approachable and easy to talk to and I feel very confident that our financial future is in good hands.
Kyle’s expertise in Retirement/Pension, Superannuation and taxation have provided my husband and myself confidence in restructuring our finances to suit our needs. No queries are too small for Kyle. Whenever we are unsure or not understand fully some of the financial terms, Kyle has been very patient and explained everything very clearly to us. We are supported and comfortable with Kyle’s advice in our investments. Will definitely recommend Kyle to family and friends.
Kyle is always very courteous and helpful in any situation and answers all questions we might have with great understanding. His friendly and open personality makes it very pleasant to deal and feel at ease with. We appreciate Kyle's knowledge and experience and feel confident having him as our financial adviser.
Kyle has given me advice in life insurance. Kyle was always able to explain things to me in a clear way. Through Kyle's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Kyle's full care and attention when I needed it.'
Kyle assisted with restructuring my insurances and superannuation to suit the current/future requirements of both myself and my wife. Kyle was prompt to all meetings and always contactable on the phone to clarify any queries I had. Every time I required clarification Kyle was very approachable and provided me with much confidence of his understanding of his profession. Finally it has been a pleasure to work with Kyle and I look forward to working with him again to assess our policies for suitability in the future.
- Adviser status Platinum
- Number of reviews 17
- First year providing advice 2009
- Years of experience 14
- Certified Financial Planner (CFP)
Gallagher Benefit Services Pty LtdRoyal Brisbane Place, Suite 14-18, Level 3, 17 Bowen Bridge Road
Herston, QLD 4006
- 8:00am – 5:00pm Monday – Friday
Gallagher Benefit Services Pty Ltd