12 Reviews

Kiri Taupo

Blue Ribbon Financial Services Pty Ltd

Silver

9 Yrs Experience

Wagga Wagga, NSW 2650

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The most important thing to me is my clients and their happiness.

We always strive to do our very best and hope to help as many people as possible.

Our job and the real value in advice is, being able to show clients how they can achieve their goals and to be there to help them achieve these.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Property Investment
Cashflow & Income
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

Our initial meeting won't cost anything but your time to ensure we can help and how. Fees will be outlined pending the advice you require and agreed to before moving to the next process.

5.00 April 2023

I have been dealing with Kiri since Ian left Blue Ribbon and my wife and I couldn't be more pleased with her passion and excellence in setting up our retirement portfolio when ever we had questions she is always there for us.

5.00 April 2023

We have been with Kiri for many years now and trust her and her advice completely. She is a great communicator and a lovely person. We couldn’t imagine putting our family's financial future in someone else’s hands.

5.00 April 2023

Kiri is such a beautiful lady. Her care for her clients is astounding and she has amazing attention to detail. Kiri is definitely someone I would recommend to any friends and family.

5.00 November 2020

Kiri gives her undivided attention to any question that I have had for her, she is quick in her response with great explanation and understanding of what it is she is explaining. I feel extremely confident to leave my finances in the capable hands of Kiri, she has us set for life I believe.

4.75 October 2020

Kiri has been excellent since we began dealing with her. Kiri has excellent attention to detail and has always been very patient and thorough. Her work and efforts have helped us immensely with our overall family budgeting and financial management.

Adviser status Silver
Rating 4.98
Number of reviews 12
First year providing advice 2015
Years of experience 9
Highest qualification
- Graduate Diploma of Financial Planning
Language spoken
- English

Blue Ribbon Financial Services Pty Ltd

80 Coleman Street
Wagga Wagga, NSW 2650

8:30am – 5:00pm Monday – Friday

Charter Financial Planning

AFSL 234665

Kiri Taupo

Blue Ribbon Financial Services Pty Ltd

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Blue Ribbon Financial Services Pty Ltd

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Charter Financial Planning