GENUINE FEE FOR SERVICE
No asset-based investment fees are charged and commission paying products are not recommended. 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..."
Welcome! 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.
Our Recent Articles
Since my last newsletter in May, there has been a further recovery across asset classes to varying extents. International and Australian shares continued their strong recovery. This has boded well for superannuation...
As a CSS or PSS member you are probably in a stronger position leading into retirement with the security a CSS or PSS pension can offer. However, what about your spouse and tax planning? Here are 3 things...
The public sector continues to offer voluntary redundancies (VR). These can very tempting for people to accept, particularly if you are already nearing retirement. Here are some key considerations and questions I am...
The end of financial year is coming up quickly, but there’s still time to get your superannuation, investments, and tax in order. Here are some strategies for you to consider during your end of financial year tax...
Since February, investment markets experienced greater volatility than any other time in history. The initial market sell-off has been subsequently met with an extraordinary rally in equity markets. What has this meant...
You may be planning on retiring in the next couple of years or are unsure of when you can actually afford to retire. Don’t put off seeking advice particularly if you are a CSS or PSS member. In this article we discuss...
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