Kim Bryant
Kim Bryant is a senior financial planner at Step Up. She brings an impressive 25 years of financial experience to her clients. Her journey began with her own business, followed by a successful tenure in the banking industry. She then dedicated a decade to State Super before joining various local financial planning businesses. Kim’s extensive background equips her with a wealth of knowledge and a diverse skill set, making her a trusted advisor.
Kim’s passion is helping people achieve their financial dreams. She provides holistic advice on everything from wealth protection and wealth growth to retirement income and aged care strategies. Her goal is to ensure that her clients can confidently meet their short, medium, and long-term financial objectives.
Kim takes great pride in her recent work in the aged care space. She has been dedicated to assisting families during challenging times, focusing on maximising Centrelink benefits, ensuring affordability, and providing peace of mind. This accomplishment highlights her commitment to making a positive impact on her clients’ lives.
She excels at building long-term relationships, setting goals, and striving for the best outcomes, ensuring her clients’ benefits are maximised. Her strength lies in her ability to connect with people, understand their needs, and provide tailored financial solutions.
Kim is committed to ongoing education and actively studies and attends seminars and webinars to keep up-to-date with current legislation and industry changes. She holds a Masters in Financial Planning and is an Accredited Aged Care Professional.
She is also a qualified florist. This unique skill adds a creative flair to her profile and showcases her diverse interests and talents. Kim spends her free time with family and friends, maintaining a healthy balance of professional dedication and personal enjoyment.