Kings Park SecuritiesOur Services
We work closely with our clients and take our time to get to know you, to understand your financial needs and objectives, whether you are an individual, family or business owner.
We have the right people and expertise to help.
Our range of investment services and advice are designed to enhance your financial wellbeing and assist with managing your financial complexity, allowing you to focus on your family, lifestyle, business and retirement needs.
Our clients have access to personalised investment advice on a range of leading direct investments including Australian shares and International shares via Listed Exchange Traded Funds and Listed Investment Companies. We are committed to building long-term professional relationships with our clients by providing them with sound financial advice and personal ongoing service.
Portfolio Management
Assisting you to manage your investments and goals by tracking your investments and maintaining the proper asset mix and investment strategy that accommodates your needs. An effectively managed portfolio will produce superior returns over the long term in a risk-conscious manner. Capital preservation is at the forefront of our thinking when it comes to our clients' portfolios.
Strategic Advice
We obtain a holistic view of your situation to address all your financial needs, both now and in the future by understanding your personal and financial priorities, existing financial commitments, lifestyle goals, and career plans. We develop strategies to maximize and preserve your wealth to get you from where you are to where you want to be.
Personal Insurances
Personal Insurance provides financial security to you and your family for events like illness, loss of ability to earn, serious injury, total and permanent disablement, or even death. Having the right insurance coverage provides you with peace of mind. We make insurance easy by helping you understand the various types of coverage available, and working with you to ascertain the ideal level of cover and what to look for to find the right cover for you, whatever your circumstance.
Tax Effective Strategies
Tax strategy optimises the way your business income and personal spending are structured. We aim to take advantage of your available tax deductions and credits by looking at the three basic tax types - taxes on what you earn, taxes on what you buy, and taxes on what you own. It's important to remember that every dollar you pay in taxes starts as a dollar earned as income.
Superannuation Strategies
Superannuation is important because it is an investment in your future. One of the best ways to get more out of your super is by adopting an age-based investment strategy. The sooner you can get on top of your investment, the more you will grow your nest egg, which will provide peace of mind, financial resources, and other benefits to you during retirement.
Retirement Planning
Planning for your retirement can be daunting, but it doesn't have to be. We methodically take the stress away by assessing, planning, and developing your financial future, taking your specific retirement needs into consideration, assisting you to build a comprehensive retirement income, bringing you peace of mind so you can enjoy a secure financial future.
Intergenerational Wealth Transfer
In essence, it's the transfer of wealth from one generation to the next in the event of death. You spend a lifetime generating wealth and assets, unfortunately, not everyone ensures it will be passed on to the next generation. Transferring your wealth is not solely what you leave behind. It's about the how, the who, and the when. Generational wealth contributes to both the wealth gap between rich and poor and the wealth gap among races. We can assist you by putting together a customized tax-efficient plan and framework. Having a structured, inclusive approach is needed to transfer your wealth and also understanding the wealth behaviors of your beneficiaries. We believe open communication is key to a successful wealth transfer.
Aged Care
Aged care provides support to the elderly and frail, who can no longer continue living in their own home, to support them with everyday living and other needs. We help families understand the aged care process and assist with transitioning their loved ones into aged care. We provide you with information on the different types of age care services available, perform an assessment of needs to identify eligibility and the appropriate type of care for your specific situation.
Pensions & Government Entitlements
Age Pension provides a steady income to your bank account and also gives you access to discounts and concessions on life and health essentials. Many people are eligible to receive support once they reach the Age Pension age, meet the residency requirements, and meet the income and assets test. Once you become eligible for age-based discounts, you could find yourself saving on bills and services and lower the cost of living. We can help you structure your super and other finances to make the most of your money and also assist you to claim your government entitlements.
Talk to our team today to build your future and secure your legacy.
Ph. 08 9481 4715
Monday – Friday
8:30am to 5:00pm
