Welcome to Kaiyan Consulting
We take a comprehensive and holistic approach to financial planning. Our core focus is a highly customized and strategic method that prioritizes our clients’ goals. Effective financial planning involves listening and collaborating, rather than selling financial products.
With our extensive experience, we possess a deep understanding of the following financial planning concepts:
Throughout your life, you’ll face several significant financial choices that can greatly influence your future, such as purchasing your first home, sending your children to private schools, assisting aging parents with care, and planning for retirement.
Having a financial strategy in place eliminates much of the uncertainty. With a clear understanding of what needs to be done and when, you can move forward confidently and work toward your financial goals. Collaborating with a financial advisor offers expert insights and helps to alleviate the emotional burden of these important decisions. They evaluate the key figures, cash flow, and future forecasts, guiding you to make informed financial choices that align with your objectives. This ensures you stay on the right track instead of relying on guesswork or hope.
Turn Your Goals into a Clear Plan
Through a collaborative process, we gain insight into your financial goals and aspirations, transforming them into a practical plan. This involves modeling various scenarios for comparison and creating a Statement of Advice (SOA) that provides our formal recommendations. The SOA will outline our guidance for achieving your financial objectives and detail how we can support you in areas like cash flow management, share investing, property investing, superannuation, and more.
Execute an Investment Plan
At Kaiyan Consulting, we will assess your current investment strategy to identify improvement opportunities, or if you're new to investing, we will develop a new investment plan. This plan will specify our recommendations on how to invest, including options like share investing, property investing, SMSFs, and more.
Develop Your Property Plan
If you're considering property investment as part of your wealth strategy, we can help. We have assisted many clients in building investment property portfolios, upgrading their family homes, purchasing their first homes, or acquiring investment properties. Through our financial strategy process, we will clarify your property goals and implement strategies to achieve them.
Achieve Your Ideal Retirement
Our team is here to help you realize your retirement goals and objectives. Since everyone has different visions of retirement, we work closely with you to understand what your ideal retirement looks like and guide you on the best path to achieve it.
Create Your Wealth Management Plan
At Kaiyan Consulting, we develop a wealth management plan that enables you to grow your wealth without demanding significant time or effort on your part. We take care of everything, allowing you to concentrate on what matters most in your life, such as family, friends, and work. You can feel secure knowing there is a strategy in place to help you achieve your wealth objectives.
Maximize Your Tax and Superannuation
With extensive experience in navigating the complexities of tax and superannuation systems, our team will ensure you optimize your financial position and make your strategy as tax-efficient as possible.
