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About me
Wealth 4 Life Australia specialises in helping; busy, working, home owning couples in the Toowoomba and Darling Downs region. Our mission is to get your financial house in order, so you can spend less time worrying about finances and more time on what you enjoy - Family, friends, health, travel etc.
Check out our facebook page for free financial tips and inspiration! https://www.facebook.com/wealth4lifeaustralia/
Authored by me:
Reviews
4.9
out of 5 starsLesley-Ann
46-55 years old"Kim made everything sound logical and is so easy to talk to. I wish we had met her years ago. Kim is awesome."
17 Jul 2018Mike
46-55 years old"Kim is very professional and knows her products, and made the daunting job of sorting out our finances very easy.Kim kept us in the loop the whole time ."
17 Jul 2018David
46-55 years old"I have found the way Kim has advised me has enabled me to feel confident about our finances and where we are heading. It has taken all the stress out of the equation."
09 Jun 2018Deborah
46-55 years old"We found Kim extremely helpful, respectful of our aspirations, and very easy to understand with regards to the overwhelming financial world we currently live in."
23 May 2018Joan
65+ years old"I find her courteous, approachable, well informed to my level of understanding and provides peace of mind."
23 May 2018Rodney and Leanne
46-55 years old"Kim has only been assisting us with achieving an earlier retirement since August 2017. Kim is always available for any request or explanation we may have or need. She is easy to talk to and responses are very timely. I am hoping that what she has assisted us with will see us retiring sooner rather than later.... too early to say but only time will tell. At this point in time I can only see benefits/pluses and would highly recommend Kim as a financial planner/adviser"
22 May 2018My Expertise
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Borrowing
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Budgeting
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Growing Assets
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Insurance & Protection
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Managing Debt
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Margin Lending
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Retirement Planning
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Self Managed Super Funds
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Small Business Advice
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Superannuation
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Tax Strategies
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Wills & Estate
Key information
- Adviser rating
- Platinum
- Years Experience
- 16 Years
- Highest qualification
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Advance Diploma of Financial Planning
- Industry Memberships
-
1 total
- Address
- 58 Water St S
South Toowoomba, QLD, 4350 - Location
Like to know more?
I'm committed to providing quality service and meeting your needs.
Ownership Structure
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Company
Wealth 4 Life Australia Pty Ltd
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Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee
AVALONFS PTY LTD
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Licensee owned by
Avalonfs Pty Ltd
My Qualifications
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Self-Managed Superannuation Fund Specialist (2013)
Level of Qualification: Training
Institution: SMSF Association
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Accredited Derivatives Adviser Level 1 (2011)
Level of Qualification: Training
Institution: Kaplan
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Certificate IV Finance / Mortgage Broking (2011)
Level of Qualification: Level 4 - Certificate IV
Institution: Kaplan
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Advance Diploma of Financial Planning (2003)
Level of Qualification: Level 6 - Advanced Diploma, Associate Degree
Institution: Deakin University
My Memberships
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Financial Planning Association (FPA)
Level of Membership:
AFP
My Fees
- Personal Advice
- starting from $550
- Ongoing Advice
- starting from $1,056
- Details
-
N/A
Like to know more?
I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
Lesley-Ann
46-55 years old"Kim made everything sound logical and is so easy to talk to. I wish we had met her years ago. Kim is awesome."
17 Jul 2018Customer opinions
Mike
46-55 years old"Kim is very professional and knows her products, and made the daunting job of sorting out our finances very easy.Kim kept us in the loop the whole time ."
17 Jul 2018Customer opinions
David
46-55 years old"I have found the way Kim has advised me has enabled me to feel confident about our finances and where we are heading. It has taken all the stress out of the equation."
09 Jun 2018Customer opinions
Deborah
46-55 years old"We found Kim extremely helpful, respectful of our aspirations, and very easy to understand with regards to the overwhelming financial world we currently live in."
23 May 2018Customer opinions
Joan
65+ years old"I find her courteous, approachable, well informed to my level of understanding and provides peace of mind."
23 May 2018Customer opinions
Rodney and Leanne
46-55 years old"Kim has only been assisting us with achieving an earlier retirement since August 2017. Kim is always available for any request or explanation we may have or need. She is easy to talk to and responses are very timely. I am hoping that what she has assisted us with will see us retiring sooner rather than later.... too early to say but only time will tell. At this point in time I can only see benefits/pluses and would highly recommend Kim as a financial planner/adviser"
22 May 2018Customer opinions
John
65+ years old"-"
09 Mar 2017Customer opinions
Mary
65+ years old"Kim is always available for any request or problem we have. Reviews are kept promptly & accurately, has always kept her appointments with us punctually. She is very honest, capable, knowledgeable, knows her job. Easy to talk to, communicate with. Kim has been our adviser for many years since 2000 if my memory serves me correctly, if it is not 2000 then it is 2002. I am hoping that she continues to be our financial adviser for at least the next 25 years or maybe 30 years then I shall have seen the turn of my century hurrah. - Kate Allen "
08 Mar 2017Customer opinions
Stacey
Under 35 years old"Kim is wonderful and will show you the necessary steps in order to reach your goal. She works with you to do this and is always happy to answer questions and follow up on the things that she has access to. Stacey 4350"
03 Mar 2017Customer opinions
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I'm committed to providing quality service and meeting your needs.
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