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Kings Park Securities

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Kings Park Securities

Overview:

Our company commenced operations from January 2001 in Western Australia with a small team of management and staff amongst the most experienced and respected in the industry.

Today, we provide investment and financial planning advisory services to individuals, superannuation fund trustees, and charities. Individual portfolios are constructed based on specific risk profiles and client objectives. Currently funds under advice are in excess of $250 million. We service private and business clients in every State of Australia and Australian Expatriates around the world.

At Kings Park Securities, we aim to achieve the following long-term outcomes for our clients:

   • above benchmark investment performance
   • expert financial planning advice, and
   • delivery of excellent personalised service.

We believe we can deliver the above if we remain steadfastly loyal to the following interrelated principles:

1. Adopt a disciplined value orientated investment selection process with an aim to generating a reliable, steadily rising income stream at a greater rate than inflation.

2. Control growth by limiting the number of clients serviced by advisers and administration staff so that investment management and client service standards are not compromised.

3. Employ highly competent and ethical advisers and administration staff and provide continuing training and reviews.

4. Submit all investment and administration procedures to rigorous ongoing review.

Kings Park Securities want to be known for providing each of our private and business clients with a clear and well understood financial plan and investment portfolio appropriate for the client's risk tolerance. Above all, we want our clients to be in control and have peace of mind within their financial lives.

Kings Park Securities services are not advertised. Our business growth is sourced from referrals from satisfied clients.

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