KGB Financial Planning
2-8 Lake Street, Caroline Springs VIC
(6)
2-8 Lake Street, Caroline Springs VIC
(6)
Over 25 years experience in Financial Services.
Expert and Professional Services in: Superannuation, Centerlink, Retirement Planning, Life Insurance, Investments and Aged Care
Other languages spoken Macedonian, Croatian and Serbian.
6 customer reviews
Margaret Counihan
Financial Advisors
Wonderful to meet you Karolina...
Our initial contact so very valuable...
Your understanding and proficiency was outstanding...
Thank you
Benvenuto Romeo
Financial Advisors
Karolina is amazing, very understanding, supportive and able to deliver advice when asked questions. I felt at ease immediately and supported in the process.
I highly recommend KGB financial planning to anyone.
More...
Catherine Woon
Financial Advisors
Karolina was extremely helpful. Clear knowledge of the areas of concerns for me (planning for retirement) were very helpful, clearly outlined, focussed and valuable in helping me decide what to do to She maximised and answering all that I needed to know. I'm going to continue with her, following a very affordable initial meeting outlining my options. More...
Reply from KGB Financial Planning
Thank you Catherine it was a pleasure helping you.
Lyn Ryan
Financial Advisors
Karolina explained all aspects of our enquiry clearly and if there was something we didn't understand properly, she was prepared to go over points with us until all information was clear to us.
Reply from KGB Financial Planning
Great working with you Lyn it was a pleasure helping you all.
Helen Kosta
I recently had a need to engage in a Financial Planner to support me with some of my financial decisions and retirement planning.
Karoling Grbin Bozinovska from KGB Financial Planning was amazing. She put me at ease with her knowledge, professionalism, and genuine care. She helped me understand my financial situation holistically and worked with me to clearly define my financial goals. She made me feel comfortable while asking important questions and explained things to ensure I understood the potential results of my decisions.
I now feel more confident and informed about my financial future after working with Karolina. If you're looking for an adviser who truly cares about your financial well-being l recommend calling Karolina from KGB Financial Planning.
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Reply from KGB Financial Planning
Thank you so much Helen. It is a pleasure to work with you and kick those goals.
Bianca Dacic
Working with Karolina for the past 7 years has been nothing short of amazing. Her expertise in the field shines through, and my clients are consistently happy with the results.
Reply from KGB Financial Planning
Thank you so much. I do my best to understand the clients needs and ensure they are comfortable and confident in understanding their options to make informed decisions.
Superannuation
Review and Consolidate ensuring you have the best performance and fees required to meet your goals.
Income Streams, Allocated Pensions & Annuities
Income stream advice to support your lifestyle.
Centerlink Advice/Applications and Concession Cards
We do the entire process and ensure you get the maximum benefits
Aged Care Advice
Get the right advice to minimise Aged Care Costs and Maximise Age Pension Payments.
Estate Planning
Protect your assets to ensure they end up with the people you love and trust.
Investment Advice
Set up an Investment plan and minimise tax
Personal Insurance
Review your current insurance you may have in your Superannuation.
Set up protection to ensure you have the income and funds you need for your lifestyle need should you not be able to work, suffer an illness or injury or pass away.
Retirement Planning
Review your overall position to get an understanding of what income you need to last a lifetime of Retirement.
Transition to Retirement
Reduce your hours of work before fully retiring and access your superannuation to replace your income.
