The Financial Planning Association of Australia The Financial Planning Association of Australia

Greg Roberts, AFP®

Name Greg Roberts, AFP®
Company KP Financial Planning
Address 9/ 10 Barber Street
Kalamunda, WA 6076
Phone 08 92933855
Email [email protected]

I began financial planning in 1998 when my father asked me to join him in his practice. My brother Damien joined us a little bit later and we all worked together until 2016 when our father passed away. My brother Damien and I now run the business together.

Our specialty has always been helping people fund and put in place their retirement goals. It’s the area we feel we can add the most value and the sort of work we really enjoy, but we can assist with any financial planning enquiry you might have.

We are a fee for service practice so everyone is always clear on exactly what they are paying at any point in time. We do offer an initial consultation at our expense to establish if we can help you or not and to let you know what the costs will be if you wish to proceed down the advice path.

Our goal is to help people put their financial puzzle together, so if you think I can might be able to help you with yours then get in touch and let’s have a chat

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