Kite Financial Services aims to provide a path for you to
achieve financial freedom

What we do

Kite Financial Services provides strategic financial advice in the following areas:

Retirement planning

We can help you prepare as best you can to ensure you are able to look forward to your desired lifestyle in retirement.

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Investment

Investing can build enough wealth to provide financial security and a comfortable lifestyle but it can be complex and there are many options to choose from.

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Superannuation

For many working Australians, superannuation can be an effective way to secure their financial future in retirement in a tax effective manner.

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Insurance

While many people insure their home, car and possessions, it is even more important to make sure your family and lifestyle are protected.

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Retrenchment

If you are retrenched, you’ll have a lot of issues to consider. For some, retrenchment can lead to an exciting new beginning.

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Social security/ Centrelink

When planning for your financial future, it is important to find out if you qualify for any of the government benefits available to individuals and families.

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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.

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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.

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Testimonials

I was referred to Wade Britnell by a mutual friend who suggested that I think about a transition to retirement plan. Wade set up a meeting and discussed everything openly with me and sent a report outlining quite clearly what to expect from changing my superannuation over into a pension fund. I was quite nervous about undertaking such a big step but went ahead feeling confident with the recommendations which Wade had given me. Wade has been a wonderful support to all my questions and touches base regularly with me. I would recommend Wade and Kite Financial Services whole heartedly. Jenny, Eltham, Victoria

Learn more about what we do at Kite Financial Services