At Knightswood House we understand that managing your finances can be time-consuming, often overwhelming and certainly takes you away from doing the things you really want to do.
We choose to work with successful and motivated clients who aim for a great life/work balance.
We understand that your bank balance does not define you – your money is a tool that can help you live a fulfilling life. That’s why we choose to work with people like you who have a passion to pursue.
Everyone has a different starting point, objectives and attitudes towards money.
We spend time talking to you so we can understand you and what you want from life and build a plan around that.
Let us help you get your house in order.
We know you’re busy, so we make our process as easy as possible to maximise your investment of time.
Typically your financial plan will involve 5 key steps and take 4 to 6 weeks depending upon the complexity of your situation.
Then we’ll follow up regularly, monitoring and reviewing your plan. Our ongoing support and guidance will help you overcome any financial challenges that may arise and recommend any adjustments needed to ensure you remain on track to meet your goals.
At Knightswood House we specialize in working with successful business professionals with a passion for life. We love to work with people with big dreams and clear goals. This allows us to provide the highest level of service to our clients so we can really make an impact on your customized financial plan.
We can help build a framework so you can make informed decisions about your life and your finances. Instead of taking up time counting your money you can focus on making your money and your time count.
We have clients all over Australia and can work with you remotely or in person at our offices in North Sydney.
We’ll take the time to understand your specific needs and goals and answer any questions you may have about our services and approach to financial planning.
If you are feeling uncertain about your financial affairs, it may be time to consider getting a second opinion. We can help you evaluate where you are now, what is working well for you and what can be improved.
A fresh perspective and expert guidance can help you uncover opportunities you may not have considered before and make changes which may have a significant impact on your financial future.
We look forward to speaking with you soon.BOOK A FREE 15-MINUTE CALL