GENUINE FEE FOR SERVICE
No asset-based investment fees are charged. All fees are transparent and agreed upon prior to work commencing.
RELIABLE EXPERIENCE AND EXPERTISE
22 years’ experience providing financial advice with deep expertise in investments, tax and superannuation. Extensive qualifications are held in these disciplines.
PRIVATELY OWNED AND OPERATED
Non-institutionally aligned practice with no vertical integration ensures solutions delivered are in the best interests of clients without unnecessary conflicts of interest.
Killara Wealth is a full-service wealth management advisory firm offering a holistic suite of services to satisfy all of your financial planning, investment, superannuation and retirement needs.
100% POSITIVE | 5 STAR AVERAGE on AdviserRatings.com.au
"I am a partner in a legal practice that was undergoing a restructure. I engaged Tony to help me understand what this meant for my cash-flow, tax position as well as the implications for my family trust and superannuation. At the same time, my partner and I were starting a family and we wanted to make sure insurance was in place to protect our future and that of our child. Tony took the time..."
"I was concerned about the decisions I needed to make retiring after 40+ years in the workforce. I found Tony to be pleasant, interested, approachable and very knowledgeable about investments, taxation, superannuation and risk. He was not "pushy" and presented the information and options to me in a concise and logical way. Option were well researched and risks explained clearly. Tony's aft.."
"I wanted to establish some share investments for excess cash I was holding. Tony explained to me a range of options available. He was excellent at breaking down the pros and cons of different strategies, including tax considerations and market risks. I ended investing in a low-cost portfolio of managed funds that are easy to manage for me and I am very happy with the outcome. Tony was a..."
"Tony is the first financial adviser I’ve had and he has been so helpful and patient. He has explained everything to me so clearly that I feel confident to trust in the plans and advice he has given me. He consistently made himself available to answer any questions I had."
"'Tony has given us advice in areas including retirement, investment and estate planning. Tony was always able to explain things to us in a clear way. Through Tony's knowledge and experience, we feel confident that the advice given was right for my needs. Tony was responsive, courteous and helpful.'"
I’m Tony Richard-Preston, Principal Financial Adviser & Managing Director at Killara Wealth. Over my 22 years of experience, I’ve held senior roles in financial planning, investment management, superannuation and life insurance.
Over this time I have helped hundreds of clients work towards and achieve their financial and lifestyle goals. My expertise and experience is now available to you here at Killara Wealth. Read more.
To arrange a complimentary 15 minute discussion on how I can help you secure and manage your financial future please, contact me.
At present the world is awash with bad news both economically and geopolitically. The two are currently inextricably linked. Despite headline inflation figures continuing to shock markets prompting central banks into...
Many PSS preserved members are considering their options to return to the public sector. Here we look at the important variables to assess. Returning to the public service to get a better superannuation outcome for...
Recent volatility in global share markets has produced short-term negative returns for Australian shares as domestic and global bond markets. Here we look at the longer-term prognosis for shares and why they are...
Current fixed rates for mortgages are on the rise but remain historically low. Is it too late to consider fixing your mortgage? We look at the pros and cons. With the official cash rate set by the Reserve...
Those of us who have existing income protection policies have either received or are about to receive a rude shock when it comes time to renew our policies. In some cases, income protection premiums have increased...
Getting people to confront their mortality and create an estate plan, which at the very least should include a Will and Enduring Power of Attorney is often challenging. Many clients feel daunted by the process and...
Join the Killara Newsletter
Join my free newsletter to receive monthly news and market updates.