Kingston Financial Planning PTY Ltd. 7 John Street, Kingston, Tasmania 7050

Welcome to Kingston Financial Planning Pty Ltd, a reputable institution located at 7 John Street, Kingston, Australia. As an accounting, establishment, finance, and point of interest, we offer a wide range of financial services to cater to the diverse needs of our clients.

At Kingston Financial Planning, we operate as a corporate authorized representative of Charter Financial Planning Limited. This allows us to benefit from their commercial services, which assist in efficiently running our practice. Charter Financial Planning is a prominent financial planning organization in Australia, with a rich history dating back to 1996. Holding an Australian Financial Service License for both personal and general advice, they provide us with the necessary tools to offer comprehensive financial solutions to our clients.

Being a member of the AMP Group, Charter Financial Planning is backed by the expertise and resources of one of Australia's leading financial institutions. The AMP Group comprises companies that were formerly part of the Australian and New Zealand operations of Axa Asia Pacific Holdings Limited. This association enables us to align our business with the values and principles that our clients expect, ensuring that they are treated with the utmost care and respect.

One of the key advantages of our relationship with Charter Financial Planning is the ability to utilize efficient business systems, which ultimately helps us keep our fees at an affordable level. By outsourcing certain functions that would otherwise be costly to handle in-house, we can pass on these savings to our clients, making our services accessible to a wider range of individuals and businesses.

We also leverage the power of technology to manage client portfolios effectively. Our software allows us to receive regular data downloads from selected investment and administration platforms such as BT, AMP North, Summit, Macquarie, Asgard, and AMP. This ensures that we have up-to-date information to make informed decisions on behalf of our clients.

As an authorized representative of Charter Financial Planning, we offer a comprehensive range of financial services. Whether you need assistance with investment planning, retirement planning, superannuation, insurance, or any other financial matters, our team of experienced professionals is here to guide you every step of the way.

Please note that the information provided on this website is of a general nature and may not take into account your specific objectives, financial situation, or needs. We strongly advise you to consider your individual circumstances before making any decisions based on the information presented here.

For further inquiries or to schedule a consultation, please feel free to contact us via phone at (03) 6229 8588, fax at (03) 6229 8090, or email at admin@kingstonfp.com.au. We look forward to assisting you in achieving your financial goals.