Kite Financial Services – a family just like yours.
Kite Financial Services is a family business helping your family reach their goals through personalised financial advice.
Our guiding principles in living our mission include:
Family – we are caring people and have strong belief in the family values that have made us the people we are today.
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.
Since starting up our family business we have taken pride in seeing our clients prosper in seeking a brighter financial future. We are strong believers in the benefits of setting clear financial goals and developing a plan to achieve them.
Our approach to financial planning is all about helping you and your family achieve the lifestyle that you want, both now and into the future. We take great enjoyment from our clients reaching life milestones. Whether it is starting a new job, buying your dream home, getting married, having children or enjoying the fruits of your hard work in retirement, we are motivated by being able to make a difference to your life.
We have financial goals just like you, so we understand and can relate to the problems and challenges you face in trying to enhance your financial future.
Our goal is to continue to grow our family business through developing ongoing personal relationships. Almost all our business is sourced from referrals from our existing clients and other professionals.
Wade Britnell AFP®
Principal & Financial Planner
Wade is a co-founder of Kite Financial Services following an extensive career of over 20 years in the financial services industry.
Wade likes to cut through the jargon and explain complex financial concepts to you in a way that is easy to understand. He also likes to educate along the journey to make you more financially literate.
Wade has been an authorised Financial Planner since 2007, with extensive experience in superannuation, investments, insurance and taxation.
Qualifications & Professional Associations
Wade has a Bachelor of Commerce and Advanced Diploma of Financial Planning, ensuring the professional qualifications necessary to help you.
Financial Services Guide (FSG)
I conduct myself ethically and professionally in every aspect of my work and adhere strictly to the guidelines set out in the Financial Services Guide. This guide provides you with information about the advice that we provide, and the Licensee that we represent: Financial Wisdom Limited. Its purpose is to educate you prior to us providing a financial service. You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy. For further details click on the Financial Services Guide link.
This FSG is in Adobe™ Acrobat™ format. If you do not have Acrobat installed, you can download Acrobat by clicking on the icon to the right. Otherwise, click on the download link. Download
Office & Relationship Manager
Jane is a co-founder of Kite Financial Services and has over 15 years’ experience in office management and customer services along with a Bachelor of Commerce. Her previous roles have been in human resources and financial planning.
Jane has a warm and friendly personality and enjoys dealing with people in her day-to-day work.
She is also a registered Marriage Celebrant and loves her other job in helping people celebrate special milestones in their life.
Qualifications & Professional Associations
Jane has a Bachelor of Commerce and a Diploma of Marriage Celebrancy.
A Bit About Us
We are a close knit family and spend a lot of time together. While we are all busy with our work, school, and sporting commitments, we always make an effort to sit down together at dinner time often discussing the things we are thankful for. One of these is the great support we have from our parents and other family members who are important in our lives.
Our Favourite things to do:
One of our favourite things to do is to head down the highway to Anglesea to spend time at the beach – we love the fresh ocean breeze and taking our mischievous dog Joey for a walk. We also love to travel overseas and were recently able to enjoy the trip of a lifetime to the USA where we were able to visit Washington, New York, San Francisco, and LA. Taking the kids to Disneyland was a lifelong dream!
Most Weekends are Spent…..
On weekends, you are likely find us at the Sanctuary Lakes Cricket club. We are keen to support the local community and are proud of our involvement on the committee, coaching, playing and sponsorship.
Kite Financial Services Pty Ltd is part of the Financial Wisdom network of financial advisers who independently own their businesses and are supported by the strength and resources of the Commonwealth Bank. The Financial Wisdom difference is reflected in the name. While financial advice is telling someone what they need to do and the steps they need to take, financial wisdom is about empowering clients with the knowledge to secure their financial future long after the advice is given. Find out more at www.financialwisdom.com.au/advice.html
Through its national network, Financial Wisdom provides advisers with a comprehensive range of services and resources, including:
- Sophisticated planning tools to help provide effective solutions
- Product research and customer insights to identify new opportunities in investment, superannuation and insurance products
- IT and systems support to underpin our outstanding customer service
- Continuing professional development, training and compliance checks to ensure high-quality advice.
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.
I recently met with Wade to discuss my insurance needs. I had in my head that I was after Trauma Insurance to ensure I could survive should I experience a Traumatic event/illness.
What I wasn’t aware of was the types of things I needed to think about when determining the level of cover I needed and the many different types of policies out there.
I met with Wade numerous times both at my home and his office and he helped me work through this. He took the time to understand my situation and find the right fit in regards to both level of cover and cost.
The implementation of the cover was seamless thanks to the follow up from Wade and Jane at Kite Financial. I fully trust the work Wade does and feel confident that he will be looking after my financial needs for the long term as my circumstances change.
Last year we sought advice from Wade Britnell of Kite Financial Services in order to prepare for our imminent retirement. His helpful, courteous and well-considered advice with respect to managing two sources of income (full time jobs, and rental properties) and our superannuation, put us at our ease immediately. Wade introduced us to the Transition to Retirement Scheme, something we did not know a lot about. We believe his invaluable guidance and counsel has put us on the best pathway possible to a comfortable retirement. Wade is always there to answer our many questions in simple and clear layman’s language! We are delighted with his service and we have had no hesitation in recommending Kite Financial Services to family and friends.
Chris and John
Perth, Western Australia
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.
We would highly recommend Kite Financial Services to anyone who wants all the hassle taken out of risk insurance. Whether you know what policies you need, simply don’t understand what you would like to be covered for, or perhaps you’re just too time poor to dedicate the time needed to organise it for yourself, Kite Financial Services truly understand the industry and can guide you through to securing what’s really important.
Matt & Sue
I met with Wade to setup a transition to retirement strategy that met my ambition to protect my capital and provide an ongoing income stream and most importantly give me peace of mind with my future financial stability. This resulted in a shift from an industry-based super scheme to a retail fund which was in my best interest. The transition is well managed by Wade of Kite Financial Services and he keeps me informed of both progress and issues for resolution. I meet with Wade quarterly since the transition and am impressed with both the level of information provided and the personal interface. His diligence and application with regard to overall management has far exceeded my expectations. I have confidence in recommending Kite Financial Services to colleagues and will continue to do so.
Max & Eileen
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.