Kiah brings a wealth of expertise as a Strategic Financial Adviser, offering clients bespoke financial guidance tailored to their individual objectives.
Strategy First Financial Advice
Kiah provides strategic financial advice anchored in bespoke and customised plans based on her clients individual financial objectives. With a comprehensive assessment of every presented situation, Kiah’s expertise assists them to pay down debts, save for goals, purchase new investment assets, reduce tax and implement suitable estate planning strategies.
She has a strong grounding in managing the pre-retirement process, and providing clients certainty in their retirement years through scenario testing and modelling retirement incomes, and tailoring investment portfolios to manage and preserve significant capital.
Kiah also has experience working with clients with GESB West State and Gold State and Self Managed Superannuation Funds, and understands their unique considerations.
Experience
Kiah started her career in financial services in 2012, working as a teller and personal banker. After some time spent overseas as an English teacher, she expanded her experience working for a large retail superannuation fund before qualifying as a financial adviser in 2017. Her financial planning skills were honed in a tight knit boutique financial planning firm with a focus on accumulators and young families before joining the Empire team.
Qualifications
Kiah’s initial tertiary qualifications were a Bachelor of Arts Degree in Japanese Language and Business at Curtin University. Since embarking on her career in financial services Kiah has completed a Diploma of Financial Planning, and is currently completing her Masters in Financial Planning also through Griffith University, QLD. Notably, Kiah’s fluency in Japanese adds a unique dimension in her ability to cater to a diverse clientele.
Kiah embodies the essence of a Strategic Financial Adviser, combining expertise, tailored solutions, and a deep commitment to client well-being. Her dedication to continuous learning and her diverse experience position her as a valuable asset in our mission to provide exceptional advisory services to our clients.