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WHK Financial Services Cairns

- Wealth creation, care and conservation for you

We work with individuals and families to help them create wealth and secure their lifestyle goals.

How we can help

At WHK Financial Services, we start with your lifestyle ambitions and goals, and then work backwards to your current situation.

This provides you with a clear path to reach your goals.

We then work with you to help identify the investments and decisions needed, review the level of risk versus the reward, and recommend an investment strategy tailored to your personal circumstances.

Our specific services include:

  • the development of effective financial strategies
  • access to the latest technology
  • regular reporting and reviews
  • information forums and newsletters
  • family retirement funds and estate planning.

Who is WHK Financial Services?

WHK Financial Services is a registered trading name of Investor Financial Planning Pty Ltd, ABN 51 060 092 631, Australian Financial Services Licensee No 238244, and provides financial planning services, complementing our accounting, taxation, audit and business advisory services.

WHK Financial Services
PO Box 6358                                  or                     PO Box 668
CAIRNS QLD 4870                                                  CAIRNS QLD 4870

Why choose us

It makes sense to work with truly professional advisers who really understand your ambitions from both a business and family perspective.

Our team consists of financial planners, accountants, tax specialists and we have access to lawyers as necessary to provide complete and holistic advice.

An integrated service

WHK Financial Services are a part of WHK Cairns, which gives you access to a team of financial planners and other business professionals. The result - a seamless approach to a wide range of financial planning, superannuation, estate and business issues.

We listen to you

Before we make recommendations, we listen to your needs, concerns and objectives.

Clear, actionable advice

You will find our recommendations and communications clear, concise and jargon free. We are known for providing practical advice that gets to the heart of complex issues.

Spirit of partnership

It is common for financial advisors to offer advice, and then step out of the picture. In the true spirit of partnership, we like to see things through. We have the knowledge, resources and skill base to not only offer you solutions, but also to implement them.

We build strong relationships

Our people are our principal advantage. We recruit them with care and continue to develop them. The result is a team of professionals who not only provide exceptional service to our clients, but also enjoy long-standing relationships with them.

Value for money

At WHK Financial Services we always seek to deliver value to the client business beyond the fee that is charged. WHK Financial Services is committed to delivering exceptional client value through quality service at a competitive price.