When you meet with Wes, you will be struck by his strategic view on wealth creation and protection and the way he takes into consideration your taxation and structural needs. Wes began his career as an accountant before deciding that being a Financial Advisor was the best way for him to help people.

 

Wes joined KKP Wealth in 2022, and since has built solid relationships with new and existing clients, delivering sophisticated solutions and strategies to build and preserve your wealth.

 

Wes works with a very diverse client base, including executives, SME business owners Self Managed Superannuation Funds, individuals and families requiring holistic wealth management and strategic advice.

 

Outside of work Wes has an active calendar of football umpiring, cycling, keeping up with his teenage sons and doting on his lovely wife.

 

A few areas that Wes can assist with:

• Strategic wealth planning for all ages, for example building you a tailored Financial Plan

• Active investment portfolio advice including direct shares

• Pre and post retirement planning and investment advice

• Advanced SMSF advice and implementation

• Debt reduction and recycling strategies

• Business succession planning

• Purchasing property through SMSFs using borrowed funds

• Tax-effective investment advice

• Personal insurances and risk protection

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Wes is happy to meet for a complimentary initial discovery meeting with you to discuss your financial goals. Please do not hesitate to contact KK Partners Group reception to arrange a suitable time or click here to submit a request for more information.