“Alone we can do so little, together we can do so much” – Helen Keller
Kim has more then 15 years of experience in the financial planning industry.
Kim is passionate about helping clients reduce stress, fighting and worry around financial issues.
Locally Owned and Operated
Wealth 4 Life is a locally owned Toowoomba business with clients located Australia wide.
SIMPLIFIES FINANCIAL JARGON
Kim will take complicated financial strategies and explain them in simple and easy to understand terms
Kim is a Certified Financial Planner (CFP) (Recognised worldwide as the highest qualification for financial planners)
We can meet you; at your office, your home, our office or even over the internet.
Wealth 4 Life is available via phone, internet (zoom), skype, email and Kim will even provide you with her personal mobile number.
We don’t just ask how much do you want to invest; we dig deeper, to help you clarify your values, hopes and dreams and turn these into tangible goals.
Kim is a member of the FPA (Financial Planning Association), an organisation recognised for it’s strong code of ethics.
Wealth 4 Life are proud to support our local community and those in need, in particular our favorite charities are the Life Savers and the RSPCA.
Kim Klein (Hamilton)
Director and Financial Adviser
(Authorised Representative 229082 of MyPlanner Australia Pty Ltd AFSL No 345905)
Kim is a; Mother to 2 beautiful girls,
Wife to a Small Business Owner in the
construction industry, and spends her spare
time on personal development and traveling!
Kim’s mission is to help you spend less
time worrying about your finances and
more time enjoying life!
Thank you Kim, we greatly appreciate your efforts to get this through in a timely manner. I am feeling much more relaxed now.
We are so lucky and blessed to have met Kim and Malyson (better late than never). Things have changed for the better and a more brighter retirement outlook for us.
GEORGE & ANGELITA
WEALTH 4 LIFE SERVICES INCLUDE
A financial plan tailored to your needs including retirement planning.
Portfolio management, Investment Bonds, Australian Direct Shares, Exchange Traded Funds (ETF’s) and Managed Funds.
Retail and Self Managed Superannuation Funds (SMSF’s).
Provide advice on debt repayment strategies and can refer you to an accredited lending specialist for assistance with your lending needs.
Borrowing to invest.
For Wills, Enduring power of Attorneys and Testamentary Trusts, we refer clients to a lawyer to prepare the document and can assist with the distribution strategies.
Family Trust, Company, Unit Trust, Self Managed Superannuation Funds.
Superannuation options, QLD Government packaging.
Wealth Protection including Life, Total and Permanent Disablement, Critical Illness and Income Protection. We understand that protecting yourself, your family and what you have worked so hard for is of the utmost importance. This is why we invest the time and effort to ensure that your financial position is protected for unforseen accidents or illness.
WEALTH 4 LIFE AUSTRALIA
We are experienced, highly qualified lifestyle financial planners who understand that money means more than money. It means being able to have the time to; do the things you love, support the people you love, leave a legacy, and to live comfortably and peacefully throughout all stages of your life, especially in retirement. We take the time to get to know you so we can tailor a financial plan that suits you.
Wealth 4 Life Australia Pty Ltd is a Corporate Authorised Representative of MyPlanner Australia Pty Ltd AFSL No. 345905. MyPlanner Australia are a team of highly trained people who support Wealth 4 Life Australia with back office support; including technical and investment research, administration and ongoing training.