Kim Klein

CommonCents Financial Planning

Gold

21 Yrs Experience

Toowoomba City, QLD 4350

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CommonCents Financial Planning specialises in helping couples in their 40's, 50's and 60's, make the most of their finances and live their Best Life!

Our mission is to get your financial house in order, so you can spend less time worrying about finances and more time on what you enjoy - Family, friends, health, travel etc. !

This includes strategies to; increase your wealth including; investing, borrowing, building your super and preparing for retirement.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Small Business Advice
Borrowing
Tax Strategies
Growing Assets

We agree on all fees upfront before we start work and we allow payment plans, if needed.

5.00 November 2023

We went to Kim as we felt unsure of our next steps in our financial journey towards retirement. Kim has been non judgemental, straight forward, realistic and easy to talk to about our goals and lifestyle needs. She has broken down what we needed to do into manageable and logical steps so the process has been easy to manage. She always responds to any queries in a timely and professional manner. Kim made us feel confident in our ability to navigate our future and we feel that we have benefited greatly from her expert advice.

5.00 June 2023

I have known Kim for many years now, as she has been our Financial Adviser since early 2000. I have found she works for me & my needs with Superannuation, Shares, Investment, Retiring etc. I trust in her advice, judgement & capability in carrying out an excellent job/outcome. Her knowledge, capabilities & dedication are excellent. I am very pleased she is my adviser.

5.00 January 2023

Kim has a wealth of experience and knows what the latest information is which enables the best way forward. She is honest and cares for her clients.

5.00 July 2018

Kim made everything sound logical and is so easy to talk to. I wish we had met her years ago. Kim is awesome.

5.00 July 2018

Kim is very professional and knows her products, and made the daunting job of sorting out our finances very easy.Kim kept us in the loop the whole time .

Adviser status Gold
Rating 4.95
Number of reviews 10
First year providing advice 2003
Years of experience 21
Highest qualifications
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
Language spoken
- English