MenuKim Klein CFP®
About Me
Kim helps her clients, get ahead financially, have better relationships and less financial stress. Kim's motto when investing is Keep It Smart and Simple (KISS). Kim has more than 20 years experience in the financial planning industry. Services include; Retirement Planning (incl. business sales), Inheritance Planning, Superannuation incl. Self Managed Superannuation Funds (SMSF), Investment Advice - incl. Direct Property, Gearing (Borrowing to invest), and Structures - Family Trust, Company, Unit Trusts
Areas of Focus
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Graduate Diploma -
Years of Experience 21 Years -
Licensed By Commoncents Advice Group Pty Ltd -
Advice Fees From $2,200
