Kyle Griffiths

Kyle Griffiths Financial Planning

Gold
11 Yrs Experience
Newcastle West, NSW 2302
  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).

Expertise

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 7
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Kyle Griffiths Financial Planning

2 Dick St
Newcastle West, NSW 2302

Licensed by

Gps Wealth Ltd

AFSL 254544

5.00
7 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"'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."

  • Insurance Protection
  • Managing Debt
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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!"

  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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!"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I was looking for a new financial planner as I had been extremely let down by the one I had. Kyle was able to save me hundreds per year in super fees. Kyle was also able to get me better protection which included job specific cover. During the entire time I worked with Kyle I have felt looked after and was confident with Kyle's ability the hole process. Kyle does the necessary research to find the best solution for your needs."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kyle ran through my full financial position in much detail. We went through my current financial position and he forecasted what my position would be in the future based on his recommendations. He also established my personal insurances and ensured I was getting the most out of my super fund. Highly recommend speaking with Kyle."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Deakin University
Completed
2014

ASIC RG146 (Self Managed Superannuation Funds)

Level
0 - Training / Exam / Other
Institution
SMSF Strategies Pty Ltd
Completed
2014

Bachelor of Business (Financial Planning)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2009

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Deakin University
Completed
2013

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Kyle's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Kyle able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Kyle's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Kyle to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Kyle?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Kyle provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Kyle may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Kyle Griffiths
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens