Kim Wood
Personal Information
| First Name | Kim |
| Last Name | Wood |
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| Headline | Managing Director & Founder of Antea Pty Ltd | Senior Financial Planner | Tax (Financial) Adviser |
| Current Position | Financial Adviser | Founding Director |
| City | Robina |
| Mobile Phone Number | 0433194674 |
| Personal Email Address | |
| Who I'm looking to connect with - my ideal referral partner | Accountants Lawyers (Estate & Succession Planning) Mortgage Brokers |
Additional Information
| Bx Groups you regularly attend | Gold Coast, QLD, Robina, Gold Coast, South Brisbane, Brisbane |
Business Information
| Business Trading Name | Antea Financial Services |
| Business Category Type | Finance – Residential Mortgage Broker, Finance – Wealth & Superannuation |
| Email Address | |
| Blog | |
| My Main Services Are |
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| What Makes My Business Unique (My P.O.D.) | Let’s face it, ‘money is a means to an end’, meaning money isn’t the end goal in people’s lives, but rather it is the means of achieving their other goals. At Antea, our advisers excel at actively listening and considering all crucial factors beyond just our clients finances. We break down our clients situation and present strategies and options that will be part of their personalised financial plan that is designed to achieve their ‘end goals’. All advice is tailored to each individual, ensuring comprehensive coverage of all relevant factors. Our clients will experience and innovative approach to financial planning, gaining valuable knowledge and confidence need to achieve their ‘end goals’. |
| My Special Offer to BxNetworking Members | 15% discount on our Advice Fees for all BX members |
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My Business xPerience
| My xPertise | Kim Started his career in financial Services in 1987, initially working in corporate and international banking and finance. Then at the turn of the century, Kim made the transition from the dark side of corporate banking to providing personal financial advice services. Since this time, Kim has been advising people to plan well so they can achieve their financial goals and objectives for over 20 years. One of Kim’s professional passions is demystifying the complex world of finance for his clients and educating them to improve the public’s perception of the financial planning industry, and the quality of advice delivered. Kim’s particular area of expertise is in retirement and estate planning. |
| My Passions | Improving people’s Financial Literacy – I believe that ‘knowledge is power’, and I’m deeply passionate about educating people so that whatever their financial goals are, that through better understanding and improved financial literacy the journey is an engaging and enjoyable one. |
