KLM Financial Planners
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
Reviews
Reviews are taken from publicly available sources.
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
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.
highly EFFICENT AND PROFESSIONAL , would highly recommend .
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
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.
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
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.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Coastal Advisory Australia - Newcastle | ★ 5,0 | 85 | No |
| 2 | Coastal Advisory Australia (Head Office) | ★ 5,0 | 69 | No |
| 3 | Progressive Financial Planners | ★ 5,0 | 55 | No |
| 4 | Ironbark Advice Newcastle | ★ 5,0 | 25 | No |
| 5 | KLM Financial Planners (this page) | ★ 5,0 | 13 | No |
