Kym Coleman CFP®

Kym Coleman CFP®

About Me

Financial Planning to me is about maximising what you have to enjoy the life you want both now and into the future. I love showing clients how our strategies can help them live their best life, and then helping them refine the strategy as they progress through their lives. I really enjoy helping people and making a positive difference to their life.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Tax strategies
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 4 Years
CERTIFIED FINANCIAL PLANNER®