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.

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Our guiding principles in living our mission include:

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.

 

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.

Before undertaking any work, we will clearly explain the various steps involved in the financial planning process, as well as our fees and charges. We’ll also take the time to answer all your questions. If you are happy to proceed, we will then begin working on a plan for you. If part of our advice involves recommending certain products, we will set out in writing our reasons for suggesting those products so you can ensure you are happy with our recommendations before proceeding.

We can also provide you with contact details for some of our existing clients (with their permission). You can speak with them to find out more about how we work and what their experience with us has been like.