"A straight talking practice"

K. S. Barrett & Associates is a straightforward practice, giving a straightforward unbiased service, to meet the needs, of straightforward people!

The goal of financial planning is to take control of your financial future. The first step is to understand your needs, both present, and future. These are then related to your current preparedness, and an action plan drawn up to realise these goals within the desired timeframe.

We have been providing a straightforward service to clients as an independent financial adviser since 1988 and value the longevity of a relationship with clients, many of whom are long time clients. The financial planning process is a true cradle to grave experience and much importance is placed upon the relationship that needs to be cultivated with a client.

We can react to any problem a client presents from their lottery win, to retirement planning, as a mortgage adviser for buying their home, protecting their dependants or merely making the best use of their assets. A solution exists for every problem, it is merely a case of identifyting the best solution for any particular clients needs. (Click to check out our Fixed Price "Annual Review")

"One Size" does not fit all, so by paying deference to their 'attitude to risk', their tax situation, their dependents, their employment situation, their expectations and desires, we can provide the plan that suits.