Financial Planning

Through smart planning and management, our experience can make a material difference. Our experts work closely with you to ensure that you receive quality service and sound advice regarding your financial position.

We can assist you in the following areas:

Asset protection

Estate planning

Financial advice and consultancy

Funds administration

Wealth accumulation

Insurance

Portfolio advice and management

Retirement, superannuation and pension planning

Wholesale superannuation

Our Financial Services Guide (FSG) contains information about KLI’s services, the general financial planning process, and your rights as a consumer. You can access our FSG in the link below:

KLI Financial Services Guide