Three Kings Wealth Management
www.threekings.com.auThree Kings was founded on the principles of providing Transparent, Simple and Flexible solutions to complex problems. Transparency - to ensure everything we do from fees to operations is an open book and in your best interest. We often get told that a lot of the things we say are not what you want to hear, but definitely what you needed to hear and we are very proud of that. Simplicity - Finances are complex, make no mistake about it, but it shouldn't be for you. Our three step approach focuses on keeping the things that are controllable in your focus and the rest left to us. This guarantees you stop thinking about things like insurances, superannuation and the size of your debt, and gives you more time to focus on the things you love like your career, family and where the next holiday will be. Flexibility - life isn't linear, so why should the solutions to your problems be positioned that way. Everything we do has been designed with a flexible approach to be able to suit all different peoples needs and change mid flight just as life does. The core idea behind what Three Kings does is defined by our Three Step to Success Formula: 1. Discover 'WHAT' it is you want to achieve in your life - big, small, ambitious, simple, basic or quirky 2. Analyse 'HOW MUCH' that is going to cost and whether it is achievable given your Inflows, outflows, risk tolerance and time frames - if not we will adjust things to be achievable 3. Produce a solution on how to 'EXECUTE' the plan as simple, efficient and low risk as possible. Through these 3 steps we ensure all of our valued clients have a very simple path to follow. Our clients are afforded the luxury of a range of services such as Financial Consulting - for those who just want to ask a few questions every now and then, Financial Advice - Those who just need some stuff set up and reviewed, and Wealth Management - for those who want it all! Whatever your need or preference, we are happy to oblige!
Read moreThree Kings was founded on the principles of providing Transparent, Simple and Flexible solutions to complex problems. Transparency - to ensure everything we do from fees to operations is an open book and in your best interest. We often get told that a lot of the things we say are not what you want to hear, but definitely what you needed to hear and we are very proud of that. Simplicity - Finances are complex, make no mistake about it, but it shouldn't be for you. Our three step approach focuses on keeping the things that are controllable in your focus and the rest left to us. This guarantees you stop thinking about things like insurances, superannuation and the size of your debt, and gives you more time to focus on the things you love like your career, family and where the next holiday will be. Flexibility - life isn't linear, so why should the solutions to your problems be positioned that way. Everything we do has been designed with a flexible approach to be able to suit all different peoples needs and change mid flight just as life does. The core idea behind what Three Kings does is defined by our Three Step to Success Formula: 1. Discover 'WHAT' it is you want to achieve in your life - big, small, ambitious, simple, basic or quirky 2. Analyse 'HOW MUCH' that is going to cost and whether it is achievable given your Inflows, outflows, risk tolerance and time frames - if not we will adjust things to be achievable 3. Produce a solution on how to 'EXECUTE' the plan as simple, efficient and low risk as possible. Through these 3 steps we ensure all of our valued clients have a very simple path to follow. Our clients are afforded the luxury of a range of services such as Financial Consulting - for those who just want to ask a few questions every now and then, Financial Advice - Those who just need some stuff set up and reviewed, and Wealth Management - for those who want it all! Whatever your need or preference, we are happy to oblige!
Read moreEmployees statistics
View all employeesPotential Decision Makers
Director / Financial Planning Consultant
Email ****** @****.comPhone (***) ****-****
Technologies
(17)