Kevin Ly CFP®
About Me
Kevin is committed to helping you make smart financial decisions whichever lifestage you are in. He does this by helping his clients understand what they need to do with their money so they can feel confident about their financial future. He will put together a tailored strategy to achieve this over an agreed time period.He has extensive knowledge and can provide advice in the following areas: - building wealth- reducing debt- retirement planning- cashflow management - personal age care advice- Self Managed Super Funds
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 10 Years
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Licensed By Imagineering Fs Pty Ltd