KRA Wealth Management Information

We firmly believe that the creation and establishment of a financial plan is the most important step a person can take towards financial independence – “working because you want to, rather than have to”. Our approach is not about money as such. Rather, it’s about helping clients understand how to achieve the best outcomes in life to suit their needs and goals. KRA Wealth Management provides comprehensive, tailored financial advice to help our clients create and grow wealth. Services include: • Banking and finance • Corporate super • Family wealth and succession planning • Investment advice • Personal insurance • Superannuation and retirement planning • Self Managed Super Funds • Aged care financial services We take the time to listen to our clients – to understand their hopes and dreams, their values and needs. Directed by their personal financial objectives and lifestyle goals, we then design and implement the right strategies to build wealth. The name KRA Wealth Management reflects our firm’s impressive heritage and speaks to our future. Formerly Eluvia Melbourne, KRA Wealth Management continues on the journey that began nearly 50 years ago by our founder, Ken Rattray. This LinkedIn page contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. For more detail on our services, visit www.krawealth.com.au KRA Financial Group Pty Ltd ABN83 072 766 995 and President Financial Services Pty Ltd ABN 70 142 562 936, trading as KRA Wealth Management, are authorised representatives and credit representatives of AMP Financial Planning Pty Ltd, Australian Financial Services Licensee and Australian Credit Licensee.