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EXPERIENCE
Kim has more than 15 years of experience in the financial planning industry.
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PASSIONATE
Kim is passionate about helping clients reduce stress, fighting and worry about financial issues.
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LOCALLY OWNED AND OPERATED
Wealth 4 Life is a locally owned Toowoomba business with clients located Australia wide.
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SIMPLIFIES FINANCIAL JARGON
Kim will take complicated financial strategies and explain them in simple and easy to understand terms
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QUALIFIED
Kim is a Certified Financial Planner (CFP) (Recognised worldwide as the highest qualification for financial planners)
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FLEXIBLE APPOINTMENTS
We can meet you; at your office, your home, our office or even over the internet.
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ACCESSIBLE
Wealth 4 Life is available via phone, internet (zoom), Skype, email and Kim will even provide you with her personal mobile number.
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GO FURTHER
We don’t just ask how much do you want to invest; we dig deeper, to help you clarify your values, hopes and dreams and turn these into tangible goals.
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MEMBERSHIP
Kim is a member of the FPA (Financial Planning Association), an organisation recognised for its strong code of ethics.
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SUPPORTIVE
Wealth 4 Life is proud to support our local community and those in need, in particular, our favourite charities are the Life Savers and the RSPCA.
TESTIMONIALS
KIM KLEIN (HAMILTON)
Director and Financial Adviser (Authorised Representative of AVALONfs Pty Ltd AFSL No 437518)
Kim is a; Mother to 2 beautiful girls, Wife to a Small Business Owner in the construction industry, and spends her spare time on personal development and travelling! Kim’s mission is to help you spend less time worrying about your finances and more time enjoying life!
Services
What We Do Best
Financial Advice
Investment
Portfolio management, Investment Bonds, Australian Direct Shares, Exchange Traded Funds (ETF’s) and Managed Funds.
Superannuation
Retail and Self Managed Superannuation Funds (SMSF’s).
Debt Consolidation/Reduction Strategies
Provide advice on debt repayment strategies and can refer you to an accredited lending specialist for assistance with your lending needs.
Gearing
Borrowing to invest.
Estate Planning
For Wills, Enduring Power of Attorneys and Testamentary Trusts, we refer clients to a lawyer to prepare the document and can assist with the distribution strategies.
Structures
Family Trust, Company, Unit Trust, Self Managed Superannuation Funds.
Salary Packaging
Superannuation options, QLD Government packaging.
Personal Insurance
Wealth Protection including Life, Total and Permanent Disablement, Critical Illness and Income Protection. We understand that protecting yourself, your family and what you have worked so hard for is of the utmost importance. This is why we invest the time and effort to ensure that your financial position is protected from unforeseen accidents or illness.
WEALTH 4 LIFE AUSTRALIA
Wealth 4 Life Australia Pty Ltd is a Corporate Authorised Representative of AVALONfs Pty Ltd AFSL No. 437518. Avalon is a team of highly trained people who support Wealth 4 Life Australia with back office support; including technical and investment research, administration and ongoing training.
The Best of the Best have a coach.
If you want to be your best make sure you get one too.
Get In Touch
58-62 Water St South
TOOWOOMBA, QLD 4350
tel: 07-4630-9863
The advice provided on this website is General Advice Only. It has been prepared without taking into account your objectives, financial situation or needs. Before acting on this advice you should contact an AVALONfs Financial Adviser who will ascertain the products appropriateness having regard to your own objectives, financial situation and needs. If any products are detailed on this website, you should obtain a Product Disclosure Statement relating to the products and consider its contents before making any decisions. Prosperity Planning Partners Pty Ltd and AVALONfs Pty Ltd Avalon disclaim all and any guarantees, undertakings and warranties, expressed or implied, and shall not be liable for any loss or damage whatsoever (including human or computer error, negligent or otherwise, or incidental or consequential loss or damage) arising out of or in connection with any use or reliance on the information or advice on this site.
The user must accept sole responsibility associated with the use of the material on this site, irrespective of the purpose for which such use or results are applied. The information on this website is no substitute for financial advice.
The advice provided on this website is General Advice Only. It has been prepared without taking into account your objectives, financial situation or needs. Before acting on this advice you should contact an AVALONfs Financial Adviser who will ascertain the products appropriateness having regard to your own objectives, financial situation and needs. If any products are detailed on this website, you should obtain a Product Disclosure Statement relating to the products and consider its contents before making any decisions. Prosperity Planning Partners Pty Ltd and AVALONfs Pty Ltd Avalon disclaim all and any guarantees, undertakings and warranties, expressed or implied, and shall not be liable for any loss or damage whatsoever (including human or computer error, negligent or otherwise, or incidental or consequential loss or damage) arising out of or in connection with any use or reliance on the information or advice on this site.
The user must accept sole responsibility associated with the use of the material on this site, irrespective of the purpose for which such use or results are applied. The information on this website is no substitute for financial advice.
AVALONfs Financial Services Guide | AVALONfs Privacy Policy
Authorised Representative of
AVALONfs Pty Ltd
AFSL: 437518
ABN: 43 162 297 298
Phone: 1800 681 438
Email: admin@avalonfs.com.au