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About Kingston Private Wealth

Business is better when you have a complete financial services hub at your fingertips. Kingston Private Wealth is the financial services arm of our parent business, Vawdrey Axton Turner.

Kingston Private Wealth has been strengthening the financial security of both people and businesses since 1990. In this time, we have weathered a vast array of turbulent economic conditions on the strength of financial security and smart strategy. We have guided our many clients to achieve the same financial buoyancy. 

Financial planning is made simple yet secure at Kingston Private Wealth – all thanks to our unique three-stage financial planning model comprising: 

·      Initial financial ‘fact finding’ and advice

·      Individualised financial plan implementation

·      Ongoing investment portfolio management.

Financial security makes it possible to reach your financial goals, whether these are personal or business, short term or long term. Our financial planning approach centres on securing extra income streams in addition to your business or employment outcome. Such extra income strengthens your financial security now and sets you up for your desired retirement.

 

Underlying all our financial planning solutions are comprehensive strategies expertly tailored to match your specific goals and situation.

 At Kingston Private Wealth we know that financial security is for life – and we approach each client relationship as though it is the same. Our financial planning expertise spans your entire financial lifecycle encompassing:

·      Investment advice for wealth creation

·      Risk mitigation to financially protect your family and assets

·      Superannuation

·      Retirement planning.

Rest assured that our practical financial planning solutions and expertise are with you every step of the way.

Your Specialist Team

Some prominent faces in our team are our directors.

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·     Gary Axton (FCPA) — specialising in accounting, taxation, general business advice and business profit improvement strategies.

·     Stuart Turner (CPA, FPS, CFP) — specialises in accounting, taxation, financial planning and investment advice.

·     Brett Waters (CFP) — specialises in financial planning and investment advice.

·     David Axton (CPA)  specialises in cloud accounting, taxation and general business advice.

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Convenient locations

The bayside area and surrounding suburbs can lay claim to a rich business heritage. We serve these vibrant business communities and surrounding areas from our offices in Cheltenham and McKinnon.

We offer a range of general and specialist services to support the growing wealth of local businesses in our thriving bayside suburbs.   

From our welcoming Cheltenham and McKinnon offices we offer:

·      Business start-up and sale strategies

·      Succession and estate planning

·      Superannuation advice and support

·      Financial planning solutions

·      Investment portfolio and risk management

·      Income tax preparation and financial reporting

·      GST advice and Activity Statement preparation

·      Capital gains tax advice

·      Accounting, bookkeeping and cash flow planning

·      Mortgages, finance and insurance

·      Company secretarial services.