Kite Financial Services aims to provide a path for you to
achieve financial freedom
What we do
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
We aim to build long-term partnerships by being open and honest and always acting with the highest integrity.
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.
We are reliable, consistent and maintain high standards of ethical and professional conduct in all dealings.
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.
We are caring people and have strong belief in the family values that have made us the people we are today.
What our clients say
As a self-employed mortgage broker I was looking for income and life insurance and had discussed this with another financial planner and did not proceed as I did not have a clear understanding of the process. I met with Wade on 4 occasions, he was very patient and clear on his explanations, both verbally and written, answered all of my questions very promptly and most importantly as my situation was complicated, he went above my expectations to have my income protection insurance accepted at a level I was pleased with. If you or anyone you know is considering life or income protection insurance, I highly recommend Wade and encourage you to discuss your situation with him.