WELCOME

At Kinvale Financial Planners our clients receive financial guidance that makes a genuine difference to their lifestyle.

We simplify the complex areas of superannuation, investment and tax so you can enjoy the rest of your life. We charge a flat fee for the preparation of financial plans. We only invest in wholesale funds via platform and direct shares, with no entry or exit fees, providing you with the best in strategic advice, competitive fees and we endeavour through our active portfolio management program (if selected) to deliver above index returns over the long term.

During your wealth creation journey we make financial information accessible and easy to understand so you can play an active role in your wealth creation plan. Alternatively, we can do the complex work while you kick back and enjoy the results. The choice is yours, because at Kinvale it's all about options.

With our team of qualified, experienced and approachable people, our knowledge-sharing culture and ability to think outside the square, you've come to the right place by choosing Kinvale Financial Planners.

Specialising in:

•	Wealth creation	•	Retirement planning and superannuation
•	Investment portfolio management	•	Loans (home & investment)
•	Personal insurance	•	Self-managed super funds