Financial Planning
King & Whittle specialise in providing financial planning & financial services to individuals and business owners across Australia. Having a financial planner on your side helps to ensure continued financial security into the future.
As licensed financial advisers & certified financial planners we take great pride in assisting our clients in meeting their financial goals.
Our financial planning services include;
- Superannuation, Super Funds & SMSF
- Life Insurance
- Estate Planning
- Retirement Planning
- Wealth Management
- Income Protection
- Cash Flow
Our deep understanding of Australian financial laws & financial institutions will keep your best interests in peace of mind. We specialise in wealth creation, managing investment portfolios and securing your financial future. If you need financial advice tailored to your financial situation, we invite you to get in touch with our team for a complimentary consultation. We welcome new clients seeking comprehensive advice.
Our offices are located on William Street in the CBD of Melbourne.
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. It is provided to you for your own personal use. It is not for purposes of resale, distribution or public display or any other uses by you in any form or manner whatsoever.
The performance of this website and all information contained within, or accessed from the website are provided to you on an "as is" basis, without warranties of any kind whatsoever, including any implied warranties or warranties of merchantability, fitness for a particular purpose or non-infringement of the rights or third parties. King and Whittle shall not be responsible for any problems or technical malfunction of any telephone network or computer on-line systems, servers, Internet access providers, computer equipment, software or any combination thereof. Including any injury or damage to your hardware or another person's hardware or software, as a result of using this website.
King and Whittle reserves the right, at its sole discretion, to modify, disable and discontinue temporarily or permanently, any part or all of this website. We may alter or withdraw any information contained thereon without liability or notice to you.
As a visitor to our website, you acknowledge and agree that any reliance on or use of any information available on this website shall be entirely at your own risk. In no event will King and Whittle nor any of its data providers be liable for any direct, indirect, consequential or exemplary damages arising from the use or the performance of this website.
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King & Whittle Wealth Management Pty Ltd ABN 92 610 352 540 is a Corporate Authorised Representative 1243390 GPS Wealth Ltd | ABN 17 005 482 726 | AFSL 254 544
Bruce Dyason is an Authorised Representative 1253957 of King & Whittle Wealth Management Pty Ltd
Our licensee, GPS Wealth, can be contacted on:
Tel: (02) 8074 8599
Head office address: Level 15, 115 Pitt Street, Sydney NSW 2000
Web: https://gpswealth.com.au/
Email: info@eastonwealth.com.au