Find Financial Adviser AUAdd your business
← Back to Newcastle
KLM Financial Planners

KLM Financial Planners

5.0(13 reviews)See reviews ↓·Newcastle

About the company

KLM Financial Planners is a financial advice firm based in Newcastle. The firm's origins trace to 1993, when Mackenzie & Mackenzie Chartered Accountants was founded by brothers David and Tim Mackenzie in New Lambton. In 2002, Mackenzie & Mackenzie merged with Kilpatrick Lake Accountants to form Kilpatrick Lake Mackenzie (KLM).

Christopher Upton and Salena Stonehouse are Directors and Senior Financial Planners at KLM. Kristy Lane is the Client Services Manager. KLM Financial Planners Pty Ltd is a Corporate Authorised Representative of Personal Financial Services Ltd. KLM's main services are retirement planning, investment advice, and structural planning.

What customers say

Based on genuine customer reviews

Clients approaching retirement and those planning early retirement form the core of this Newcastle practice, and their accounts share a common thread of long-standing relationships. A number of customers describe how their adviser turns complex rules and competing ideas into a workable strategy, removing the confusion that had previously held them back. Salena Stonehouse is named repeatedly for her warm manner, careful preparation and clear explanations, with one household crediting her with keeping their early retirement plan on course. Chris Upton attracts comparable feedback, described as knowledgeable and professional, and noted for the personal interest he takes as clients move through their later working years and into retirement.

Something that features in review after review is the courteous and capable service provided across the whole team, from the front desk onward, and the culture clients observe within the organisation. Longevity appears throughout: one household reports more than a decade of support spanning accountancy and planning, while others were introduced by family members and have remained. Advisers come across as honest, hard working and attentive to individual circumstances, and it is this steadiness, alongside the rapport with named planners, that clients return for.

Reviews

Reviews are taken from publicly available sources.

RZ
Roz Zaia23 April 2026

We found Selena Stonehouse to be warm, friendly, informative & really easy to understand. She was well prepared for our meeting & a delight to work with. We feel very safe with her. We won’t hesitate to recommend her to our friends & have already done so. Kind Regards,Mark & Roz Zaia

MD
mj ds28 March 2026

I've found working with Salena to be excellent and reassuring. Having her guidance with changes, and advice on strategy really helps break down some of the mystery around the rules. It has helped to move forward with a plan rather than be paralysed by complexity and conflicting ideas.

LO
LUCY O CALLAGHAN23 March 2026

highly EFFICENT AND PROFESSIONAL , would highly recommend .

PS
Paul Smith18 March 2026

klm FINANCIAL PLANNERS Salena Stonehouse We wish to thank you Salina Stonehouse for your excellent quality of service, as we look forward to our financial plans and position going forward. We appreciate your efficient, detailed help explaining the process for a difference in our financial wellbeing with all aspects covered. Your dedication and professionalism. You certainly exceeded our expectations of going above and beyond with consistently delivering communication and prompt replies This will certainly benefit us for our years ahead. We would highly recommend your business Suzanne and Paul

GM
Geoff Moten17 November 2025

I have been a customer with KLM, in both accounting and financial planning, for over 10 years. Everyone, from reception onward, have always been courteous, professional and knowledgeable. I admire the culture of the organisation.

JA
John Andrews8 November 2025

We have had Chris Upton as our financial advisor for many years and after he moved to KLM we sought him out to continue to serve our needs. So far it has worked out very well for us as Chris has become a personal friend and we thrust the integrity of all that he offers us through your company. John & Helen

VM
Virginia McMurray6 November 2025

We can't recommend Chris Upton and KLM more highly. Chris is knowledgeable and helpful. He explains difficult concepts well and gave us confidence that our finances were in safe hands. As a soon-to-be retired couple, Chris has helped us to achieve our retirement goals and we're very grateful to him and his team.

Financial advisers & planners in Newcastle compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Newcastle are compared.

RankProviderRatingReviewsOpen Sat.
1Coastal Advisory Australia - Newcastle★ 5,085No
2Coastal Advisory Australia (Head Office)★ 5,069No
3Progressive Financial Planners★ 5,055No
4Ironbark Advice Newcastle★ 5,025No
5KLM Financial Planners (this page)★ 5,013No
Contact
+61249080400www.klmfp.com.au313 Charlestown Rd, Charlestown NSW 2290
Working hours
Monday08:30–17:00
Tuesday08:30–17:00
Wednesday08:30–17:00
Thursday08:30–17:00
Friday08:30–17:00
SaturdayClosed
SundayClosed