KP Financial Planning
KP Financial Planning is a Perth based company with over 30 years of experience in helping our clients with their financial needs. We assist clients with all aspects of financial planning including superannuation, retirement planning, wealth management and personal insurance. We are a family-owned and run business offering friendly, personal service.
KP Financial Planning is a Perth based company with over 30 years of experience in helping our clients with their financial needs. We assist clients with all aspects of financial planning including superannuation, retirement planning, wealth management and personal insurance. We are a family-owned and run business offering friendly, personal service. KP Financial Planning is a member firm of Matrix Planning Solutions Limited (Australian Financial Services & Credit Licensee AFSL and ACL No 238256). Matrix is owned by ClearView, an Australian owned company listed on the ASX. Neither ClearView or Matrix are owned by, or aligned with, any large national or international financial services institutions. Our Services We provide a full range of financial planning services including: Wealth Creation Strategies; Investments; Gearing Strategies; Tax Effective Solutions; Personal Superannuation; Corporate Superannuation; Retirement Planning; Transition to Retirement; Personal Insurance; Income Protection Insurance; Centrelink Advice; and Ongoing Review Service.
Address: Suite 9/10 Barber Street, Kalamunda WA 6076 PO Box 41, Kalamunda WA 6926, Australia
Phone: +61 8 9293 3855
FAX: +61 8 9293 4140
