Seeking advice about your personal financial situation can be a difficult step to take. It involves telling a stranger all about yourself and that's not always easy to do. As someone who has been advising now for over 20 years, I do understand how important it is to find someone who will listen without judgement, understand the issue or issues at hand and provide solutions that make sense. Financial advice isn't just about numbers, it's about understanding who you are, what you want to achieve and then guiding you to the path that will make it happen. My goal is to help people sleep at night and not worry about their financial future. I can help with all aspects of financial planning.
We work on a fixed fee basis. Fees start at $2,650 including GST and will depend on the expected time to complete the work.
Greg was recommended on the Australian Super website. He is a very a very amiable and approachable person who my wife and I enjoyed sitting down with. With his help we are now moving forward towards retirement (albeit late) a lot more confidently than we were before we started this process. We feel confident that Greg has given us good advice and we are more than happy to recommend his services and knowledge.
Greg identified the long and medium term benefits of various investment options. Being fairly understanding myself of the overall financial situation, he provided the details and breadth of options available to me. A very amiable and approachable person who I enjoyed sitting down with. He accurately interpreted my financial needs and aspirations.
Greg had given my husband and I useful advice in superannuation, insurance and retirement options. He consistently follows up and notifies us at each step. I recommend his service and knowledge.
Greg was recommended by a trusted work colleague in a similar situation as me: newbie to financial planning, ~ 10 years out from retirement, juggling investment flat and looking to upscale to a dream retirement home. Essential to Greg's process is a 'getting to know you' Q&A that was relaxed and fun, but did not shy away from the big questions such as what I really wanted in life. Although complex, Greg was able to explain the financial bottom lines - I say lines because I requested projections re. several scenarios (some audacious!) and he was happy to deliver and explain these. I feel confident Greg has given me solid advice and I'm happy to recommend his services!
1 Appointment we had with Greg was Age Care fees.Greg was able to help us with reducing Age Care Fees in nursing for my parents and also advice on selling the family home.A very excellent document outlining our.options!.A another appointment Greg was very helpful to me going through documents of Title Transfer and signing appropiate documents for me.Thank you.Greg for your helpful assistance.Best wishes for your business.
- Adviser status Platinum
- Number of reviews 19
- First year providing advice 1998
- Years of experience 25
- Master of Taxation
Kp Financial Planning Pty LtdSuite 9, 11 Barber St
Kalamunda, WA 6076
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Matrix Planning Solutions Ltd