Private Client

Our personal financial planning services can help manage your personal finances, from estate to investment planning and retirement planning.

As financial advisers, we understand our responsibility to offer financial solutions that are ethical, sustainable and socially responsible.

With the multitude of assets available to invest in, trying to make sense of your investment choices can be overwhelming. At KLO Financial Services, we are experts in both worldwide investment markets and portfolio diversification, and all of our relationships are built on trust.

Our independent financial advisors will support you in saving for your retirement and managing your pension with our retirement planning

Regardless of income, most people go through life with the expectation that they will be able to retire and continue to live comfortably. However, without pension advice, it leaves the door open for things to go wrong in the future, by which time it’s usually too late.  When you are closing in on retirement age, […]

We understand that thinking about your mortality or loved ones can be difficult. Our early preparation and planning can help give you peace of mind.

Our financial advisers will work to ensure your personal finance insurance is adequate to protect your family’s financial future

We specialise in building risk-appropriate investment portfolios aided by investment diversification. By looking at your financial objectives and personal attitude to risk, we determine which portfolio is most appropriate for you. A fund is only considered for our portfolios if it has satisfied our rigorous selection criteria. Our investment committee examines our portfolios every quarter, […]