Karolina Bozinovska Grbin

KGB Financial Planning

Gold
10 Yrs Experience
Caroline Springs, VIC 3023

I am passionate, driven and dedicated to get to know your Vision and Goals, Your Situation and Co-create a PLAN for your Dream Life.

You can Achieve this by:

1. Start doing what's necessary: Planning, Building and Protecting

2. Do what is possible: Saving, investing, and taking advantage of opportunities and benefits.

3. Suddenly enjoying what you thought was impossible: Reducing and managing debt, achieving a work life balance, transitioning from work to retirement and enjoy retirement.

I have over 25 years of experience in the financial services industry with concrete technical knowledge, education and application.

I offer expertise in: Superannuation, Retirement, Investments, Personal risk, Aged Care and Social Security.

It’s not too late to start or too early to plan.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2014
  • Years of experience 10
  • Highest qualification
    • Bachelor of Business (Applied Economics)
  • Language spoken
    • English

KGB Financial Planning

2-8 Lake St
Caroline Springs, VIC 3023

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Count Financial Limited

AFSL 227232