With you along the way

At KIS Planning we work with you along the way on life’s journey. Whether you are getting married, starting a family, embarking on the trip of a lifetime or planning to enjoy your years after work, we can help.

It all starts with understanding exactly what it is you want to achieve. We will then create your financial plan to help you get there.

We can help you with ...

Why Choose Us?

  • Exceptional Personal Service

    Our focus is on listening, understanding, and caring about your concerns and providing you with an individual level of service.

  • Ongoing Support

    Our friendly support team will support you throughout your journey with us and answer any questions you have along the way.

  • Knowledge and Experience

    Our Financial Advisers are highly qualified and have the knowledge and experience necessary to focus on all your important financial matters.

  • A Holistic Approach

    We want to understand exactly what you want to achieve in life and provide you with strategies to guide you towards your goals.

  • Keep You On Track

    We will keep you accountable along the way because we want you to stay on track to achieve your goals.

  • Ease and Convenience

    Deal with one company for your superannuation, investment, debt management, insurance and estate planning needs.

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