Financial Planning

Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.

Our qualified, experienced team through our partner organisation KP Financial Advisors can discuss your financial options with you and provide a three-stage service in financial planning that includes:

• Initial financial advice
• Implementation of a financial plan
• Ongoing investment portfolio management 'Wealth creation planning'
• Pre and post retirement planning
• Personal risk insurance
• Superannuation

A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australian and overseas shares, and managed investment funds.

Don't take unnecessary risks with your future! Allow the professionals at KP Chartered and KP Financial Advisors to guide you towards achieving your financial goals.

Contact us to discuss your financial planning needs and how we can help your business prosper.