WEALTH 4 LIFE AUSTRALIA
We are experienced, highly qualified lifestyle financial planners who understand that money means more than money. It means being able to have the time to; do the things you love, support the people you love, leave a legacy, and to live comfortably and peacefully throughout all stages of your life, especially in retirement. We take the time to get to know you so we can tailor a financial plan that suits you.
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.
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 at the gym or at the beach!
Kim’s mission is to help you spend less time worrying about your finances and more time enjoying life!
KIM KLEIN (HAMILTON)
EXPERIENCE
Kim has more than 15 years of experience in the financial planning industry.
PASSIONATE
Kim is passionate about helping clients reduce stress, fighting and worry about financial issues.
LOCALLY OWNED AND OPERATED
Wealth 4 Life is a locally owned Toowoomba business with clients located Australia wide.
SIMPLIFIES FINANCIAL JARGON
Kim will take complicated financial strategies and explain them in simple and easy to understand terms
QUALIFIED
Kim is a Certified Financial Planner (CFP) (Recognised worldwide as the highest qualification for financial planners)
FLEXIBLE APPOINTMENTS
We can meet you; at your office, your home, our office or even over the internet.
ACCESSIBLE
Wealth 4 Life is available via phone, internet (zoom), Skype, email and Kim will even provide you with her personal mobile number.
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.
MEMBERSHIP
Kim is a member of the FPA (Financial Planning Association), an organisation recognised for its strong code of ethics.
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
See more testimonials at Adviser Ratings
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 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.
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Authorised Representative of
AVALONfs Pty Ltd
AFSL: 437518
ABN: 43 162 297 298
Phone: 1800 681 438
Email: admin@avalonfs.com.au