We’re Committed to You

Our focus is solely on you and your needs, allowing us to operate in a manner that means we are always maintaining our integrity as independent advisers. We have core values and we take them very seriously; in everything that we do. Whether you are an employee, a client or a partner, we are committed to ensuring your best interests come first.

Our Company Values

Our agenda is simple. We continue to demonstrate the highest standards of service, advice and ethics within all areas of our business operations. All of our financial planners, analysts and support staff work together to pioneer transparency and honesty in all we do.

Our core values include:

  • Integrity

    Our focus on continued service to our clients is essential for fostering trusted and long-standing professional relationships

  • Quality

    We are driven by a desire to provide our clients with the best. This means maintaining a quality service in every interaction.

  • Tailored advice

    We continually analyse the marketplace to ensure the delivery of only the highest-quality, most suitable product and service options across the whole of market

Our Dedicated Team

Meet The Team

All our employees hold our company culture at heart, and it is these committed individuals who have helped to build our business.

Working With Us

Career Opportunities

Join our dynamic and continually growing team of independent financial planners and dedicated client managers.

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What Our Clients Say?

KLO Financial Services

My annual review of my finances with David Jones was, as always, a pleasure. David always answers my questions clearly and reassures me with the knowledge he has. I enjoyed our meeting and greatly appreciated his gentle manner and demeanour. I would highly recommend David Jones to other people.

KLO Financial Services

James has been my financial adviser for several years now, and I am continually impressed by his customer care, knowledge of the market, and attention to detail. During our regular face to face meetings, my finances are discussed and reviewed in a clear and practical way. If I have any questions, James is always on hand with easy to understand advice. And every decision we make together is promptly followed up. I can’t recommend James and KLO Financial Services highly enough. They are a company who genuinely care about their clients, and I feel comforted to know my finances are in such safe hands.

KLO Financial Services

I couldn’t be more pleased to have James Glavey at KLO as my financial adviser. He is doing really good things with my portfolio, but above all I trust him to do so and this is paramount for me.

KLO Financial Services

Dan has been ultra professional , explaining all my options in a straightforward way and his customer service and that of KLO has been first rate .

I would highly recommend Dan and the team at KLO.

We're Here to Help

Contact Us Today

We are always eager and available to meet with you to discuss your financial objectives and assess your current strategies. No question is too big or too small. The first consultation is always free and comes with no obligation. If you'd like to speak to one of our expert financial advisers, get in touch today.