KP Financial Planning in Kalamunda, Western Australia, Australia | Financial planner

KP Financial Planning

Locality: Kalamunda, Western Australia, Australia

Phone: +61 8 9293 3855

Address: Suite 9/11 Barber Street 6076 Kalamunda, WA, Australia

Website: http://www.kpfinancialplanning.com.au

Likes: 56

Add/Update information

Reviews

Tags

• Financial service
• Financial planner

25.01.2022 The latest edition (Autumn 2017) of the Money Matters newsletter is available to view. Articles include life events impacting your super and mistakes to avoid when purchasing insurance. http://kpfinancialplanning.com.au//MoneyMatters_49_KPFP.pdf

25.01.2022 ClearView Chief Investment Officer Justin McLaughlin speaks to analyst Jessica Schlosser about the outlook for Australian equities, focusing on the property and financial services sectors. https://vimeo.com/238493482

24.01.2022 https://www.youtube.com/watch?v=cQ_yqxWgrMA

24.01.2022 FREE Retirement Planning Seminar || How long will my money last? How much do I need to retire comfortably? Will I be eligible to receive the Age Pension? We will discuss all of these questions plus more at our Retirement Planning Seminar next week - October 3rd. Book via Eventbrite below.

24.01.2022 KP Financial Planning is giving you the chance to win a $100 voucher to spend at The Cavern, Kalamunda. For your chance to win, simply: 1. Like KP Financial Plannings Facebook page and this post 2. Tag a friend you would like to share this voucher with 3. Share this post Please note you will need to visit our page and enter your name on the original post, not on the shared post.... One entry per person. Entries close 5pm Monday 5th June. The winner will be announced on Tuesday 6th June watch this space! https://thecavernkalamunda.com/ https://www.facebook.com/cavernkalamunda/ See more

23.01.2022 The past week has seen some volatility in the share market. Understandably, some investors have reacted nervously. To shed some light on whats happening in global markets, particularly in the US, we invite you to watch a short video featuring ClearView Chief Investment Officer Justin McLaughlin. https://player.vimeo.com/video/254428516

22.01.2022 A second free Retirement Planning Seminar will be held on Wednesday 3rd May 2017 at The Sebel East Perth at 7pm. To register, phone 9293 3855 or email [email protected]. The seminar will explore strategies that can help you to maximise your retirement income. Book early to avoid disappointment! #kpfinancialplanning #eastperth #retirementplanningseminar http://kpfinancialplanning.com.au/ http://www.thesebel.com/locations/the-sebel-east-perth

20.01.2022 KP Financial Planning has a new website! Our new website is now live and we will be updating it regularly with information about upcoming seminars and events. Let us know what you think about our new site. To view, go to https://www.kpfinancialplanning.com.au/

19.01.2022 Register now for our first free Retirement Planning seminar for 2018. 6:00pm, Wednesday 7 February 2018 at Crown Perth, Botanical Room. http://kpfinancialplanning.com.au/retirement-planning-semi/

18.01.2022 We have reached the 50 Likes milestone!! Thanks to all those who have Liked our page. Looking forward to posting our 100 Likes milestone soon!

17.01.2022 Check out our advert on page 60 of todays West Australian. Our next retirement planning seminar is at the Hyatt Regency on Saturday 15th July at 2pm. Book now to secure your place.

17.01.2022 The latest issue of News For Seniors is now available and features changes to the Seniors Supplement and upcoming changes to Aged Care. This government publication is produced by the Department of Human Services and provides timely information for older Australians about payments, concessions, pension rates, allowances and government services. http://www.humanservices.gov.au//re/rt010/rt010-1509en.pdf

14.01.2022 Completing final preparations for tonights East Perth Retirement Planning seminar.

14.01.2022 Christmas and New Year Opening Hours KP Financial Planning will close from Monday 23 December 2019 until Monday 6 January 2020. We wish all our clients a very happy festive season and a safe and enjoyable new year.

11.01.2022 There are no guarantees in life by Damien Roberts, Joint Principal Director, KP Financial Planning When preparing the retirement planning seminar in late 2016 and early 2017, I wanted to find a way to acknowledge Dads role in developing our business over many years and more particularly his role in building up the retirement planning aspect of the business which now accounts for approximately 70% of what we do. Some of you reading this would know that Dad was diagnosed wit...Continue reading

10.01.2022 Weve had a great response to our promotion with The Cavern, Kalamunda. Entries close at 5pm on Monday 5th June so enter now to win a $100 voucher from The Cavern. See below: KP Financial Planning is giving you the chance to win a $100 voucher to spend at The Cavern, Kalamunda. For your chance to win, simply: 1. Like KP Financial Plannings Facebook page and this post 2. Tag a friend you would like to share this voucher with... 3. Share this post Please note you will need to visit our page and enter your name on the original post, not on the shared post. One entry per person. Entries close 5pm Monday 5th June. The winner will be announced on Tuesday 6th June watch this space! https://thecavernkalamunda.com/ https://www.facebook.com/cavernkalamunda/ See more

09.01.2022 KP Financial Planning will be taking a break over the festive season, returning on Monday 6 January 2020. Wishing all our clients and their families a safe and happy Christmas and new year.

