KWA Financial Services is a smaller, more personal financial planning firm licensed through Dover Financial Advisers. We advise to a number of Accounting and Legal firms as well as to the public through referrals.
Retirement planning through superannuation is a large part of the practice’s work and this is facilitated through both managed and self-managed funds. Fees are charged as opposed to commissions and ongoing service packages are aimed at educating clients in understanding their investments and keeping them fully informed of their positions.
A full personal insurances brokerage is also offered to clients to ensure that their hard earned assets and their income positions are fully protected.
Where appropriate, we can assist clients in purchasing property through their own self-managed superannuation funds. Assistance here extends from setting up the SMSF, obtaining finance through a bare trust and managing other assets within the fund.
The firm promotes the philosophy that “the future belongs to those who plan for it”.