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OUR SERVICES

retirement planning

It is important to plan well in advance for your retirement. We understand that everyone’s retirement needs differ and we will determine the most appropriate retirement platform for your situation, including taxation considerations and Centrelink entitlements…more

wealth management

We understand you have worked hard for your money and you want to ensure it works hard for you. With over 40 years of experience and knowledge, we are well placed to manage and build your wealth and we value an ongoing relationship with our clients…more

Superannuation

Superannuation can be one of the most complex and involved aspects of any financial plan and it’s important to ensure you understand how your funds are invested. We provide advice on industry superannuation funds, retail funds and self-managed superannuation funds…more

Personal Insurance

Most people insure their car but very few people insure their income or themselves. We provide comprehensive insurance plans that cover all types of wealth protection insurance including Income Protection, Life, Total and Permanent Disablement, and Trauma…more

OUR TEAM

Greg and Damien are Authorised Representatives of Matrix Planning Solutions

Greg-Roberts
Greg Roberts
Joint Principal Director

MTax (Curtin University) Dip FP 

Greg Roberts – Financial Services Guide

Greg has worked with KP Financial Planning for 21 years, since 1998.

Damien-Roberts
Damien Roberts
Joint Principal Director

 MTax (Taxation & Financial Planning) (UNSW) | Adv Dip FS (FP)

Damien Roberts – Financial Services Guide

Damien has worked with KP Financial Planning for 12 years, since 2007.

CLIENT TESTIMONIALS

Gwen and Chris Plunkett
Clients of KP Financial Planning since 1998

‘As well as being thoroughly professional and capable, Damien is a very likeable young man with a friendly, yet respectful manner. This is reflected in the professionalism of his support staff who are also friendly and helpful…’ View full testimonial

Sue Higgs
Client of KP Financial Planning since 1986

‘Pat Roberts became a lifelong friend to us. Greg Roberts, Pat’s son, is now our adviser. We would not hesitate to recommend this family run, honest and trustworthy business which has helped us to enjoy our retirement in a stress-free manner. A big thank you to all at KP Financial Planning…’ View full testimonial

Contact us

Address:

Kalamunda
Suite 9/11 Barber Street,
Kalamunda WA 6076

West Perth
Regus, Level 1,
100 Havelock Street,
West Perth WA 6005

Phone: 08 9293 3855

 

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Fax:  08 9293 4140

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