Kyle Griffiths

Griffiths Wealth

5.00

7 Reviews

Gold

13 Yrs Experience

Newcastle West, NSW 2302

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Kyle has over 10 years working in Financial Advice dating back to 2008. He is passionate about helping his clients achieve their financial and lifestyle goals. Kyle has worked with a wide variety of different clients over the years including helping high net worth retirees manage their investment portfolios to helping young families implement smart investment strategies to build wealth and protect their incomes.

Kyle is highly qualified holding a Bachelor of Business (Financial Planning) (2009) and is also a Certified Financial Planner® after completing the Financial Planning Association’s Post Graduate Professional Program (2013).

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Redundancy
Cashflow & Income
Complex Investments
Borrowing
Tax Strategies
Growing Assets
Budgeting

5.00 July 2019

'Kyle has been so helpful and has given me advice in areas including, super and 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 received Kyle's full care and 100% attention all the time we were working together. Highly recommended to all my friends and family trusted like a brother.

5.00 July 2019

Kyle has a wealth of knowledge when it comes to all things financial. Was able to explain easily the things I would need to create the future that I wanted to live in, Kyle conducts a professional service is personable and very astute with all matters. Would be an asset in any future planning - thanks mate.

5.00 July 2019

Kyle was very flexible in meeting my lady and I, at a time that suited us due to our busy lifestyle. He is very approachable and knowledgeable. He gave us a clear, jargon free explanation of how we can start preparing for a comfortable retirement. Would highly recommend.

5.00 July 2019

Kyle explains things in an easy to comprehend manner that any lay person can understand. He goes the extra mile for his clients ensuring that and maximizing their future wealth. I would highly recommend Kyle to anyone looking for a financial planner!

5.00 July 2019

Kyle has been wonderful to work with while helping get my personal insurances together. He is confident, knowledgeable and friendly. After a bad experience in the past I was hesitant to get help again and did not think I could afford it but Kyle quickly showed me real, easy to understand advice that I was very comfortable with. I would highly recommend Kyle to anyone needing financial advice!

Adviser status Gold
Rating 5.00
Number of reviews 7
First year providing advice 2011
Years of experience 13
Highest qualifications
- Certified Financial Planner (CFP)
- Certified Financial Planner (CFP)
Language spoken
- English

Griffiths Wealth

2 Dick St
Newcastle West, NSW 2302

Gw Afsl Pty Ltd

AFSL 550444

Kyle Griffiths

Griffiths Wealth

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Griffiths Wealth

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Gw Afsl Pty Ltd