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
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

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.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 19
  • 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

Meeting methods

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

Licensed by

Matrix Planning Solutions Ltd

AFSL 238256