Setting new Standards in Finance

About KLC Services

Your Needs are Our Focus

Our Methods are Tailored for You

Our financial firm was developed to serve you. Together, we provide a wealth of experience, which we dedicate to forming innovative and thoughtful financial strategies for clients. Your lifestyle and objectives are critical for us to fully appreciate of over time so that we fulfil our requirement to deliver a plan customised to your personal journey in attaining your future plans for yourself and your family. Providing the wide range of resources and capabilities of larger firms and institutions, we offer this tailored service to our retail clients.

At the time we begin to execute a financial strategy, we utilise the full expertise of our team, conducting thorough research, then carefully undertake the correct path for you which is consistent with your tolerance for risk and is designed to help you pursue your objectives. We deliver unique guidance with your financial requirements and preferences, this is at the core of everything we do.

We truly support financial success from 18 to 80 plus years old, with thorough planning and on-going advice. By applying the full spectrum of our firm’s awareness and expertise, we provide the service and advocacy to enhance your financial prospects and springboard you toward your dreams.

Our Approach To The Markets

Discovery

The initial focus of our work with you can be described as a lot of listening. We listen carefully, and get to know you, your family, your challenges, your stories and your plans. We also pay heed to all of your family members needs and expectations in the conversation so that we can fully appreciate any generational complications in your wealth strategy. Our business is about trust and building bonds with our clients, not just the placing of money management. Getting to know you is the key step to ensure that your legacy is passed to your heirs.

Analysis and Planning

With planning we operate with you to collect data so that we can carefully assess where you stand. Once we have a clear understanding of your current financial situation and business holdings, we work to understand your investment history, risk preferences and long term aspirations. We also review cash flow, future requirements, tax implications and planning objectives. Armed with information, we identify where you are financially in comparison to your objectives; and what needs to be adjusted to get you to your target.

Implementation and Execution

Considering the long view into the future, we get to work to develop your strategic wealth vision, in all the areas of your financial life. The families of our clients benefit from an integrated approach that addresses your portfolio, estate planning, tax planning and when the time comes, your legacy. We also deliver an investment policy statement to serve as a guide for investment decisions both now, and in the future. We never stop helping you to achieve your financial objectives, and as your life changes, so will our work. We guide you through any financial challenge so that you feel calm and secure in your financial life.