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Newcastle financial planning firm earns Australian Unity National Award

Image from Hunter Headline’s article “Newcastle firm receives Australian Unity Award

The team at KLM Financial Planners*, the financial advising arm of KLM Accountants based in Charlestown, recently won the award for Australian Unity Best Financial Planning in an Accountancy Practice for 2017.
The prestigious national award was presented by the CEO of Australian Unity Personal Financial Services, Steve Davis, at a gala dinner held recently at the National Conference. It recognises excellence in managing a financial planning practice.

Why is this award so prestigious?

Australian Unity was established in 1840 and has a well-established reputation for looking after the health and financial needs of its members and the broader community it serves.
As such, it was an honour to receive the award and glowing praise from a proudly Australian company so renowned for its service over the past 175 years.

Mr Davis said:

“KLM has received the award because of the amazing service and financial advice the practice provides their clients, and for the efficient, client-focussed way the practice operates.

“KLM provides top level financial advice to clients who need guidance on investments, superannuation, retirement and redundancy, and wealth creation and protection. Their clients have greatly benefited from their advice and there’s no doubt that Janette and her staff always have their clients’ interests and financial wellbeing as their highest priority”, Mr Davis added.

Reaction from KLM Financial Planners

Janette Pavey, Director of KLM Financial Planners, was honoured to receive the award on behalf of the firm, and paid tribute to the staff:

“We have a client-first approach and the best part of our job is helping people. Our clients come to see us because they need advice on how to structure their affairs so they can be financially comfortable for the rest of their lives. And when we can help them do that, it’s great for them – and it’s very satisfying for us,” Ms Pavey said.

Doug Duncan, Director of KLM Accountants, said that he was very proud to see the company’s financial planning team being recognised in this way.

“We already knew that they were providing excellent assistance to our clients through feedback received and clients choosing to refer their friends and family. The award is thoroughly deserved.”

How can KLM Financial Planners help you?

KLM Financial planners can help you get your financial affairs in order if any of the following apply to you…
You are:

  • About to retire
  • Accumulating wealth
  • Needing personal insurance protection
  • In retirement
  • Facing redundancy
  • Needing age care
  • Selling your business
  • Investing a lump sum
  • Wishing to reduce your tax liability
  • Considering setting up a SMSF

Company snapshot

KLM Accountants has been operating for over 40 years, providing technical expertise and assistance to a diverse range of clients.

KLM Financial Planners was formed around 13 years ago when the firm recognised the importance of moving into a more holistic financial solution model for its client base.

We provide services in accounting, audit, taxation, business advice, self-managed superannuation, wealth management, and risk protection. In providing these services, we work with everyone from individuals and families to small, medium and large businesses, entrepreneurs, and not-for-profit organisations.

 

* Janette Pavey and KLM Financial Planners Pty Ltd ABN 90 002 223 565 are authorised representatives of Australian Unity Personal Financial Services Ltd ABN 26 098 725 145, Authorised Rep No 403737. AFSL Licence No. 234459, 114 Albert Road, South Melbourne, VIC 3205.

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