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Our Clients | Wealth Management

The team at KRA Wealth Management deliver expert financial advice for individuals, families, employees and businesses.

Regardless of whether you are just starting to build your financial nest egg or a seasoned investor, KRA Wealth Management can tailor our services to suit your financial needs. Below provides an insight into how we have helped some of our clients and what they have to say about our services.

These clients have agreed to share their story.  Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.

"KRA Wealth Management has always stayed up with our evolving needs, needs that have changed incredibly. The thing I've valued most is the advice we've received. KRA Wealth Management are much more than my financial advisers they're a trusted channel. The relationship will continue on with the next generation at KRA Wealth Management and our next generation." - Simon Winter
"It was my first time buying a property and having a mortgage broker like Clint involved really took the weight and stress off my shoulders. " - Le Nguyen
"We have been clients of Mark O’Leary for a period of over 25 years and enjoyed an association with both Mark and AMP. In managing our financial affairs Mark has always been respectful and supportive of our choice of lifestyle and has tailored his recommendations accordingly. We have built a trust relationship with Mark whereby he continues to provide insight into our own financial situation and through maintaining currency informs us on the activities and predictions of global finance. Over the years we have watched with interest the development of KRA Financial Services and consider that our stable financial position now as retirees is as a direct result of our association with Mark O’Leary and his company." - Maureen and Tony Imeson
"Given the amount of scrutiny that the financial planning industry attracts, it is reassuring to know that there is significant trust in having Mark O’Leary and KRA look after our financial affairs. He has proven to go beyond his remit to help us out with ancillary advice, where there is no immediate gain to him or the firm. In terms of client service, he plays the long game (like his golf) and we have total confidence in his advice." - Randall Glennon
"I have been with KRA Wealth now for over thirty years. During this time they have always been attentive and helpful, looking after my superannuation plans. Sound advice is always given. Business is carried out in a very professional manner. Thank you KRA. " - Wendy Berry