Building and protecting your retirement and personal investment nest egg is one of the most important things you can do in life.
We have recognised the need to expand our services beyond accounting and taxation to help you do just that.
King & Whittle Wealth Management was established with experienced and qualified advisers who can help you meet your life goals through the proper management of your finances while complying with new regulator obligations. Our Australian team provide boutique financial advice and financial services to individuals who are looking to provide long into the future and create a lasting legacy.
We tailor our private wealth management advice to your unique financial situation giving you peace of mind aligned with your financial goals. Our award-winning management team have decades of experience in providing investment advice that will secure your financial future. As a long-standing wealth management firm we take pride in working with business owners that represent a range of industries.
This can include:
Budgeting to determine your savings capacity
Buying a home
Effective debt management
Saving for your children's education
Ensuring you have appropriate levels of personal insurance
Investing your superannuation wisely over your working life
Preparing for retirement
Retiring in style
A financial advisers role is to assist you in this process.
King & Whittle Wealth Management is an Authorised Representative of GPS Wealth Ltd. They are able to give advice on the following areas:
Superannuation and Retirement Planning
Investment (Direct Equities and Managed Investments)
Wealth Creation through Margin Lending
Risk Management using personal insurance
Succession and Estate Planning
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.
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