King Financial Group
 
 

At King Financial Group we look at creating and preserving wealth for you. Some of the measures include:

  • Contributions to Superannuation – a tax effective means to create wealth for the future.

  • Tax Effective Investments – we short list a panel of specially selected projects to reduce tax payable immediately and offer potential for future income returns.

  • Distributions from Trusts – self employed and contractors can utilise this service to direct income using a method that is not available to those acting as employees

  • Tax Effective Pre Retirement and Retirement Income Streams – receive a Superannuation pension whilst working and pay no tax in retirement

  • Margin Lending and Borrowing to Invest – receive tax deductions for investment purposes to improve cashflow

  • Cash Reserves and Emergency Funds – every financial plan should include a facility to access cash quickly in the event of an emergency as well as on a daily basis

  • Risk Management – adequate insurance levels & cost effective premiums as well as an up to date Will are key aspects for your dependents in time of need

  • Mortgage Broking – we can source some of the best home loan and investment rates on your behalf.

The King Financial Planning process

The King Financial Group takes the time to ensure we understand your situation correctly by following a five stage financial planning process.

It should be noted that the five stage financial planning process may not be relevant to all clients' requirements.

The King Financial Planning Process

Fact Finder & Risk Profiler
We ask that you complete these documents to ensure we understand your current situation, desired future needs and attitude to risk.

Face to Face Meeting
You will meet with your financial adviser to discuss your situation first hand.

Scoping Document
Documentation will be issued to ensure that we have understood your financial goals and objectives and to confirm the areas where we will be providing assistance.

Financial Strategy Outline (FSO)
Once we have received confirmation from you that the scoping document is to your satisfaction, we develop your FSO. The FSO details the investment vehicles recommended to meet your goals.

Statement of Advice (SoA)
Upon signing off on your FSO, we will then construct the more detailed SoA. Investment products, projections and research will be provided along with your recommended financial strategy.