Get a financial plan and look to the future with confidence

We pore over the spreadsheets, so you can go do the fun stuff!

Straightforward, easy-to-understand financial advice

A plan that gives you the freedom & choices you want

A trusted partner to delegate the financial stuff to

Life is short. Don't spend it worrying about your finances

Not feeling secure about your financial future is no fun! It's worrying.

Questions like “Have I got enough money?”, “Will I be able to stop working?” and “Will I have anything to pass on to my children?” can take up space in your head and leave you feeling anxious.

But making decisions about the best way to handle your finances can feel daunting! You don’t want to get it wrong and with so much information out there, where do you even start?

If only someone could take all the worry and stress away, right?

Well, we can do that for you!

We’ve helped more than 1,000 local families and businesses over the last 20 years...

We have a fully Chartered team of advisers with decades of cumulative experience – in helping both individuals and families to meet their financial objectives, whatever they may be… Our team is growing fast, and here we briefly outline our proven processes and detail some of the results we have generated for our loyal clients.

If you would like to find out more about how we can help you formulate and achieve YOUR goals – why not give us a call and book a free 30-minute introductory conversation with one of our three senior advisers…

Life looks good when your financial future is secure. Here's what having a clear financial plan looks like

Your future shouldn't be left to chance

You deserve a financial plan that gives you freedom and security

Financial planning doesn't have to be complicated. Here's how it works

We’re here to help you live the life you want, and that starts with getting to know your dreams and goals, as well as what’s most important to you right now.

From cashflow and tax planning to inheritance, investment and retirement strategies, we make sure your money is always working hard for you.

With our ongoing reviews and regular check-ins, you can enjoy complete peace of mind. We’ll put your plan into action so you can get on with achieving your dreams and goals.

Trusting someone with your money can feel daunting. Here's our promise to you

We understand the uncertainty and worry that comes with not having a clear financial plan in place

At Kingsland Wealth Management, our advisers have well over 100 years of collective financial services experience.

(That makes us sound very old. We’re not, honest. We’ve just been lucky enough to do what we love for a long time).

So, we know our stuff! But, we also know that financial planning doesn’t have to be complicated.

We’ve removed the confusion and uncertainty for hundreds of clients and created plans that make sure they stay firmly on track to reach their financial goals.

We’re here for you, so you don’t have to work it all out on your own.

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As we continue to strengthen our team and selectively grow our number of clients, we are now proud to give back and sponsor a scientific research fellowship – looking to minimise the impacts of Alzheimer’s and Parkinson’s diseases… Call us now to see how we can help you – and the great work at SITraN!

Shaun Dixon Chairman & Chartered Financial Planner