KGPARTNERSANDCO

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Financial Planning

 

KG Partners & Co (Financial Planning) Pty Ltd is Corporate Authorised Representative No 1240516 of InterPrac Financial Planning Pty Ltd (AFSL 246638) providing financial planning services to our valued clients.

Our professional Financial Planning services include:

Small Business and Individuals

  • Income Protection & Life Insurance
  • Business Insurance
  • Plant & Equipment finance (by referral)
  • Motor vehicle finance (by referral)
  • Investment finance (by referral)
  • Tax Planning
  • Estate Planning & Wills
  • Self Managed Super Funds
  • Finding lost Super

Retirees

  • Estate Planning & Wills
  • Centrelink entitlements
  • Life Insurance
  • Self Funded

Fees and Charges

Our fees and charges vary according to the scope and complexity of the advice required. The scope of the work and the fees charged for services are agreed with clients prior to commencing work.

  • Initial consultation / meeting (up to 1 hour) is free of charge.
  • As a guide, the Financial Planner’s advice / fees are $250 per hour including GST.

The Statement of Advice provided to you by your adviser will clearly set out all fees, charges and commissions payable.

Did you know?

For every house that is lost to fire, 48 are re-possessed by their bank because the owner is unable to make the mortgage repayments due to illness or injury. Just as it is sensible to insure your home against Fire and Theft, it is more sensible to protect your ability to earn an income if you are ill or injured, so you do not put at risk your home and your family’s welfare.

Many employed and self-employed people do not have adequate insurance cover to allow them to pay their financial obligations if they cannot work due to illness and injury.

KG Partners can assist in assessing your insurance needs and ensure that you are protected at a minimum cost. You will be surprised that even having income protection can be a tax benefit at a fraction of the cost.

Everyone wants to be successful in Life and gain financial independence. Our Financial Planner will show you how you can benefit. Our first initial consultation fee is at no cost to you, contact us today.

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