Financial Planning
Financial Situations change quickly, plans should to.
Whether you’ve recently tied the knot, are raising a family, helping care for relatives or want to leave a lasting legacy to loved ones, KO Financial can help you plan financially for all of life’s stages.
Retirement Planning
Depending on the lifestyle you would like to have when you retire, it is very important when planning, that your pension is set-up correctly with the right investment strategy tailored to suit your needs.
Investment Advice
At KO Financial when it comes to investment advice we don’t believe in making it complicated. With no ties to major institutions or banks, we are firmly in your corner.
Family & Business Protection
When establishing a home, family or business, it is important to protect your interests in the event of death. We will work with you to identify the risks surrounding you and your family.
Mortgage Protection
Buying a house is one of the most exciting things you can do; there’s no feeling quite like officially being handed the keys to your new house.
Cashflow Forecasting
Financial Situations change quickly, plans should to.
From retirement planning to buying a new home, our interactive planning tools help you visualise your financial future, test different scenarios and instantly understand the impact of key decisions on life events along the way.