About Us
KPI Financial Group was founded in early 2008 with the objective of providing true holistic financial planning services to its clients in a way that can be measured and accountable.
In being accountable to our clients, our Key Performance Indicators (KPI’s) are:
- All stated objectives will be given a strategy for their achievement
- Tolerance for investment risk will be measured and applied
- Personal Risk and Family Protection will be considered and solutions provided
Ongoing accountability to KPI’s is provided by comparison to benchmarks through regular review of the clients’ situation. We regard this aspect as crucial, as no financial plan is “set-and-forget” and must be considered in line with changes to:
- Legislation
- The Economic Environment
- Financial Markets
- The Changing Priorities and Objectives of the Client
In achieving financial goals it is the strategy that will ultimately determine success or not and will be measured over time. It is because of this that the review is so important, and that your financial plan is updated on a regular (at least annual) basis.
Our Team
Gary Crole
Garry has over 20 years experience in the financial services industry, including roles in Product Development Consulting and Financial Planning. Garry holds a Diploma of Financial Services (Distribution) from Deakin Financial Services Pty Ltd.
Garry has been employed by and worked as a consultant for a number of leading Fund Managers and Superannuation Funds within Australia, including Colonial and was the founder and Managing Director of Money Planners Pty Ltd (now known as Deakin Financial Services) for many years. Garry brings a wealth of experience, expertise and knowledge to his role as a financial planner, and is able to provide advice and direction on a broad range of financial services.
Garry specialises in the development of personalised strategies with a focus on taxation reduction, wealth creation via gearing and the application of direct equities.
