KP Financial Planning is a well-established financial advisory firm with a rich history spanning over 50 years. Founded by Pat Roberts in 1971 as Kalamunda Insurance, the business evolved into financial planning in the early ’80s. Pat’s sons, Greg and Damien, joined the business in 1998 and 2007 respectively, carrying on their father’s legacy of providing expert financial advice to clients. With a combined experience of 37 years in financial planning, Greg and Damien continue to uphold the values of trust, integrity, and personalized service that have been the cornerstone of KP Financial Planning.
specialising in retirement planning, wealth management, superannuation advice, and insurance solutions, KP Financial Planning offers a comprehensive range of services to help clients secure their financial future. The team of experienced advisers, including Greg and Damien, are dedicated to understanding each client’s unique needs and goals, providing tailored financial strategies to maximize wealth accumulation and protection. With a focus on building long-term relationships, KP Financial Planning prides itself on delivering high-quality, trustworthy advice that clients can rely on.
As a proud sponsor of Kalamunda Community Radio and deeply rooted in the local community, KP Financial Planning is committed to supporting its clients and the wider community. With a client-centric approach and a commitment to excellence, KP Financial Planning continues to be a trusted partner for individuals seeking expert financial guidance in navigating the complexities of retirement planning, superannuation, and wealth management.