CAVEO PARTNERS
We have been providing Accounting and Financial Planning advice to clients for over 25 years. Our professional leadership and advice team have many years of experience across a wide range of areas including Accounting, Tax, Financial Planning, Business Advice, Superannuation, Investments, Personal Protection, Business Leadership, Strategy and Estate Planning. The unique insights we
have developed over the years, provides us with the unrivaled ability to deliver effective advice and guidance to our clients, whether businesses, business owners, families or individuals across all parts of their life-cycle, including establishment, growth and effective ongoing management in retirement. Our advice journey started back in 1989 when one of our Directors, Scott Kirkwood formed KFG Financial Services and quickly became one of Adelaide’s top quality advice businesses. Many of our clients today date back to that era and we have advised them over the last 25 years as they have transitioned through various stages of their life with us as their financial advice partner. We formed Caveo Partners in 2014 after significant research and in response to client feedback that supported the need for “Integrated Advice” as well as to focus completely on the needs and goals of our clients. Today, our qualified team of advice professionals includes Certified Practicing Accountants, Certified Financial Planners and Chartered Tax Advisers, most with over 20 years of advice experience and expertise. We are also a Professional Practice of the Financial Planning Association of Australia and adhere to the highest possible standards when providing Accounting, Business or Financial Advice. OUR DIFFERENCE
At Caveo partners we are different and this difference is significant. We believe that to maximize your overall financial wellbeing it’s important to consider all elements of your financial situation. Importantly the word Caveo means “To Secure and to Protect” it is one of our key values. As part of our advice process we will always advise our clients to ensure they are effectively protected across all risk area’s, whilst focusing on other client objectives. Whether you own a Business, are a Professional, are Self Employed, a Retiree, a family or a single income earner, the basic principles are relatively the same. To construct an effective plan and strategy we will look at all of your key financial areas to ensure that all key components have been considered before we recommend action, we call this “Integrated Advice”. At Caveo Partners our professional and experienced team work together collaboratively, to ensure you receive the best advice to meet your personal and or business needs on an ongoing basis. We use our own unique approach to provide seamless advice across accounting, tax, financial planning, debt and estate planning. After years of experience and for larger family units we have developed a unique integrated family office advice process that provides a truly integrated advice experience. This ensures that our clients receive real and effective solutions to the challenges life presents them. We promise convenience, security and peace of mind through professional integrated advice and ongoing exceptional service.
