Financial Planning is very important to your future!

Advice that is strategy based

Robert and Jenny deliver high level, comprehensive, financial advice above and beyond the scope of basic financial planning. The big picture goal is to help people to be financially independent. We can add value whether you have already reached your maximum financial position and would like to secure it in retirement or you are on the journey of converting your human capital (ability to save and earn) into financial capital.

We seek to build lasting relationships with you, our clients; we take the time to clarify what's important to you and to understand your situation and values. We want to work with you over the long-term to create a plan that works for you now and into the future.

• Our Advisers provide a comprehensive range of financial advice services to clients including:Strategies for growing wealth
• Strategies for managing debt
• Strategies for protecting wealth
• Estate planning
• Strategies for maximising superannuation
• Our financial planning process is structured to make seeking advice collaborative, simple and transparent

Here's how we work together

Initial consultation

The first appointment is about getting to know each other and is complimentary.
Come with your financial goals and details of your income, superannuation, debts, assets, and insurances so we can work out how we can help you. If you decide to proceed to the next stage, we will discuss all fees and charges with you at this point.

Strategy Recommendations

We will present and explain our recommendations to you in a written document known as a Statement of Advice (SOA). This forms the basis of your financial plan. Our SOA's are prepared by Para-planners located in Perth.

We will arrange a further time for an Adviser to meet with you to take you step-by-step through your new plan, answer any questions you have, and make any modifications you require. We will also fully disclose any associations we have with financial product issuers or other parties, and any advice fees and commissions. If we recommend a specific financial product, We'll provide a Product Disclosure Statement so that you can make an informed decision.

Implementation

Once you give the go-ahead, together we will help you implement your chosen strategies. This will involve setting up investment or insurance products or us liaising with other professionals in our team where necessary.

Regular review

Your financial plan should not be a set and forget solution, but should be a living document that adapts to change. It is important you seek regular checks and let us know if your circumstances change. We recommend an annual review to ensure your plan continues to meet your needs.

How to find out more

Robert Kirk Private Wealth Management
Phone: +61 7 3666 0126
Fax: +61 7 3666 0098
Email: info@kirkwealth.com.au