Kent Mcdonald Email and Phone Number
Kent Mcdonald work email
- Valid
Kent Mcdonald personal email
Are you earning a good salary but going nowhere financially?Your financial goals shouldn’t be a footnote at the end of your financial plan.Instead, they should be at its very core.Goals-based financial planning is about creating a personalised road map to reach your financial goals smarter & sooner.Whether your goals include a car, holiday, renovations, private schooling, paying your house off faster or something else entirely, the secret to success is simple: a personalised financial plan tailored to your situation, needs & preferences.As a Brisbane-based financial planner with over 30 years’ experience in the financial services industry, I take the time to understand you, your situation, your goals & your dreams so we can develop a fully-tailored, goals-based financial plan to get you where you want to be, sooner.To do this, I ensure your financial plan is both complete & completely integrated. That means starting with the right foundation: appropriate insurance to protect your family, lifestyle & income against the risk of unexpected injury, illness, disability or death.Once your foundation’s set, it’s time to build on it. To do this, I lay out detailed steps & processes on a personalised financial roadmap to YOUR financial goals, not someone else’s. This includes making smart investments, paying your debts down the right way & leveraging all your resources wisely.My services don’t end there, either.Like your trainer at the gym, I provide consistent follow-up & support on your journey. As your financial coach, cheerleader & teammate, I keep you accountable & on track to ensure you succeed. Where necessary, I adjust your plan as you go or help you change your habits so you reach your financial goals faster.If you’re looking for financial planning that sees you as an individual & is truly focused on your dreams for the future, we need to talk.Message me on LinkedIn or call me today on 0733682002.I look forward to helping you reach your financial goals!
K2 Wealth
View- Website:
- k2wealth.com.au
- Employees:
- 2
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Financial Planner And Principal And DirectorK2 WealthBrisbane City, Qld, Au -
Financial Planner / Principal / DirectorK2 Wealth Dec 2001 - PresentBrisbane, AustraliaProfessional Financial Planning PracticeWe aim to provide personal, professional financial advice to families, individual professionals, business owners, managing directors and dental and medical practitioners.Provide superannuation and investment advice including Self Managed Superfunds along with financial protection plans.Full Estate Planning serviceCashflow management -
Life Risk SpecialistK2 Wealth Dec 2001 - PresentBrisbane, Australia
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Authorised Representative | Full Authority | Risk Specialist | Financial PlannerClearview Financial Advice Jul 2014 - PresentBrisbane, Australia
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Corporate Superannuation | Life Insurance | Income Protection | Financial PlanningDoan Dental Jan 2001 - PresentBrisbane, Australia
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Group Life Insurance | Group Income Protection | Income Protection ClaimLand Partners Jun 2005 - PresentBrisbane, Australia
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Authorised Representative | Full Authority | Financial Planner | Risk AdviserMillennium3 Financial Services Pty Ltd Jul 2005 - Jun 2014Brisbane, Australia -
Property Development ManagerAmp Jun 1994 - Dec 2001Brisbane, Australia -
Property ValuerAmp Dec 1989 - Jun 1994Brisbane, Australia -
Property ValuerRaine & Horne Commercial Nov 1987 - Dec 1989Brisbane, Australia -
Assistant ValuerAd Taylor Pg Byrne Valuers Jan 1985 - Oct 1987Brisbane, Australia
Kent Mcdonald Skills
Kent Mcdonald Education Details
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Association Of Financial AdvisorsFellow Chartered Financial Practitioner, Financial Planning And Services -
Queensland Agricultural CollegeProperty Valuation -
Kyogle High School -
The Scots College, Sydney
Frequently Asked Questions about Kent Mcdonald
What company does Kent Mcdonald work for?
Kent Mcdonald works for K2 Wealth
What is Kent Mcdonald's role at the current company?
Kent Mcdonald's current role is Financial Planner and Principal and Director.
What is Kent Mcdonald's email address?
Kent Mcdonald's email address is ke****@****.com.au
What schools did Kent Mcdonald attend?
Kent Mcdonald attended Association Of Financial Advisors, Queensland Agricultural College, Kyogle High School, The Scots College, Sydney.
What skills is Kent Mcdonald known for?
Kent Mcdonald has skills like Superannuation, Strategic Financial Planning, Income Protection, Wealth Management, Retirement Planning, Wealth, Investments, Life Insurance, Estate Planning, Wealth Accumulation, Financial Advisory, Investment Strategies.
Who are Kent Mcdonald's colleagues?
Kent Mcdonald's colleagues are Erin Budyka, Debbie Herbert, Patrick English, Michelle Thomas.
Not the Kent Mcdonald you were looking for?
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Kent McDonald
Los Angeles Metropolitan Area4funkybrew.com, aimco.com, nwpsc.com, realpage.com11 +171430XXXXX
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Kent McDonald
Birmingham, Al2gmail.com, uabmc.edu5 +177263XXXXX
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