Mooloolaba: 07 5443 4423

Welcome to Ken Filbey Financial Services

Ken Filbey Financial Services is not just a financial planning service. We pride ourselves on helping you to achieve both your personal goals and your financial goals. We’ll be there through life’s ups and downs to help you make the best possible financial decisions – to protect your current wealth and help you to create a better financial future.

Our aim is to develop the best financial solutions to match your particular circumstances:

We take the time to understand your exact financial and lifestyle objectives.
We develop relevant strategies to help you meet these objectives and make sure you understand, and are comfortable with, the plan.
We make sure the agreed strategies are implemented.
We keep you updated regularly on the progress towards your objectives.

All this is done on a personal basis – in our view, nothing replaces face-to-face advice.

Building Your Wealth

How do you build your wealth? Where do you start? How much money will you need in retirement?

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Retirement Planning

How do you make your super last? Can you get a lump sum and have an allocated pension?

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What would happen if you could not work due to a sickness or accident and were off work for a long time?

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Where do you start with super? What do you need? Will you have enough money in retirement?

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