Craig Kirkwood

Goldsborough Financial Services

4.95
14 Reviews
Platinum
11 Yrs Experience
Unley, SA 5061

Recent reviews

Goldsborough Financial Services

Level 1, 120 Greenhill Road
Unley, SA 5061

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 14
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Licensed by

Goldsborough Financial Services

AFSL 225330

4.95
14 Reviews
5
4
3
2
1
4.95
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 14

Sort by

5.00

"I have always found the information and advice that Craig has given to be easy to follow and extremely well explained Also i found his approach very friendly and really felt as a client that he had my best interests as a focus of his advice"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Craig gave advice relating to information that I had been notified from my previous advisor. I felt much clearer and confident after our meeting with my questions and well explained action to take."

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

"What more is required?? The areas that I checked should give the full picture. I did not check self managed super funds as according to your proforma above. Something wrong with the software? I also said Craig always explained things clearly, and received his full care and attention, not "usually". The proforma is BS!!"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Craig is open, friendly and very clear. He is a very good listener and he quickly grasped my overall financial circumstances, as well as my current day to day needs and issues. I feel that Craig is working with me from exactly where I am at - rather than viewing me only from the point of view of industry options. Craig has recently been assisting me to organise my retirement savings in a way that secures my future, but at the same time supports current possibilities around quality of life issues, e.g. I want to undertake some modest travel while I'm still active. My particular portfolio is modest, yet the degree of interest that Craig has taken, and his tireless attention to detail on my behalf, would make it seem that I must be very wealthy! I really appreciate everything that Craig does for me and I enjoy our conversations. I leave them knowing that everything is organised and that I am in the very best of trustworthy and competent hands"

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

"Craig has always been available to discuss our retirement strategies, Govt assistance with health care cards and also centrelink. We catch up on an annual basis to discuss our investment strategies, economic outlooks and risk strategies. Also we contact him regularly throughout the year to discuss risk and investment strategies and he is always timely and helpful in his response."

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

"My and I sought Craig Kirkwood's advice after I retired. He was able to explain how to invest our money properly and gave us advice on tax saving us thousands of dollars. His explanation of the investment strategies was clear and concise leaving me and my wife confident that our future was in good hands."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We live 500 kilometers away and Craig has always been readily available for advice via the phone at anytime. Our face to face appointments have always been very helpful and we never feel rushed. Craig explains our queries in a way that we understand and exactly how our finances are going. We feel confident in the advice given."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Craig has always given me his full attention, he has always returned my calls and dropped everything when I have really needed assistance. This last 18 months two years has been very difficult for me as there have been many changes to my financial affairs. Craig has always explained in easy to understand terms. He has helped with dissability and government issues, pensions, retirement, centrelink, investment property. Buying and selling own home, taxation, just to mention a few. I have full confidence that he will work the best for me to achieve the best outcome. The use of email and a quick chat has been invaluable to keep me on track rather than loads of material sent out that I do not really understand. I realise he would have many clients with much bigger portfolios but he has always treated me like we are the most important client, this is for my husband and myself."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Craig has assisted my husband Andy & me for some years now, we are based in Melbourne, but previously visited Adelaide often. Now we catch up by phone & email, Craig has assisted us in recent years with Centrelink applications, investment advice, transition to retirement,, allocated pension, recontribution strategy & overall management of our superannuation. Craig has explained benefits of moving funds at times, we feel his guidance has been positive for our retirement planning. We have appreciated his knowledge & expertise."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Craig has an excellent grasp on what I need from a financial adviser. Everything is explained to me in a way that I understand, and my initial apprehension in engaging the services of a financial planner quickly disappeared after my first meeting with Craig. I have faith and trust in the quality of advice given and the investment strategies that have been put in place."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 14

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

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

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2014

Diploma of Financial Markets

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2004

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2010

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2018

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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