About
K‎ Partners

Grow your financial future with K Partners Accountants & Financial Advisers

We are a team of financial professionals that provide advice in all areas of your personal financial matters.

Areas we specialise in are Accounting, Financial Planning, Mortgage Broking, and Personal Insurances. K Partners is committed to delivering a high level of service to all our clients. We have been supporting our client’s financial goals since 2003.

about kpartner

Our dedicated and professional team has decades of experience providing tailored financial and accounting advice to a wide range of clients, assisting businesses and individuals across Melbourne in developing a clear plan for their financial future.

Schedule a consultation with
K Partners to ensure your financial future

Partner with us for practical financial strategies:

Business and Tax Accounting 

Business and Tax Accounting 

We understand the challenges faced by businesses. We aim to create a close working relationship with you to provide guidance required in the daily demands of managing your business.

Our business and tax accounting team specialize in streamlining accounting procedures in order to maximize tax opportunities. We apply industry expertise and an extensive understanding of contemporary accounting principles in order to help clients meet all their obligations efficiently.

Our services include the following but not limited to:

  • Preparation and lodgement all business activity statements
  • Manage and maintaining your accounting software file
  • Preparation and lodgement of quarterly superannuation obligation
  • Providing bookkeeping services
  • Monthly or quarterly Management reporting, forecasting and budgeting
  • End of year tax planning strategy and advice

Business Advisers

Business Advisers

Our business advisers provide tailored, specific and practical advice to a wide range of businesses across various industries and at all stages of development. We have extensive experience in helping businesses flourish and reach their full potential through streamlined operations and proactive financial strategies.

Our advisery services are tailored to each individual business, but will generally involve:

  • Setting clear and achievable business goals for the short, medium, and long term
  • Developing practical strategies for success
  • Streamlining business operations through innovation and technology
  • Expert financial and accounting advice
  • Dedicated and responsive personnel

SMSF Accounting

SMSF Accounting

K Partners provides Self-Managed Super Fund accounting and wealth management services. Our experienced SMSF accounting team are specialists in the technical and practical realities of growing SMSFs and regularly work with individuals who are already managing an SMSF as well as those interested in starting one.

Our services include:

  • Preparing annual tax returns and financials
  • Starting a pension with your SMSF
  • Updating your SMSF deed
  • Ensuring your investment strategy is compliant

Mortgage Broking

Mortgage Broking

At K Partners, our experienced mortgage brokers have a wealth of knowledge, which allows our team to navigate our clients through the complex process of buying or refinancing their property. The team has access to more than 30 lenders on their panel.

We pride ourselves in providing our clients with an overview of their financial situation, which will allow them to make an informed decision before committing to a purchase or refinance.

Our Mortgage team provides ongoing loan reviews for all our clients which involve reviewing your rate on an ongoing basis.

Personal Insurance Advice

Personal Insurance Advice

Life, Total and Permanent Disability, Income Protection and Critical Illness

K Partners assists all types of clients from various professional backgrounds to assist with ensuring they get the appropriate advice and ongoing support. We have a long history of working with many professions including Lawyers, Builders, Electricians, Engineers, Doctors, Surgeons, IT professionals, Nurses, Pharmacists, Self-Employed individuals and a lot more.

It is paramount to get the right insurance’s advice to ensure you and your family are protected financially during a period of medical distress.

We support our clients throughout the entire process; from getting the right advice, applying for the cover to submitting a claim if required.

Our consultations provide practical and easy to understand advice on:

  • What are the various insurances and what is important for your needs
  • How to structure your insurances
  • How much you need to be insured for and what are the relevant costs
  • Get the best underwriting outcome
  • Get the best insurance pricing in the market
  • Which provider to go with for your individual circumstances
  • How to manage your insurances, your circumstances change and ideally get you to a point where no insurance is required

Financial Planning

Financial Planning

K Partners financial adviser team provides specialised holistic wealth management advice that is tailored to your specific goals and objectives. Our wealth management team has expert knowledge to provide you financial clarity in all stages of your life from wealth accumulation to retirement.

We provide financial advice in the following areas:

  • Wealth management
  • Strategic advice
  • Investment advice
  • SMSF advice
  • Superannuation advice
  • Pension advice
  • Retirement planning
  • Wealth modelling
  • Cashflow management
  • Risk advice

Why Work With Us

We are a trusted financial services practice that has been in operation for over 20 years, assisting thousands of clients over the years in all areas of their financial affairs

K Partners expertise across business accounting, personal accounting, financial planning, mortgage broking and personal insurance allows our clients to have access to all areas of professional knowledge

From discussing life insurance, tax returns, superannuation matters and offering mortgage broking advice in Melbourne, our business has grown over the years predominantly from existing client referrals

Not Just Business Accounting

With everything tax and finance under the one roof, you can save time and get back to the business of running your life and growing your business.

Tailored Advice

We operate according to our core values of integrity and transparency. We’re not aligned to any organisation or financial group and provide our clients with truly unique advice.

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We’re On Your Team

We believe client relationships should be treated as partnerships. Helping clients reach key financial milestones makes our work incredibly rewarding.

K Partners Principles

K Partners delivers financial advice using three main principles

Integrity

Transparency

Partnership

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Integrity

We place our client’s interests at the centre of all of our services. Through combining our decades of experience, expertise and reputation with innovative and proactive approach, we ensure that nothing is left to chance in achieving our client’s goals. The ultimate financial wellbeing and security of our clients is pivotal to all our relationships and our business model. 

Transparency

All of our services are provided under the fundamental principle of full transparency. We make certain that each of our clients are fully informed and made aware of all aspects relevant to any financial advice provided. This approach ensures that clients are able to understand their options and make informed decisions.

Partnership

The principle of building partnerships is a core foundation of K Partners. We work closely with all of our clients in order to develop long lasting partnerships based on trust and reliability. This emphasis on forming strong partnerships enables us to effectively work with our clients to help them achieve their goals. 

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20 years of creating financial prosperity and security for individuals, families and businesses

kpartnersmelbourne

Schedule a consultation with
K Partners to ensure your financial future

1. What differentiates K Partner Accountants & Financial Advisers from other Melbourne financial planners?

We listen to our clients in order to understand their specific needs. Each financial strategy is specifically tailored to the circumstances of each and every client. We are transparent and keep you informed of our strategy development processes so that there are never any surprises. As part of our ongoing service agreement we keep you informed on how your superannuation and investment portfolio is performing on an ongoing basis and continuously review and update strategies accordingly.