Our success is built on one simple principle: “Client Satisfaction = Happy Clients”. Since our founding in 1973, we’ve been driven by a passion to provide you and your family with the financial services you truly need. Our holistic approach ensures that your financial well-being is always our top priority, with a firm focus on delivering client satisfaction at every step.
We believe that client relationships are more important than just charge-out rates. Our goal is clear – we want to delight you with our services! Many of the families we work with have been with us for over 15 years, and some for as long as 40 years. We’ve become more than just financial advisors; we’ve become your trusted family office.
This service is a new idea in the financial services industry and builds on our key strategy of value by offering other non-financial services in your time of need. We don’t force it, but these additional services are there if you don’t have the support from family and friends around you. How do we measure the strength of our client relationships? We are in regular contact with our clients and engage the Beddos Institute to survey our clients for feedback annually. See our testimonials page for feedback.
It doesn’t matter where you live – we provide our value added services to a large number of clients located on the Central and Northern Gold Coast, in Northern Queensland including Mount Isa, Townsville and Charters Towers and as far south as Melbourne and utilise technology to facilitate virtual meetings where necessary. Our team deeply care about your wellbeing and are encouraged to take ownership of client relationships. Perhaps that means saying happy birthday on your special day or just being understanding of your current circumstances.
At SK, we are selective about the clients we take on, ensuring that we work with individuals who truly understand the value of our holistic approach. We add value by solving problems, easing concerns, and creating tailored financial strategies that make a real difference in your life.
We begin by getting to know each other. This first meeting is an opportunity for us to understand your overall financial situation and explain how our services can add value to your financial life.
Once we’ve gathered the necessary information, we prepare a customised plan tailored specifically to your needs. This plan takes into account your personal goals, budget, assets and liabilities, superannuation, insurance, estate planning, investment strategy, tax minimisation strategies, and cash flow analysis, all the way through to your retirement.
After the plan is developed, we implement the strategies that are right for you. We also maintain regular contact and conduct ongoing reviews to ensure you stay on track to meet your goals. Our process works because it’s designed with your happiness in mind. By staying in touch and providing one-on-one service, we reduce problems and keep our clients satisfied.
At SK, our guarantee is simple: “Value-added communication and personalised service that ensure client satisfaction and happiness.”
If you have been searching for the right financial planning experts who can meet your needs and help navigate an ever-changing economic landscape, we would love to work with you.
We offer a wide range of financial services from one location. These services include: tax agents & accountants, small business advice, financial advisors & financial planners, wealth advice, your personal wealth portal, self managed super funds (SMSF), wills & estate law, age care financial planning, tailored insurance services, property investment, small business virtual CFO, and ask us about Probate Law.
Contact SK to schedule your obligation free 30 minute consultation now.
We acknowledge and pay respects to the people of the Yugambeh language region of the Gold Coast and The Kalkadoon People of Mt Isa and all their descendants both past and present. We also acknowledge the many Aboriginal people from other regions as well as Torres Strait and South Sea Islander people who now live in the local area and have made an important contribution to the community.
