K2 Wealth is a family-owned, family-focused business working to help you reach your financial peak. Your ability to earn an income to support yourself and your family is your most important asset. We help you to protect this asset and create a solid foundation on which you can build to reach your financial peak.
Our Process
When assisting you to make the right decisions in building your financial foundation, we follow a tried and true process.
• First, we get to know you in an initial, confidential meeting.
• Following this meeting, we will formulate financial strategies that take into account your current personal circumstances and needs.
• We will then meet with you again to discuss these strategies, and, if you are happy to proceed, we will implement.
• Importantly, because your circumstances and needs will change over time, we will regularly review the strategies in order to ensure that you have the right cover and investments for your circumstances throughout the different stages of your life.
• If the time ever comes that you need to make a claim, we will assist you in order to ensure that you receive everything you are entitled to – giving you confidence and peace of mind.
Want personalised financial advice? Sit down and discuss your needs with a financial planner who cares. Call K2 Wealth today – (07) 3368 2002.
Company Details
- Employees
- 2
- Founded
- -
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.k2wealth.com.au/
- Keywords
- SMSF, Personal Insurance, Superannuation, Business Insurance, Wealth Creation, Redundancy Advice, Budgeting, Estate Planning, Facilitation a Will.
- Competitors
- K2 Private Wealth, Roma Finance.
K2 Wealth Questions
K2 Wealth's website is http://www.k2wealth.com.au/
K2 Wealth's LinkedIn profile is https://www.linkedin.com/company/k2-wealth
K2 Wealth has
2 employees.
View email and phone details for 2
employees at K2 Wealth.
K2 Wealth's industry is
Financial Services
K2 Wealth's top competitors are
K2 Private Wealth,
Roma Finance.
K2 Wealth's categories are Financial Services
K2 Wealth's founding year is 2001
