Kosta Atanasov

Icg Financial Planning Pty Ltd

Silver

18 Yrs Experience

Carlton, VIC 3053

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I have been in the financial planning industry since 2006. I have a passion for looking after my clients and most importantly their families. The most rewarding moment in what I do is when I see the smile on my client/s that reinforces what I do and why I do it - which is to create happiness in my clients' lives.

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

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.