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 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.

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:

Deb & Glenn Brown

Why did you choose Kilara Financial Solutions (Steve at Bayside Private Wealth) over a competitor’s?

That initial experience gave us confidence to engage with Steve. We were determined to be proactive with our planning and ensure that strong, clear and timely communication were the key factors in any partnership. We moved our account from a large company that had undertaken mergers and adopted commission based practices.

 

Deb & Glenn Brown

How responsive have we been to your questions or concerns?

From the first moment we signed with Steve and (KFS/BPW), responses to any question or concern have been, without exception, timely, prompt and helpful. We appreciate that proactive advice is offered if there is a change of circumstances that might impact on the agreed plan (i.e. government change to superannuation).

Deb & Glenn Brown

What would you say to someone who is asking about us?

Based on our experience, we would not hesitate to encourage someone looking for a highly professional organisation to help manage a financial plan, to contact KFS/BPW. We have done and would reference reliability, integrity and informed communication.

Contact Us

We thank you for contacting us. We will get back to you as soon as possible. For all general inquiries: :

Monday to Friday

9:00am to 5:00pm

Corowa Office

Wangaratta Office