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.
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 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.
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
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
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.