KPS Wealth | Financial Advisors
About the company
KPS Wealth is a Queensland owned and operated financial advisory firm with offices in Brisbane and Townsville. The Brisbane office was established in 2006. The team has over 40 years of combined experience in financial planning, risk and insurance, direct shares and portfolio management. The firm has assisted several thousand clients.
Mark Spicer is a Partner in Risk & Wealth Management, Justin Pascoe is a Partner in Equities & Wealth Management, and Anthony Castorina is a Partner in Advice & Risk. April Stagg and Helen Callaghan are Wealth Specialists in Advice & Risk, Josh Tallon is a Senior Financial Adviser in Advice & Risk, and Andi Gelling is a Wealth Specialist and Financial Advisor. KPS Wealth provides expertise and professional advice encompassing wealth management, wealth protection and growth strategies.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
Andi and her team are exceptional. Highly reccomend . We used them for our superfund guidence.
KPS and their team are absolutely brilliant, recently had some issues with a certain situation and Dylan from the team was so great at communicating and wanting to assist, couldn’t fault the service. Justin is usually someone who supports me whom is also fantastic but Anthony recently serviced myself while Justin was away and they’re all just fantastic and quick to assist! 100% recommend them.
I spoke to Anthony about getting myself prepared for retirement and he was kind enough to give me his time and perspective into my specific financial situation in order to get ready for retirement. He showed KPS Wealth are not motivated by corporate greed, but are genuinely interested in the best outcome for their clients, which has it's own rewards for their business in time with good reviews and word of mouth recommendations.
My partner and I have had the pleasure of having Anthony as our Financial Advisor for over ten years now. In this time, we have had full faith in his ability to instruct and advise us on the best ways for us to be set up for future years. He is very knowledgeable about the financial world and will always go above and beyond to ensure he is meeting the individual needs of each client. A recent serious accident that my partner had, that left him with some lifelong injuries, saw Anthony put in for a TPD claim on one of his Super funds. This was set up by Anthony because of the good insurance policies within the fund and was successful with the claim. All the years we have been with Anthony he has proven how passionate he is about the work he does and makes you feel like a friend, not just a client. Our adult children are also clients of Anthony, and we all feel safe and secure knowing our financial affairs are being looked after by Anthony and the team at KPS Wealth. We all highly recommend Anthony and his team for all financial requirements and know that you would benefit from his advice.
I have had all my financial planning set up and taken care by Anthony over the past 12 Years. Anthony is a very passionate proffessional who goes beyond his duty of care to his clients and is always available to offer his expertise. He is a true gentleman and considers his clients as friends. I recently had a few surgeries which impacted my ability to gain income, one phone call is all it took for Anthony to respond and assist me and my family. We all know about "paperwork" but Anthony guided and stood by me every step of the way. We need more human beings like him. If anyone out there is looking for ANY financial planning or advice, I highly recommend that you contact Anthony or his Company. Best Regards - Roy O'Reilly
I have had the privilege to have been guided by Anthony during a very difficult time in my life. Anthony has gone above and beyond my expectations and has been supportive, understanding and extremely knowledgeable in his area of expertise. This company has proven to me that they always put their clients needs first. I have had amazing results and advice from Anthony and would never look any further than this company and particularly Anthony for help and support. Anthony has changed my life and I would recommend that if you need any advice look no further because there is no one out there better. KPS is very professional, always listens and know that you are never a number that you are a client that they generally care about. Thank you so much Anthony, I can’t express my gratitude enough. Forever grateful. Delina.
