How We Work With You
We work on a fee for service basis meaning that we are working for our clients and not any fund manager, bank or financial institution or superannuation fund.
Our financial planning clients benefit from a regular review of their financial plan and investments and we assist clients with a coordinated approach to their retirement planning, superannuation, wealth creation, portfolio management, risk protection and estate planning.
Whilst individuals may have immediate issues to deal with, we take the time to understand your situation and challenge you to obtain the best value from working with us. Geoff strives to provide simple solutions to complex problems with a financial plan that’s right for your unique situation.
Our focus is helping our clients achieve their financial goals with financial solutions that are right for you.
All new clients of Kingston Financial Planning Pty Ltd participate in a structured ongoing review service tailored to their specific needs. This is our commitment to ensure that the financial plan put in place today continues to meet their needs.
Geoff’s background as an Accountant and experience as a Certified Financial Planner since 1998 ensures that he has the experience and skill to deal with both individuals and small and medium size business clients in dealing with personal financial planning affairs.
We offer a free initial consultation of one hour to get to know your situation and assess how we may be able to help you plan for the future. For many, this may simply be working to pay off the mortgage, saving, investing a lump sum or planning for a comfortable retirement lifestyle.
You can choose to limit the nature of our engagement by detailing what services that you require us to provide. This advice can also be provided progressively over time to ensure that our services remain affordable and relevant to your particular needs.
We generally charge a fixed fee for preparing a financial plan (outlined in our Financial Services Guide) which equates to the cost of providing this service and implementing our advice.
