KK Partners Group have been partnering with Partners Wealth Group since 2017 to create KKP Wealth; a One-Stop-Shop bringing together our Accounting and Tax services with
- Financial Advice
- Retirement Strategies
- Estate Planning
Located in Bay Street, Brighton, KKP Wealth offers the services of a dedicated Financial Advisor to assist in all areas of Wealth Creation, Insurance Advice, Retirement Strategies with professional financial consulting and advice.
Meet our Financial Advisor...
When you meet with Rob, you will be struck by his very holistic view on wealth creation and protection and the way he takes into consideration your taxation and structural needs. This is because Rob began his career as an accountant before deciding that being a Financial Advisor was the best way for him to help people.
Rob has been a vital part of the Partners Wealth Group since 2007 and has built a solid track record for delivering sophisticated solutions and strategies to build and preserve your wealth.
He is a regular presenter at various accounting and client seminars, where he is sought after for broad array of expert financial knowledge and expertise in SMSFs, investments, sophisticated advice structures and personal risk protection.
Rob works with a very diverse client base, including executives, SME business owners and individuals and families requiring holistic wealth management and strategic advice.
Outside of work Rob likes to take his family on weekend road trips, as well as fitting in the occasional round of golf with friends.
A few areas that Rob can assist with
- Strategic wealth planning for all ages, for example building you a tailored Financial Plan
- Active investment portfolio advice including direct shares
- Pre and post retirement planning and investment advice
- Advanced SMSF advice and implementation
- Debt reduction and recycling strategies
- Business succession planning
- Purchasing property through SMSFs using borrowed funds
- Tax-effective investment advice
- Personal insurances and risk protection
Rob is happy to meet for an initial discovery meeting with you to discuss your financial goals at no charge, please do not hesitate to contact KK Partners reception to arrange a suitable time.