Knight’s financial advice team takes pride in providing exceptional financial planning services to Perth business owners and individuals, in a manner that feels approachable and attainable to achieve. Here’s how:

• Knight’s team of financial advisers takes the time to get to know you, ensuring your past and present monetary situations are understood, and your future goals are kept front-of-mind. A partnership with a Knight financial adviser starts with the end in mind, mapping out your long-term and short-term wins from there.
• The Knight team speaks your language. Jargon, buzzwords and overcomplicated explanations don’t have a place in our vocabulary, so you can leave every interaction with your Knight financial adviser (whether Megan Darji, Jovan Cvetkoski, Peter Farlie, Tammy Stone, Kyle Brits or Caville Sarre) feeling empowered, informed and as passionate about growth as we are.
• Our financial advice team works in full collaboration with your accountant (whether they are a Knight accountant or not), to ensure your needs are met from end to end. Our financial advice team provides the full spectrum of financial planning and guidance services, tailored to your unique needs:
  
  
  • Financial planning and goal setting
  • Superannuation including self-managed super support
  • Investment portfolio management
  • Intergenerational wealth transfer and wealth inheritance planning (whether related to traumatic events or a deceased estate)
  • Life insurance and income protection planning
  • Gearing strategies
  • Retirement planning
  • Centrelink and aged care advice strategies

Fundamentally, Knight’s mission is to support clients (individuals, families or businesses) as they strive for financial success, every step of the way. That starts with you.