Kosta Atanasov

Icg Financial Planning Pty Ltd

Silver

19 Yrs Experience

Carlton, VIC 3053

About Kosta
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I’ve been in the financial planning industry since 2006, with a strong focus on helping individuals and families build and protect their wealth through thoughtful, strategic planning. I’m passionate about understanding what truly matters to my clients and creating personalised strategies that align with their goals. The most rewarding part of my work is seeing the long-term impact—whether it’s growing their wealth, securing their financial future, or creating a legacy for the next generation.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Cashflow & Income
Complex Investments
Small Business Advice
Tax Strategies

4.75 June 2021

Kosta has provided advice in areas including insurance, risk management, ethical super funds and property investment. Kosta attentively gauges the values and needs of the client resulting in tailored and sound financial advice. I’ve enjoyed our annual reviews and other sessions we have had with Kosta and his advice has enabled us to make some bold decisions and has given us more confidence about our financial future.

5.00 May 2021

Kosta has been helpful with guiding me in relation to financial decisions depending on what stage of life I am in. He has been approachable and knowledgeable.

4.75 May 2021

'Kosta has given me advice in areas including super funds, future planning, financial investment and pensions. Kosta was able to explain things to me in a clear way. Through Kosta's knowledge and experience, I feel very confident that the advice given was right for my needs. I always have received Kosta's full care and attention when I needed it. 'I have been a client of EJM Financial services for more than 20years and Kosta has been my advisor for the past 2 years. During this time I have found his advice to be very beneficial to my future planning...Kosta is very professional and friendly in his approach..

4.50 May 2021

Kosta has always been striving to get the best outcomes for us and always made himself available to us. He has always gone above and beyond to sort out any issues as quickly as possible. Kosta usually has other ideas at the ready as our needs change.

4.00 May 2021

Kosta has given me advice and helped me manage my superannuation fund, I usually receive Kosta's support when I need it, whether drawing funds from my super account or chaning it to gain a better outcome.