Kite Financial Services aims to provide a path for you to
achieve financial freedom
What we do
Our Philosophy
Kite Financial Services aims to provide a path for you to achieve financial freedom. We do this by providing strategic financial advice that is centred on your needs.
Kite Financial Services provides high-quality financial advice to all our clients. To help us provide this high level of service, we take the time to get to know our clients. The first step is to understand your goals, aspirations and current financial situation. If you are seeking limited financial advice on a single issue, we'll ask just as much as is necessary to be able to provide appropriate advice. However, if you want a detailed financial plan, we'll conduct a more in-depth analysis of your financial goals, attitude to risk and present financial position – including your income, assets, investments and liabilities.
Our Guiding Principles
Trust
We aim to build long-term partnerships by being open and honest and always acting with the highest integrity.
Passion
We have a passion about what we do. It gives us great satisfaction seeing our clients meet their short-term and long-term financial goals.
Professional
We are reliable, consistent and maintain high standards of ethical and professional conduct in all dealings.
Excellence
We are accountable in delivering our promises and are committed to ongoing development of our knowledge to help us deliver lasting value to our clients.
Family
We are caring people and have strong belief in the family values that have made us the people we are today.
Testimonials
My wife and I recently engaged the services of Wade Britnell of Kite Financial Services to assist us with evaluating our personal insurance needs and could not be happier with the high level of service we received.
Wade took the time to listen to and understand our needs and tailored his advice accordingly. He explained in very clear terms, the reasons behind his recommendations and made sure that we understood and felt comfortable with all aspects of his suggestions.
Wade also went out of his way to ensure that all follow up work was completed by third parties and remained in regular contact with us until all of our policies were satisfactorily in place.
I would not hesitate to recommend the services of Wade Britnell and Kite Financial Services to anyone looking for advice and assistance with any of their financial needs.
Peter
Tarneit