Financial Toolbox provides independent, unbiased financial planning and tax preparation to clients in Victoria. The world of finance, investments and insurance is complex as the industry is constantly changing and introducing new products. Our role is to work with clients to ensuring you have the right information at hand allowing for informed decision making. You deserve to be confident making decisions that are appropriate for you at your unique stage in a life. What’s necessary for a young family is different than an empty nester or a retiree while a single person, parent or family will likely have different goals and resources. A plan should be tailored to meet your goals within your desired time frames.

At Financial Toolbox, Kam Lidder has more than thirteen years providing financial plans to clients. She has also created portfolios and managed investments for clients. She is known for explaining complex topics in a manner that is easy to understand. Typical planning areas include cash flow management, tax planning, long planning for retirement or financial independence, estate planning, education planning and risk management. Customized plans look at impact of career/job changes on family plans or how a business sale or wind down affects retirement income. Her advice is straight forward and as jargon free as possible. Please rest assured that Certified Financial Planners have a fiduciary duty to act in their client’s best interest. Call today to schedule a consultation and take charge of your financial future. more... See more text