Kharen Kaleda Email & Phone Number

My business goal is to provide a team that offers services to look after any, or all, of the financial matters that may keep our clients from enjoying the important things in life:Family, Friends, Business, Health and Fitness, Travel, Career & EducationThis could range from looking after the bookkeeping, so that a client can focus on building their business, to high level business strategic planning. It could be putting together a financial strategy to ensure their comfortable retirement.I have achieved this by employing great staff, being a member of Chartered Accountants Australia and New Zealand and Count Financial. We also partner with Xero to provide cloud accounting for our firm and clients.I believe strongly that individuals and families need to be protected against the financial costs associated with a long term illness, the permanent disability or death of a family member. We can provide risk advice, implementation and claims assistance.We can assist you with your business compliance, taxation, SMSF, home and investment loans, superannuation, investments, retirement planning, aged care advice, bookkeeping, margin lending, savings plans, business asset finance, etcI was previously a founding board member & Treasurer of Without a Ribbon Incorporated, a national charity assisting rare cancer warriors. I served as the NSW and ACT representative on the Count Advisory Board for 4 years, 2 as vice chair, and previously sat on the Count Women in Advice Committee (4 years). As I member of the Women in Advice Committee I set up a mentoring program for females within the Count Group.I was thrilled to be awarded the 2021 Pinnacle Award by Count Financial (their highest honour), 2016 Count Female Excellence in Advice award and was a Mentor of the Year finalist in 2015 Money Management Women in Financial Services Awards. In 2016, I was thrilled to be named Financial Planner of the Year in the Money Management Women in Financial Services Awards.

Listed skills include Superannuation, Strategic Financial Planning, Wealth, Investments, and 25 others.