Financial Advice
Kilara Financial Solutions Pty Ltd AFSL 244530
When you work with our dedicated team of professional financial advisors you can be assured that we will individually tailor our advice to reflect your goals, preferences and attitudes towards investing.
Cash & Savings Planning
Your most important asset is your ability to earn an income. Protecting your income is an essential part of maintaining the lifestyle you want
Centrelink Claims & Advice
We can analyse your entitlements and complete the necessary forms to assist in the application for Centrelink benefits and entitlements.
- Aged Pension
- Youth Allowance
- Health Care Cards
- Aged-Care Assessments
- Family Tax Benefits
- Carer Payment and Allowance
- Farm concessions
Estate | Capacity Planning
Life is finite. What happens at the end? What if you’re not able to make that call? Having spent a lifetime accumulating your nest egg, you need to plan how it will be distributed. We can assist you with:
- Aged & SMSF Planning
- Will construction
- Binding Death Benefit Nominations
- Executor Dossiers & briefings
- Power of Attorney
Income Protection
Protecting your income is an essential part of maintaining the lifestyle you want now, and in the future. No one plans to get sick or be injured, but you can plan to provide an alternative source of income if you are ever unfortunate enough to be affected by such an event.
Insurance Products & Advice
Insurance helps protect you against the impact of unexpected occurrences in life. We can show you what types of insurances are available, work out how much you need, and tailor a plan to suit your needs.
Investments
Our independent financial advisors can tailor specialist solutions to help you achieve your financial goals. We specialise in investment products such as:
- Shares
- Property
- International investing
- ETF’s & SMA’s
- Ethical alternatives
- And more.
Super
We use superannuation as a tax-effective means to invest for retirement. But not all super funds are equal. We work with you to conduct a retirement needs analysis and tailor a solution for you.
Strategic Advice
Having spent time and effort accumulating your nest egg, you need to plan how it will be distributed.
We can assist you with:
- Retirement Needs calculations
- Aged & SMSF Pension Planning
- Will construction
- Binding Death Benefit Nominations
- Successor Directors
- Executor Dossiers & briefings
Self Managed Super Fund (SMSF)
An SMSF is ideal for those who want control over their retirement funds. Choose your own investments, diversify asset classes, purchase property, reduce your tax liability, and more.
Here’s why our customer’s trust us:
Contact Us
We thank you for contacting us. We will get back to you as soon as possible. For all general inquiries: :
Monday to Thursday
9:00am to 5:00pm
Friday
9:00am to 1:30pm