Testimonials

Client Testimonials

TRACEY, 46-55

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.”

Client of KP Financial Planning 

Our Fees
PETER, 65+

Damien has given me advice in areas including self managed super funds for over 20 years. Damien was able to clearly explain things. Damien’s knowledge made me feel confident in the advice I was given. Damien is always contactable and prompt in dealing with situations as they occur – l would highly recommend him to anyone looking for financial advice “

Client of KP Financial Planning

SUE, 65+

“I have a lot of confidence in Greg. He has always been available and helped my late husband and I set our plans into the future as self-funded retirees. Now, as a widow, I fully trust Greg’s advice and leadership into my future plans.”

Client since 1986

GEOFF & ALISON, 65+

“We trust Damien‘s advice. He is both ethical and professional. We were having problems in continuing our management of our investments and superannuation. He advised us on a spread of investments – including annuities which we had not previously invested in. The strategic reviews are greatly valued and we consider that we are as well placed as possible in a dynamic and uncertain investment world. We believe we receive first class advice and are most satisfied customers.”

Clients since 2017

JOHN & NOLA, 65+

Greg and his dad Pat have been there for us for over 30 years. The service is always friendly, courteous, patient and beneficial. I find Greg very trustworthy and would not hesitate recommending him to prospective clients.”

Clients since 1980s

OWEN & DIANE, 59 & 69

“We have been with Damien for a number of years. He keeps in contact regularly and has always provided appropriate advice, when required, that has been invaluable – and provided support during Covid. We have recommended him to family and friends on a number of occasions.”

Clients since 2014

MIKE & JENNY, 55-64

Greg has given us advice on superannuation, insurance, cash-flow, property investment and retirement planning. He has been very helpful, given excellent advice and is passionate about providing the best possible advice.”

Clients of KP Financial Planning

JAN, 65+

Damien looks after me perfectly. He knows how I think and what I expect. He contacts me when he needs to but doesn’t bombard me. He puts a lot of thought into personally planning and then managing my superannuation fund investments, and then quietly explains the changes well. Without his help and advice about my super fund, I honestly don’t know what I would have done. I never have to worry about it and I trust him completely – and he has never let me down. I can ask him anything at any time, but rarely need to. What more can I say? I just feel lucky to have him looking after my fund – as I did when his father managed my super.”

Client since 2011

KEVIN & JULIE, 56-65

Greg has provided a service to expand our family portfolio and done so in a professional manner. I could write a stream of words but I trust that when a person advises they are comfortable and confident to act as a reference for recommendations, that’s the best resume you can give for the comfort and security of advice Greg provides.”

Clients since 2012

SIMON, 56-65

Damien has advised me for several years now and has more than delivered regarding all aspects of financial planning, superannuation, and insurance protection. I am very pleased that he is at the helm.”

Client since 2012

JEFF & DIANNE, 65+

“We have been involved with the Roberts family since Greg’s father Pat, was our adviser. Greg has followed admirably, allowing us to feel extremely confident with decisions that are made. Greg has managed our superannuation very confidently and always tries to be on the ball when it comes to the world market. We never have to worry about getting enough attention as Greg follows through with every commitment.”

Clients of KP Financial Planning

JENNIFER, 65+

Damien has always discussed fully all facets of super funds and offered sound advice at all times. He has been extremely helpful in assisting with documentation required for Centrelink, offered the benefits of a funeral fund and continues with follow up appointments to review my portfolio. Damien is a very amiable person who takes interest in you as an individual, is extremely cordial and is one in whom you can trust.”

Client since 2005

LES & SUE, 65+

“We have been with Greg for many years, formerly being with his father. We are very confident in the advice Greg has given and his hard work in planning for our future. His advice has been followed and we are now living comfortably, and we attribute this to Greg as our super wasn’t much but through his judgement we have a secure future.”

Clients of KP Financial Planning

GRAHAM & VERNA, 65+

“We have known Damien and his father Pat, for 20 years. During that period, our retiring years, we have asked for their advice and assistance. We have been well treated and followed advice that has been given.”

Clients of KP Financial Planning

KAYE, 65+

Greg has been my financial adviser for quite a few years and I have always had full confidence in his knowledge and expertise. He has managed my superannuation and given me advice on other investments. Greg is always available to answer any questions I may have and I have no hesitation in recommending him to anyone.”

Client of KP Financial Planning

CHRIS & GWEN, 65+

“We have known Damien for many years, having initially been clients of Damien’s father from 1998 till he retired and Damien took over. He has always been very helpful, especially when we retired and were able to apply for an age pension. Damien guided us very ably throughout that process and has continued to do so. He keeps in touch regularly and will always assist if we need help or advice. Damien makes suggestions when needed and always explains his reasons fully. We feel very confident that he has our best interests in mind and are happy to be guided by him.”

Clients since 1998

ANNE & RUSSELL, 65+

“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.”

Clients of KP Financial Planning

LARRY, 56-65

“I have been receiving excellent advice from Greg, and before that his dad, Pat, since starting work over 40 years 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.”

Client of KP Financial Planning

ROBYN & DENNIS, 65+

“We wanted to transfer a portion of our SMSF into Australian Super and 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.”

Clients of KP Financial Planning

ROGER, 65+

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.”

Client of KP Financial Planning

CARL & JAN, 56-65

Greg has given advice in a number of areas including retirement and pension suggestions. He was particularly helpful with an insurance claim and we can’t express our appreciation enough for the assistance he provided. Over a number of years Greg has kept us up-to-date with news and information that suits our requirements.”

Clients of KP Financial Planning 

Retirement Couple on Beach
INGRID, 46-55

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

Client of KP Financial Planning

GENERAL ADVICE WARNING

The information provided on this webpage is intended to provide general information only and the information has been prepared without taking into account any particular person’s objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. Please click here to find out more about the services we offer.