Three Kings has tailored it's services for every client, it's experience you can count on

Even though the idea of financial planning is the same for everyone, the execution is always different down to an individual level and why cookie cutter approaches should not be taken. We understand the difference down to the most minor nuances for each of our preferred member categories and have developed packages, both tailored and member selected, to suit you now but to also be able to change with you as your life changes.

Financial Consulting

It’s not always advice that you need, maybe just education and some questions answered, we are okay with that. We developed our Financial Consulting model for Veterans that already have all the structures and foundations in place or want to do it themselves and just need to ask a few questions every now and then to stay on track.

Financial Advice

Even though you may need advice, you may not need us to manage your money forever, and that’s okay! Sometimes it doesn’t make sense to pay on-going fees for someone to manage your whole situation as you may be in a period where there’s not much to do, such as early on in your career, or you are happy and capable enough to manage it yourself. It may be something as simple as choosing the best new fund after your transition into civilian world and what to do with your existing funds or, how to best navigate the insurance world as an ex-service personnel with potential injuries listed as pre-exclusions, or even how to utilise the Defence benefits such as DOHAS and HPAS.

Wealth Management

Sometimes it makes sense for us to do everything for you, so you can focus on the things you love. This is our bread and butter, our best Veterans succeed the most when we set goals and objectives together, set up the structures and foundations best to achieve them, and then separate the on-going management to the things in your control for you to focus on and the rest left to us to keep on track.