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King Financial Services Pty Ltd

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King Financial Services Pty Ltd

Mission statement:

Great service, great advice, great implementation.

Overview:

Our goal is to be recognised as the pre-eminent financial planning practice in Canberra.

This is achieved by ensuring our clients receive great advice, great service and great implementation.

Our service offer is best suited to the people whose time is precious (through work or lifestyle) and they like having professional business relationships.
King · Great advice

Great advice is a necessity in a complex and changing world; a world, full of choices. Our advice is tailored towards making sound financial decisions based upon reason and intellect, as opposed to emotion.
King · Great service

Great service is expected. Great service is delivered.
King · Great implementation

Great implementation is about effective and proven processes delivering efficiencies. Focus on factors that make a difference, establish dynamic and effective processes that will deliver efficiencies for you.

Vision:

To be recognised as the trusted guide for all our client’s financial decisions, so as they can achieve peace of mind, and willingly communicate this to their friends and colleagues.

History:

King has been operating from Canberra City and then our Bougainville Street, Manuka office since 1973 to serve the financial needs of the people of Canberra and its surrounding regions.

In January 2004, King Financial Services Pty Ltd obtained an Australian Financial Services Licence #234661 and in March 2004 we moved to our current office in Barton.

We service clients ranging in age from 18 to over 80, with varying financial objectives and needs. We have approx 350 on-going client relationships.

King Financial Services is a Principal Member of the Financial Planning Association of Australia and we are committed to the Financial Planning Association’s Code of Ethics and Rules of Professional Conduct.

IMB Financial Planning Ltd, a joint venture between ipac securities and IMB Ltd, holds a majority interest in King Financial Services Pty Ltd. ipac securities limited ABN 30 008 587 595 is a wholly owned subsidiary of AXA Asia Pacific Holdings Limited ABN 78 069 123 011, which forms part of the AXA Group, a global wealth management and financial protection provider with offices in 60 countries.

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