Kent Mcdonald

Kent Mcdonald Email and Phone Number

Financial Planner and Principal and Director @ K2 Wealth
Brisbane City, QLD, AU
Kent Mcdonald's Location
Greater Brisbane Area, Australia
Kent Mcdonald's Contact Details

Kent Mcdonald work email

Kent Mcdonald personal email

n/a
About Kent Mcdonald

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!

Kent Mcdonald's Current Company Details
K2 Wealth

K2 Wealth

View
Financial Planner and Principal and Director
Brisbane City, QLD, AU
Website:
k2wealth.com.au
Employees:
2
Kent Mcdonald Work Experience Details
  • K2 Wealth
    Financial Planner And Principal And Director
    K2 Wealth
    Brisbane City, Qld, Au
  • K2 Wealth
    Financial Planner / Principal / Director
    K2 Wealth Dec 2001 - Present
    Brisbane, Australia
    Professional 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
  • K2 Wealth
    Life Risk Specialist
    K2 Wealth Dec 2001 - Present
    Brisbane, Australia
  • Clearview  Financial  Advice
    Authorised Representative | Full Authority | Risk Specialist | Financial Planner
    Clearview Financial Advice Jul 2014 - Present
    Brisbane, Australia
  • Doan Dental
    Corporate Superannuation | Life Insurance | Income Protection | Financial Planning
    Doan Dental Jan 2001 - Present
    Brisbane, Australia
  • Land Partners
    Group Life Insurance | Group Income Protection | Income Protection Claim
    Land Partners Jun 2005 - Present
    Brisbane, Australia
  • Millennium3 Financial Services Pty Ltd
    Authorised Representative | Full Authority | Financial Planner | Risk Adviser
    Millennium3 Financial Services Pty Ltd Jul 2005 - Jun 2014
    Brisbane, Australia
  • Amp
    Property Development Manager
    Amp Jun 1994 - Dec 2001
    Brisbane, Australia
  • Amp
    Property Valuer
    Amp Dec 1989 - Jun 1994
    Brisbane, Australia
  • Raine & Horne Commercial
    Property Valuer
    Raine & Horne Commercial Nov 1987 - Dec 1989
    Brisbane, Australia
  • Ad Taylor Pg Byrne Valuers
    Assistant Valuer
    Ad Taylor Pg Byrne Valuers Jan 1985 - Oct 1987
    Brisbane, Australia

Kent Mcdonald Skills

Superannuation Strategic Financial Planning Income Protection Wealth Management Retirement Planning Wealth Investments Life Insurance Estate Planning Wealth Accumulation Financial Advisory Investment Strategies Small Business Financial Planners Critical Illness Smsf High Net Worth Individuals Term Life Insurance Financial Planning Finance Disability Insurance Retirement Financial Services Investment Advisory Insurance

Kent Mcdonald Education Details

  • Association Of Financial Advisors
    Association Of Financial Advisors
    Fellow Chartered Financial Practitioner, Financial Planning And Services
  • Queensland Agricultural College
    Queensland Agricultural College
    Property Valuation
  • Kyogle High School
    Kyogle High School
  • The Scots College, Sydney
    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.

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