Wealth Management and Financial Advice

Wealth Management & Financial Advice
Building, protecting and managing personal wealth is one of the most important financial responsibilities in life. Whether you are building wealth through your working years, managing an investment portfolio, planning for retirement or creating a legacy for your family, the right financial advice can provide clarity, confidence and long-term peace of mind.

King & Whittle Wealth Management is an Authorised Representative of GPS Wealth Ltd. Our experts help you understand where you are today, define where you want to be in the future, and put the right strategies in place to help you get there.
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  • Build & protect wealth

  • Manage investments

  • Plan for retirement

What makes King & Whittle Wealth Management different?

We combine financial advice with a broader understanding of accounting, taxation, business, and family wealth considerations.

We understand that every client’s financial situation is unique. We take the time to understand your personal circumstances, your goals, your priorities, your business interests and your attitude to risk before providing tailored advice.

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Our advisors can help you with
Helping you understand your income, expenses and savings potential so you can make informed decisions and plan with greater confidence.
Advising on effective investment strategies throughout your working life, with a focus on retirement outcomes and long-term wealth creation.
Helping you understand affordability, loan options and the broader financial implications of purchasing a home.
Managing debt strategically to reduce financial pressure and improve your long-term financial resilience.
Creating structured savings and investment strategies to cover future education expenses.
Guidance on life and income protection, trauma and disability insurance to help protect you, your family and your financial position.
Preparing for retirement with a clear strategy around income, investments, superannuation, tax considerations and desired lifestyle goals.
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FSG (Financial Services Guide) | Complaints Process

King & Whittle Wealth Management Pty Ltd ABN 92 610 352 540 is is an authorised representative of GPS Wealth Limited ABN 17 005 482 726 holder of Australian financial services licence number 254544 (“GPS Wealth”). GPS Wealth is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange. Our licensee, GPS Wealth, can be contacted on
Tel: (02) 8218 8778
Head office: Level 15, 115 Pitt Street, Sydney NSW 2000
Writing: GPS Wealth Ltd, GPO Box 1453, Sydney NSW 2001
Web: https://gpswealth.com.au/
Email: infoatcount.au (info[at]count[dot]au)


The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your personal objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs. This website is for information purposes only and is not intended to provide commercial, financial, investment, accounting, tax or legal advice. 

 

 

An approach to wealth management built on trust, loyalty and empathy.