Greg Roberts

Kp Financial Planning Pty Ltd

Platinum
24 Yrs Experience
Kalamunda, WA 6076
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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 18
  • First year providing advice 1998
  • Years of experience 24
  • Highest qualification
    • Master of Taxation
  • Language spoken
    • English

Kp Financial Planning Pty Ltd

Suite 9, 11 Barber St
Kalamunda, WA 6076

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Matrix Planning Solutions Ltd

AFSL 238256

4.90
18 Reviews
5
4
3
2
1
4.95
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 18

Sort by

4.75

"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."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Greg went over and above my expectations and provided a clear, comprehensive set of options for me to consider regarding my long term financial security and retirement plans. Having lost my partner, it was really important for me to find someone I could really trust, who would listen and who ultimately would have my best interests in the forefront. Greg listens carefully to your concerns and goals before undertaking detailed research to provide information to help you make an informed decision. He keeps you informed of progress and checks in to ensure all the details are spot on. There is no hard sell whatsoever and the fees are very reasonable and he will do his best to tailor a package that you can afford. I can't recommend Greg highly enough and I will be seeking his advice in the future as I implement my plan."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Greg has been very easy to deal with. He is full of the knowledge that we required and gave very sound advice. We now are moving forward towards retirement a lot more confidently than we were before we started this process."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We wanted to transfer a portion of our smsf into Australian Super Greg gave us advice and comparisons with other options. He explained everything very clearly After meeting with Greg we were confident that we were making the correct move"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been receiving excellent advice from Greg, and before that his dad, Pat, since starting work over 40 year ago. Greg has always been very helpful and very keen to provide the best advice for the ever changing market and life situations. The advice has now provided my family with a comfortable nest egg for our future retirement. Greg is a friendly and trustworthy professional that I would recommend to prospective clients."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Greg has been my adviser for many years and I have always found him to be very helpful, he takes the time to explain things in a way that I can understand. Today I needed some clarification on Superannuation and Greg went through it all very thoroughly and helped myself and my partner to choose the best path for our superannuation moving forward."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been with KP Financial Planning for many years (originally with Greg's father Pat). The service has always been excellent and Greg's friendly character and helpful advice has been important to us as we moved into retirement. He is always willing to look into any queries we may have and always keeps in touch."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 18

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
2004

Accredited Aged Care Professional

Level
0 - Training / Exam / Other
Institution
Aged Care Steps
Completed
2016

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2009

Master of Taxation

Level
9 - Masters Degree
Institution
Curtin University
Completed
2019

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Greg's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Greg able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Greg's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Greg to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Greg?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Greg provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Greg may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Greg Roberts
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens