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KPS Wealth | Financial Advisors

KPS Wealth | Financial Advisors

5.0(6 reviews)See reviews ↓·Townsville

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

Recurring praise for KPS Wealth centres on the depth of expertise and the personal care shown by its advisers, with Anthony named most often by clients. Several reviewers describe long-standing relationships spanning a decade or more, during which Anthony advised on retirement preparation, financial planning and income protection following serious accidents and surgeries. A detail many reviews return to is his willingness to go beyond expectations, responding promptly when clients faced difficult circumstances and treating them as individuals rather than numbers.

Andi and Dylan also receive warm mentions, particularly Andi for guidance on a superannuation fund and Dylan for clear communication and readiness to help when a situation arose. Reviewers repeatedly note that the firm puts clients' needs ahead of corporate interests, offering considered perspectives tailored to each person's circumstances. Clients value the stability of dealing with the same trusted adviser over many years, and the readiness of the wider team to step in when someone is away. The result, as customers describe it, is confidence that their financial affairs are in capable hands, with advice that remains accessible and supportive through both routine planning and unexpected setbacks.

Financial institutionIncome protection insurance agencyInsurance brokerInvestment serviceLife insurance agencySuperannuation Consultant

Reviews

Reviews are taken from publicly available sources.

BY
Back Yard Aussie Photography24 March 2025

Andi and her team are exceptional. Highly reccomend . We used them for our superfund guidence.

K
Kel21 March 2025

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.

AH
Adam Herrick30 January 2024

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.

M
Michele16 January 2023

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.

RO
Roy O'Reilly19 October 2022

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

DS
Delina Sulman24 May 2022

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.

Contact
+61747716089www.kpswealth.com.auLevel 1/62 Walker St, Townsville City QLD 4810
Working hours
Monday08:00–16:30
Tuesday08:00–16:30
Wednesday08:00–16:30
Thursday08:00–16:30
Friday08:00–16:30
SaturdayClosed
SundayClosed