Financial planning · Walkerville, SA

Building, explaining and implementing the best ideas to grow and protect your wealth

Comprehensive advice across every part of your financial world — from a Chartered Accountant and Certified Financial Planner who has guided South Australians since 2000.

Chartered Accountant Certified Financial Planner Advising since 2000
30+ Years of experience
2 Professional qualifications
11 Financial quandaries solved
100% Independent, tailored advice

Why Kayser Wealth Strategies

Advice that encompasses all areas of your financial world

When you partner with Kayser Wealth Strategies you receive the most comprehensive advice available. Your adviser, David Kayser, is both a Chartered Accountant and a Certified Financial Planner — a powerful combination of the highest possible qualifications — with real-world experience as an accountant since 1994 and a financial adviser since 2000.

  • Superannuation, managed investments & shares
  • Personal risk insurance to protect your family
  • Self Managed Super Fund (SMSF) advice
  • General credit advice & wealth structuring
More about David

“The most comprehensive advice available — covering every part of your financial world.”

David Kayser · Chartered Accountant & Certified Financial Planner

Who we help

Tailored advice for wherever you are in life

Family

Mortgage, school fees and planning for later in life — where do you start? We know where you're coming from.

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Singles & Couples

No dependents doesn't mean no worries. Mortgages, HECS/HELP and credit cards all need a plan.

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Business Owners

Your business may be your super — but your financial future shouldn't rely on it alone.

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Nearing Retirement

A lot to think about as retirement approaches. We help you get organised with confidence.

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Currently Retired

Living the dream — let's keep it that way and avoid any nasty pot holes.

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Self Managed Super

Greater control over your retirement savings, with expert help to stay efficient and compliant.

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How we work

A clear path from question to confidence

01

Understand

We start with a no-obligation conversation to understand your situation, your goals and what keeps you up at night.

02

Build

We build a clear strategy across every part of your financial world — explained in plain English, not jargon.

03

Implement

We put the plan into action, working alongside your accountant and legal advisers where needed.

04

Review

Life changes. We continually refine your plan as your circumstances and the rules evolve.

We strongly believe that everyone needs to use experts in their field to get the best outcome. Our job is to help people like you achieve your financial goals.
David Kayser · Chartered Accountant & Certified Financial Planner

Kayser Wealth Strategies provides comprehensive financial planning across superannuation, managed investments, personal risk insurance, shares, self managed superannuation and general credit advice — helping South Australians grow and protect their wealth.

Let's talk about your financial future

Reach out for a no-obligation discussion about your goals — and how we can help improve your position.

Get in touch