KPS Wealth | Protect-Grow-Prosper | Financial Advisors
About the Business
Welcome to KPS Wealth, your trusted financial advisors in Australia. Located in the vibrant city of Toowong, on Sherwood Road, we are a well-established institution offering a wide range of financial services including accounting, establishment, finance, insurance agency, and more. Our institution is not just a point of interest, but a reliable partner when it comes to managing your wealth and securing your financial future.
At KPS Wealth, we pride ourselves on providing expertise and professional advice that encompasses all aspects of wealth management. Whether you are looking to protect your assets, grow your wealth, or simply prosper in life, our dedicated team of experts is here to assist you every step of the way.
One of our valued clients, a long-term accumulator of stocks, sought our help in improving the performance of their portfolio. With a badly structured, underperforming, and expensive-to-manage portfolio, our team, led by Mark Spicer, worked closely with them to determine their goals and objectives. Tim Klingner, our experienced advisor, executed their investment strategies, resulting in a significant improvement in the portfolio's performance. Throughout the process, Tim provided continuous consultation and support, ensuring our client's satisfaction.
Another client had the privilege of being guided by Anthony during a challenging time in their life. Anthony's exceptional knowledge and unwavering support exceeded their expectations. At KPS Wealth, we always prioritize our clients' needs, and this client's experience with Anthony is a testament to that. Our professionalism, attentiveness, and genuine care for our clients have consistently delivered amazing results and advice. With Anthony's guidance, they have found the support they needed, and they would never consider looking elsewhere for help.
With over 40 years of combined experience in financial planning, risk and insurance, direct shares, and portfolio management, KPS Wealth is a Queensland-owned and operated company you can trust. Our team of experts is dedicated to providing personalized solutions tailored to your unique financial goals and circumstances.
Whether you are an individual seeking wealth management strategies, a business owner looking for financial planning assistance, or someone in need of insurance solutions, KPS Wealth is here to help you protect what matters, grow your wealth, and prosper in life. Contact us today to schedule a consultation and experience the difference of working with a trusted financial institution like KPS Wealth.
Photos
Location & Phone number
9 Sherwood Road, Toowong, Queensland 4074, Australia
Hours open
Monday:
9:00 AM - 4:30 PM
Tuesday:
9:00 AM - 4:30 PM
Wednesday:
9:00 AM - 4:30 PM
Thursday:
9:00 AM - 4:30 PM
Friday:
9:00 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I could not be more happier with the service received from Josh! He helped me and my partner with super review and obtained suitable insurance and also helped us with some investment strategy. He is passionate about his work and genuinely care about us, our future. I would recommend Josh to anyone. Thanks"
"Mark Spicer and Kay Christensen were nothing but super professional, helpful, kind and compassionate during such a sad, hard time in my life. They guided me through the whole claims process step by step and were very patient and understanding. I highly recommend them and can't speak highly enough of Mark and Kay and their service. I will continue to use their services moving forward."
"I engaged Josh from KPS Wealth at Toowong to complete an insurance and superannuation review for myself and my partner. My partner in particular works in 2 industries that prove very difficult to obtain insurance for. Josh managed to navigate this with the insurance providers and was successful in obtaining a full suite of insurance for both of us. Our Superannuation is now with funds that are more appropriate for us and our goals. All of the leg work was done by Josh and his team which made the process of changing funds seamless. It saved us so much time! I would highly recommend KPS Wealth, particularly Josh."
"Josh assisted me in obtaining my personal insurances. There were a few challenges in my applications, however, Josh managed to work through them and obtain a fantastic outcome. Josh appreciated that I am quite busy, and made sure to do the "leg work" updating me if and when necessary with need-to-know information. I would highly recommend KPS Wealth, particularly Josh."
"My husband and I have had a great experience with Blair at KPS Wealth. He has provided with invaluable advice on our financial situation and helped us navigate the rather confusing matter of insurances. He has been very patient, friendly and accommodating. I would definitely recommend. Thank you Blair!"
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