About Me

Personal interaction is a big part of Kim’s relationship with his clients. While providing strategic advice to help clients manage their financial lives is crucial, ensuring this advice helps meet with clients lifestyle and personal goals is the real aim.Kim has an extensive range of technical expertise built up since commencing as a planner in 1984. This gives him the ability to explain technical and jargon ridden areas of planning in a simplified manner for clients at all stages of their lives. This includes dealing with the complexities associated with superannuation and retirement, taxation, Centrelink, use of structures in investment management, and portfolio construction.Outside work hours, Kim and his wife Kathy enjoy spending time socialising with family (particularly their two boys Jake and Alexander) and friends, going boating and motorbike riding.