Damien Roberts

Kp Financial Planning Pty Ltd

Gold

15 Yrs Experience

Kalamunda, WA 6076

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I have been working as an adviser for the last 13 years and am a joint director of KP Financial Planning with my brother Greg.

We take pride in finding the best outcomes for our clients by taking the time to understand what they want to achieve from our advice and making sure the advice is tailored to meet these outcomes.

We use the skills obtained through experience and our extensive and ongoing studies to provide this advice.

We are proudly fee for service and have a particular interest in retirement planning.

We are available for face to face and online appointments.

GDKP Pty Ltd ABN 61 606 192 769 trading as KP Financial Planning is a Corporate Authorised Representative (1237882) of Matrix Planning Solutions Limited, AFSL and ACL No. 238256

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Tax Strategies
Growing Assets
Wills & Estates

4.75 January 2021

Damien has always discussed with us our expectations from our investment and superannuation and the level of risk we were comfortable with. He has then advised us and taken action with our agreement utilising his knowledge and expertise of the financial markets. Damien has always responded promptly to any queries we have had and we have always felt comfortable in our discussions with him. Damien has always given us first class service even though we only have a small financial package.

4.75 January 2021

Damien had previously given advice on moving from a SMSF to public domain financial instruments in order to provide an ongoing pension together with Centrelink payments. I must say, that I have been extremely pleased with the financial outcome. Damien's advice has been well researched and thoroughly discussed prior to implementation. He is always willing to discuss alternative arrangements where he sees a financial gain and, of course, the potential risks. He is always up front with the expected costs involved.

5.00 January 2021

Damien always makes contact with me when it is time to review my investment strategies and superannuation situation. A suitable time and date that suits both is then organised for us to meet. Being a long term client of Damien I feel very confident that the advice given is relevant to my needs/situation and value Damien's knowledge in relation to an array of investment opportunities. I also appreciate the chance to discuss any issues I am unsure of. After my meeting with Damien I always receive a RECORD of ADVICE which includes Investment Recommendations including a breakdown of how my funds will be invested.

4.50 January 2021

Damien helped me with my super funds pension He was usually able to explain things in a clear way but when I had trouble understanding I trusted his judgement

5.00 January 2021

Damien has given me advice in areas including loan products and self managed super funds for over 20 years.Damien was able to clearly explain things. Damiens 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