07.01.2022 Upcoming Free Retirement Planning Seminar in Kalamunda. Go to https://www.eventbrite.com/e/kpfp-retirement-planning-semin and click on Register.

06.01.2022 Upcoming Superannuation Changes If you are considering putting any large sums of money into your super fund in the next few months or so, then please get in touch with our office as soon as possible. Non-Concessional Limits... This current financial year if you are under 65, or meet the Work Test, you can contribute up to $180,000 to your super fund non-concessionally. Non-concessionally means you dont claim a tax deduction. From July 1 2017, you will only be able to contribute $100,000 non-concessionally each financial year. If you are under 65, you can bring forward up to 3 years of non-concessional contributions, though conditions may apply. This allows you to put a larger lump sum in at one time. For example, where you receive an inheritance or have proceeds from a property sale. You may be able to put in as much as $540,000 in one sum this financial year, but from 1st July 2017, the maximum available to be contributed at one time will be $300,000. Concessional Limits From 1 July 2017, the concessional limit for all ages is dropping to $25,000 per person. This limit includes super guarantee payments from your employer. For example, if you are earning $80,000 then the 9.5% super guarantee would be $7,600. This would leave you a limit of just $17,400 to either salary sacrifice, or make personal deductible contributions. If you go over the $25,000 threshold the highest bracket of tax will be applied, so it is important to be aware of these limits. If you are salary sacrificing then its important to check how much you are getting from your employer in super guarantee payments and make sure that amount plus what you salary sacrifice doesnt exceed $25,000. If you have any questions, please contact our office on 9293 3855 or email [email protected] to discuss. KP Financial Planning GDKP Pty Ltd ABN 61 606 192 769, trading as KP Financial Planning, is an Authorised Representative (CAR 1237882 and AR. 333542) of Matrix Planning Solutions Limited ABN (45 087 470 200), AFSL and ACL No. 238256 This information is of a general nature only and has been prepared without taking into account your particular financial needs, circumstances and objectives. While every effort has been made to ensure the accuracy of the information, it is not guaranteed. You should obtain professional advice before acting on the information contained in this publication.

06.01.2022 Weve had a great response already from this advert in Wednesdays West Australian newspaper. Book now as places are filling up fast!

06.01.2022 The next free Retirement Planning seminar will be held at The Sebel, East Perth on Wednesday 3rd May at 7pm. Click on the link below to view a short video about the topics we will cover in the seminar. To register, please email [email protected] or phone 9293 3855. https://www.youtube.com/watch?v=cQ_yqxWgrMA&feature=youtu.be

06.01.2022 We have a winner! Congratulations to Dee Kristen who is the winner of our Facebook promotion with The Cavern, Kalamunda. Dees name was randomly chosen by our co-principal Damien Roberts at this mornings team meeting. We will be in touch with Dee to organise collection of her $100 gift voucher to spend at The Cavern. Thanks to all who participated and to The Cavern, Kalamunda.

05.01.2022 What to expect at your first meeting https://www.youtube.com/watch?v=DdqhebxcxRc

05.01.2022 KP Financial Planning Logo

03.01.2022 We have signage! Our new premises are looking better with the addition of great new signage for our business. You can now spot our office up on the first level when looking from Barber Street and outside the entrance to our premises. #kpfinancialplanning #financekalamunda #financialplannersperthhills

02.01.2022 KP Financial Planning are holding a series of free Retirement Planning Seminars this year. The first will be held at the Zig Zag Cultural Centre in Kalamunda on Wednesday 22nd March at 7pm. See the attached flyer for all details. Book now to avoid disappointment!

02.01.2022 We hope our clients have enjoyed a break with family and friends over the holiday period. KP Financial Planning is looking forward to a productive 2018, commencing with our first free retirement planning seminar at Crown Perth on 7 February at 6:00pm. Contact us via this link to register: http://kpfinancialplanning.com.au/retirement-planning-semi/

01.01.2022 Goodbye Tension, Hello Pension! KP Financial Planning is pleased to offer another free Retirement Planning seminar at the Zig Zag Cultural Centre in Kalamunda on Thursday 8 June at 7pm. Email [email protected] or phone 9293 3855 to attend. ... #retirementplanning #perthhills #goodbyetensionhellopension

01.01.2022 Friday means coffee from Haynes Street Larder - yum!