Our Services
Based entirely on your measures for financial success, KPI Financial Group will design a financial plan to direct you to the path toward your objectives.
Our comprehensive planning process will determine:
- Where you are now
- Where you want to be
- When you want to be there
The resulting financial plan will provide a realistic assessment of your goals and recommend strategies to achieve them; along with any financial products that will support you.
KPI Financial Group focuses on the overall needs of a client. This approach is taken because of our belief that no financial decision is made in isolation – one decision can have ramifications on other aspects of a financial plan.
However, a client may not wish to consult on the basis of a comprehensive financial strategy but may prefer to discuss only certain aspects of their needs. With this in mind, KPI Financial Group offers the following services in a limited advice capacity where required:
- Wealth Creation
- Investment Funds
- Superannuation Funds (including personal rollovers & corporate plans)
- Gearing Strategies (including use of capital protection and margin lending)
- Share Market Investments
- Investment Administration Platforms
- Personal Protection (including life insurance, trauma insurance and income protection)
In order to help us fully understand where you are now and where you want to be we ask that you complete a fact finder (detailing your, assets, liabilities, income etc.), as well as a risk tolerance questionnaire. This should take around 30 minutes and forms the basis for our initial interview which we conduct at no charge.
Please be aware that any information provided in these documents is totally confidential and treated in accordance with the National Privacy Principles. Your information will be stored under lock and key and will not be passed to any third party without your permission.
