Karolina Bozinovska Grbin

KGB Financial Planning

Gold
11 Yrs Experience
Caroline Springs, VIC 3023

"The only way to predict the future is to create it" – and you've come to the right person!l

At KGB Financial Planning Pty Ltd, I’m here to support you through life’s complex financial decisions and changing life stages — with over 25 years of experience, a passion for empowering clients from all walks of life, and a commitment to making your financial journey clear, simple, and rewarding.

I speak your language – literally! With multilingual skills, I connect with clients from diverse backgrounds, ensuring no detail gets lost in translation.

Backed by multiple industry awards and proudly holding 5-star Google reviews, I offer expert advice in:

Retirement Planning

Investing & Budgeting

Growing Your Wealth

Superannuation

Estate Planning

Aged Care

Centrelink

Personal Insurances

Tax Minimisation

Your future is my priority – and together, we’ll create it with confidence and clarity.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2014
  • Years of experience 11
  • Highest qualification
    • Bachelor of Business (Applied Economics)
  • Language spoken
    • English

KGB Financial Planning

Level 1, 2 -8 Lake St
Caroline Springs, VIC 3023

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Count Financial Limited

AFSL 227232