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Kim Klein

 Kim Klein

Share profile:
58/62 Water Street South
Toowoomba
QLD
4350
AU

Overview CONTACT THE ADVISER

Kim Klein Kim Klein

total Reviews

7

Experience

15yrs

Status

Platinum

Overall Adviser Rating

91

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Wealth 4 Life Australia Pty Ltd
Wealth 4 Life Australia Pty Ltd

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 advisers 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 HERE
MYPLANNER PROFESSIONAL SERVICES PTY LTD
MYPLANNER PROFESSIONAL SERVICES PTY LTD

Licensee Owned By:

MYPLANNER PROFESSIONAL SERVICES PTY LTD
MYPLANNER PROFESSIONAL SERVICES PTY LTD
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Loan ProductsLoan Products
Small Business AdviceSmall Business Advice
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments
Estate PlanningEstate Planning
My fees
  • Free Initial Consultation
  • Personal Advice starting from $550
  • Ongoing Advice starting from $1,056

Latest Customer Reviews (3 of 7 total)See all

"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."

David, 46-55 9 Jun 2018

"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."

Deborah, 46-55 23 May 2018

"I find her courteous, approachable, well informed to my level of understanding and provides peace of mind."

Joan, 65+ 23 May 2018

History & Qualifications CONTACT THE ADVISER

My qualifications

Self-Managed Superannuation Fund Specialist (2013)

Accredited Derivatives Adviser Level 1 (2011)

Certificate IV Finance / Mortgage Broking (2011)

Advance Diploma of Financial Planning (2003)

My membership

Financial Planning Association (FPA)

  • Level of Membership: AFP

Awards
  • No award found
Years of experience
  • 15 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments

Contact details

58/62 Water Street South, Toowoomba
QLD 4350 Australia

Office hours

Monday:   9AM to 5PM
Tuesday:   9AM to 5PM
Wednesday:   9AM to 5PM
Thursday:   9AM to 6PM
Friday:   9AM to 5PM

Other address

4 Kingston Rd, HODGSON VALE
QLD 4352 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 98% Average Reviews
  • 7 Total Reviews
David, 46-5509 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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."

Deborah, 46-5523 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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."

Joan, 65+23 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I find her courteous, approachable, well informed to my level of understanding and provides peace of mind."

Rodney and Leanne, 46-5522 May 2018
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"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"

John, 65+09 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"-"

Mary, 65+08 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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 "

Stacey , Under 3503 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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"

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)

#1
Preparing For Retirement
STRENGTH
5
Customers
#1
Savings Investment
STRENGTH
5
Customers
#2
Building Super
STRENGTH
4
Customers
#3
Household Budgeting
STRENGTH
3
Customers
#4
Margin Lending Geared Investments
STRENGTH
2
Customers
#5
Centrelink Benefits
STRENGTH
1
Customers
#5
Estate Planning
STRENGTH
1
Customers
#5
Insurance Protection
STRENGTH
1
Customers
#5
Self Managed Super Funds
STRENGTH
1
Customers
#5
Tax Effective Strategies
STRENGTH
1
Customers

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Overall rating

91%

Kim Klein

Company: Wealth 4 Life Australia Pty Ltd

Download detailed report card

How is this calculated?

The overall rating is determined by a combination of the professional bodies Kim Klein is a member of and in what capacity, the licensee or company of Kim Klein and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Kim Klein (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 100%

Quality of Advice: 0%

Customer Satisfaction: 0%