Kai Hansen
Financial Adviser
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About
Kai Hansen is an ASIC-registered financial adviser based in Ballina, NSW, committed to providing tailored financial solutions to help clients achieve their financial goals. With a comprehensive understanding of the Australian financial landscape, Kai leverages extensive qualifications and experience to deliver expert advice. Kai's credentials include a Bachelor of Business (Financial Planning) from RMIT, a Graduate Diploma in Applied Finance and Investment from FINSIA, a Masters of Taxation (Financial Planning) from the University of NSW, and specialist accreditations from the ASX, Kaplan Professional and the SMSF Association. As an SMSF Specialist Adviser (SAA), Kai possesses in-depth knowledge of self-managed super funds. Authorised to provide advice on a broad range of financial products, Kai offers guidance on superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives and Government Debt Securities. This allows Kai to create holistic financial plans tailored to each client's unique circumstances. Key services include: • Superannuation advice • Wealth management strategies • Insurance solutions • Investment advice • SMSF advice Ready to take control of your financial future? Contact Kai today to arrange a consultation and discover how expert financial advice can benefit you.
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Frequently Asked Questions
What types of financial advice does Kai Hansen provide?
Kai Hansen specialises in superannuation advice, wealth management, insurance solutions, investment advice, and SMSF advice, catering to a diverse range of financial needs.
What qualifications does Kai Hansen hold?
Kai's qualifications include a Bachelor of Business (Financial Planning), a Graduate Diploma in Applied Finance and Investment, a Masters of Taxation (Financial Planning), and specialist accreditations related to derivatives and SMSFs.
What is Kai Hansen's approach to financial planning?
Kai takes a client-centric approach, focusing on understanding your unique financial situation and goals to develop a tailored plan that helps you achieve them. This involves a thorough assessment of your needs, followed by the implementation and ongoing review of your financial strategy.
How can Kai Hansen help with my superannuation?
Kai can provide expert advice on all aspects of superannuation, including choosing the right fund, optimising contributions, and developing a retirement income strategy.
What should I expect during my first meeting with Kai Hansen?
During your initial consultation, Kai will discuss your financial goals, current situation, and risk tolerance. This meeting is an opportunity to get to know each other and determine if Kai's services are a good fit for your needs.
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