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KIS Planning

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KIS Planning

Profile:

Advice we specialise in
Retirement planning
Financial planning
Small business advice
Investment planning
Superannuation
Wealth management
Wealth protection

General advice we provide
Banking solutions
Estate planning

Overview:

Financial Planning is a process to ensure the Right Money is in the Right Hands at the Right Time. We employ a Keep It Simple approach to ensure you have the greatest opportunity to reach your financial goals.

Matthew Seamons is a Certified Financial Planner and principal of KIS Planning.

We are located in a brand new, modern office in Nexus Norwest. Our offices are spacious and hold enormous opportunity for us so that we are able to continually improve our ongoing service and grow with our clients. We currently hold a number of seminars per month catering to the varying needs of our clients.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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