Wealth Advisory

 

Here at KHT, we don't just want your finances in order. We want them to thrive. We recognise that today's investment becomes tomorrow's future. Good financial management is a key component to reducing future stress and limitations. We work to establish what is important to you and what kind of future lifestyle you are hoping for, to ensure that you meet those goals while you still have the capacity to do so. We can help you to invest, protect and manage your finances to produce far better results. We can assist with all things financial including Financial Planning, Self Managed Superfunds, Insurance, Superannuation Planning, Investments, Retirement Planning, Direct Equities, Credit Assistance  & Estate Planning.

For a complimentary wealth advisory consultation

 

WEALTH ADVISORY PACKAGES

 

Whilst we do provide initial stand alone advice and individual services, we have also created packages that can make planning a little easier.These packages allow you to know upfront how much investing in your future will be and allow you to avoid any surprise bills. 

We can help you build wealth and get your finances on track by helping you to make smart decisions regarding your finances. We can provide a clear picture of your financial situation and help to get you to where you wish to be by providing strategies, actions and investments to get you there. We can provide ongoing mentoring, advice and support to ensure you continue to make good financial decisions and make managing your finances easier and more successful. Helping you live the way you want to. Investing in a future worth working towards. 

       

BRONZE

$325
per month (+GST)
  • Access to My Prosperity
  • 1 x Portfolio Review p.a.
  • 1 x Financial Plan Review p.a.
  • Basic Estate Plan Review
  • Monitor Cashflow from Investments
  •  

    SILVER

    $600
    per month (+GST)
  • Access to My Prosperity
  • 2 x Portfolio Reviews p.a.
  • 2 x Financial Plan Review p.a.
  • 1 x Estate Plan Review p.a.
  • 1 x Superfund Review p.a.
  • 1 x Tax Planning Meeting
  • Monitor Cashflow from Investments
  •  

    GOLD

    $885
    per month (+GST)
  • Funds over $1,000,000
  • Access to My Prosperity
  • 4 x Portfolio Review & Rebalance p.a.
  • 2 x Financial Plan Review p.a.
  • 1 x Estate Plan Review p.a.
  • 1 x Self Managed Superfund Review & Investment Strategy p.a.
  • 1 x Tax Planning Meeting
  • Monitor Cashflow from Investments
  •  

    Please Note: Some options are compulsory pending the number of Investment Properties, SMSF accounts, Investment & Business Entities and total amount of funds under management . Additional fee may be charged for the initial preparation of your Statement of Advice. We also offer customised and platinum packages. Combine Wealth and Accountancy packages for a discounted fee.

     

    Not sure which package is for you? Contact us and we'll talk you though it.