KSM Group Gold Coast - Grow. Sell. Live.
Founded on the Gold Coast in 1973, KSM Group has evolved into a holistic financial services firm with offices located at Runaway Bay. KSM Group service clients throughout southeast Queensland, northern NSW and regional areas such as Mt Isa and Townsville.
The success of KSM Group over the past 40 years is driven by their proactive professional team assisting their clients to…”create financial freedom and an abundant life."
The KSM team led by Partners Robert Koschel and Sandra Koschel, strive to serve their core values; "exceptional client experience, continuous improvement, positive attitude, integrity and innovation".
They know there's no limit to what you can achieve when you surround yourself with good people, and the secret to KSM Groups success lies with their team members, who each share their mission to work with, support and help their clients create positive lifestyle solutions.
Company Profile
KSM Group are committed to forming a life-long partnership with each and every client. As a multi-divisional financial services firm, they are able to offer truly holistic advice to both business and individual clients alike. Their advice is tailored to suit each client's individual circumstances through each life stage.
The KSM Group commitment to excellence is evident in their professional and friendly team, eager to share their expertise across such complicated services as tax minimisation, business structuring, asset allocation, risk insurance, estate planning, investment strategy and debt reduction.
Approach
As a holistic financial services firm, KSM Group are able to draw upon their accounting and tax, financial planning, superannuation, finance and insurance divisions to develop a comprehensive plan for the creation, accumulation, protection and transfer or their client's wealth.
The first step in the KSM Group approach to assisting their clients reach their business and financial goals is to 'listen' to their individual needs, circumstances and goals.
Their team then work closely with their clients to help them clarify and quantify their goals. They draw upon the experience and technical expertise from various team-members across all divisions to develop and implement strategies which will help achieve their client’s goals.
At KSM Group, they aim to develop a long-term business relationship with their clients. As such, they monitor the progress of their client’s achievements together with them.
Core Values
