Our Philosophy

At Kingfisher, trust and integrity underpin everything we do, building enduring relationships based on transparency, care, and sound judgement.

Our Clients

Many of our client relationships has span over 30 years, reflecting the trust we’ve earned through consistent, disciplined advice over the decades.

Our clients are conservative investors seeking steady income and long-term capital growth. We focus on quality opportunities and avoid speculation or investing in overvalued sectors.

Our clients include:

  • SMSFs
  • Private individuals & families
  • Testamentary trusts & estates
  • Charities & foundations

Risk, Return and You 

We match each client’s risk tolerance to an appropriate asset mix, ensuring a margin of safety. We avoid speculation and excessive trading, focusing instead on minimising costs and allowing gains to compound over time.

Investment Advice

At Kingfisher, investment recommendations are delivered with clear, sequential reasoning. We present options, encourage questions, and engage clients in collaborative decision-making.

We never making choices for our clients, but with them.

 

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