Kilpatrick Financial Planning Pty Ltd is a trusted financial advisory firm in Australia, specialising in retirement income and retirement investments. With a rich history dating back to 1983, the firm has been dedicated to providing personalized financial solutions to help clients achieve peace of mind and financial security. Led by Certified Financial Planner Hugh Kilpatrick, the team stays abreast of industry changes and focuses on the individual needs of each client, offering services such as saving and investing, superannuation, retirement planning, aged care advice, and estate planning.
The firm’s philosophy revolves around helping clients envision and achieve their ideal retirement lifestyle, ensuring they feel cared for and in control of their financial future. By offering tailored advice on investment strategies, income sources, and financial security, Kilpatrick Financial Planning aims to empower clients to live a life they love during retirement. The team, including Service and Administration Manager Nicholas Kilpatrick, is committed to providing comprehensive support in navigating paperwork, accessing government benefits, and making informed financial decisions.
Operating under the Australian Financial Services Licence No. 246638, Kilpatrick Financial Planning prides itself on transparency, professionalism, and a client-centric approach. Whether through in-person, online, or telephone consultations, the firm offers obligation-free chats to discuss individual financial goals and concerns. By prioritizing the well-being and financial success of each client, Kilpatrick Financial Planning strives to build long-lasting relationships based on trust, care, and expert financial guidance.