Peter Farlie — Knight Financial Advisors

Member Name: Peter Farlie

Position: Director

Company Name: Knight Financial Advisors

Business Description: At Knight Financial Advisors (Knight) we provide high quality strategic financial and investment advice. We work with our clients to help them develop financial plans that align with their life goals and objectives. We then help our clients to act on this advice. Our team’s expert advice covers the following areas: strategic advice preparation, individually designed investment portfolios, life and income protection insurances, superannuation structuring, retirement planning and estate planning.

Reallogic Club: Perth Central

Business Classification: Financial Planner

Mobile Phone: 0414 633 843

Business Phone: (08) 9367-8806    Business Fax: (08) 9367-8812

Website: www.kfadvisors.com.au

Email Address: Peter.Farlie@kfadvisors.com.au

Business Address: Level 2, Spectrum, 100 Railway Road, Subiaco, Western Australia, 6008

LinkedIn: http://au.linkedin.com/pub/peter-farlie/45/1b4/ba3

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Twitter: @pfarlie

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Additional Information from Peter Farlie — Knight Financial Advisors

What We Do

Adding value to people

Working with Knight makes growing and protecting your wealth simple.

At Knight Financial Advisors (Knight) we provide high quality strategic financial and investment advice.  We work with our clients to help them develop financial plans that align with their life goals and objectives.  We then help our clients to act on this advice. 

Our team’s expert advice covers the following areas: strategic advice preparation, individually designed investment portfolios, life and income protection insurances, superannuation structuring, retirement planning and estate planning.

We help our clients to create wealth and plan for their financial independence.

How we do it?

We get to know our clients, their activities, their lifestyles and their families – The Knight team is committed to delivering a highly personalised service.  We foster strong relationships with our clients so that we really understand their needs and their unique situations.  When we spend time with our clients we ask relevant questions and really listen to the answers. Our understanding of our clients and their specific needs results in a personalised approach.

We take a holistic approach to the management of our clients’ wealth – At Knight we know that your long term wealth can’t be separated from your current financial position. We use the knowledge we gain about our clients to develop unique financial plans and strategies. The Knight team works very closely with our clients other key advisors to deliver appropriate plans and strategies.  This approach is what enables Knight to help our clients to create wealth and protect their wealth for the future.

We understand the Australian share market and help our clients invest in it – Knight is fast becoming a direct equity specialist.  We have built our business in this economy and are well positioned to share our expertise with our clients.  Our team has a wealth of experience to draw on and share from working in the stock market and with other investment organisations.

Knight firmly believes in financially educating its clients – We want our clients to make informed decisions about their financial futures. 

What makes us different?

Knight is not owned or influenced by any financial institutions. This provides our clients with the peace of mind that our advice is not driven by anything other than their unique circumstances.  We apply a fee for service model to investment portfolios which provides greater transparency.  Knight truly values its ability to provides objective ‘arms length’ advice.

We live by a strong set of values and shared beliefs, which we believe sets us apart from many of our counterparts. These values are centered around the meaningful enduring relationships we build with our clients and our people and the importance of teamwork and client service. Therefore, these themes are engrained within each of our values.

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