18 Reviews

Kieran Menzie

Financial Foundations Australia Pty Ltd

Silver

3 Yrs Experience

Dandenong, VIC 3175

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I am a Certified Financial Planner® and have a Master's of Financial Planning.

I love the opportunities that come with providing holistic financial advice to a wide range of clients in various stages of their lives.

My aim is to achieve a long-term relationship with my clients so that I can help them build on their dreams and provide them with peace of mind, knowing their financial affairs are taken care of.

Financial Foundations Australia Pty Ltd has a vast array of products and services that cover investing, superannuation, retirement, tax mitigation, estate planning, life insurance and many more. If you are thinking about planning for your future, let's talk.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Cashflow & Income
Tax Strategies
Growing Assets

The first initial consultation is always free, in which I will come to understand your situation, your needs and goals. From here, we will discuss the services required by us, and let you know what the initial and ongoing cost will be.

5.00 June 2023

I have always been so happy with Kieran's professionalism, easy way of explaining what you need to know, patience when he may have to explain it again. Also for his caring way for you as a person not just a client is so special.

5.00 September 2022

Kieran is always helpful and takes the time to explain things. He has always given me excellent financial advice.

5.00 August 2022

I have always been very reluctant to go to a financial planner but I am so glad we went to see Kieran. Right from the beginning Kieran made us feel at ease. He is very polite, respectful and took the time to understand our situation and what our concerns were. His explanations were very clear and he always went at a pace that we could understand. I now feel much more confident about our retirement. Thanks Kieran.

5.00 August 2022

Kieran is a polite, respectful and excellent communicator. He regularly used relevant graphics to communicate our financial situation in a simple but effective manner. As an elderly person who is not technically informed, Kieran patiently explained information required clearly. I have no hesitation in recommending Kieran, who would prove to be a wonderful asset to any organisation of which he became a part of.

4.75 August 2022

I appreciated Kieran's attention to our details and his endeavour to seek the best outcome to consolidate our financial wellbeing during this important stage of our lives. Kieran's advice and explanations are delivered at a comfortable pace; he is a very good listener, patient if I'm not clear on the subject or point, and happy to expand in order to provide clarity. I believe our interests are in good hands.