KGB Financial Planning Pty Ltd

KGB Financial Planning Pty Ltd Google 5 star rated

I help Australians navigate the complexity of financial decisions with confidence. 📈 Financial Adviser, 25 Years Experience Retirement, Age Pension/Centrelink & Aged Care Specialist.

24/06/2026

Lending money to your kids?

I've seen many families unintentionally create Centrelink issues. Loans are treated as your Assets and also deemed.
Get advice before lending money or gifting money.

KGB Financial Planning

20/06/2026

Once you're over 60, superannuation withdrawals are tax-free! If you've met a condition. You may be able to access your super as a lump sum withdrawal. If you're receiving a disability support pension, your pension payments are generally tax-free.

Get advice before making big decisions.

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19/06/2026

If this was in any management role she would have been fired. I'm So over the mismanagement of our tax dollars.

19/06/2026

Are you thinking about buying property with your chikd?

Make sure you understand the consequences.

Centrelink may treat your contribution as a gift. Your child could end up paying Capital Gains Tax when the property is sold.

⚖️ The ownership structure matters.

Get advice before you buy, not after.

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16/06/2026

Will you qualify for the Age Pension? Many Australians never check because they assume they have too many assets or too much income or are just confused with the rules.

Many people hate dealing with Centrelink paperwork and the application process.

At KGB Financial Planning, we can help you navigate the Age Pension application and take the stress out of the process. You may be entitled to more than you realise.

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15/06/2026

Did you know that if one partner reaches Age Pension age and the other is younger, there may be strategies available to get an Age Pension.

Planning early is the key. Reviewing your superannuation environment while they're under Age Pension age.

The biggest mistake I see? Waiting until it's too late.

Retirement planning isn't just about having enough money, it's about understanding the rules and putting the right strategies in place at the right time.

If you're in a couple with an age gap, don't leave it to chance. Get advice early and explore your options.

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13/06/2026

Thank you to every single one of you for being part of this incredible community. 💙 From TikTok to Facebook and Instagram.

I'm passionate about improving financial literacy and helping Australians make informed decisions about superannuation, Centrelink, retirement planning and building financial confidence.

Thank you for trusting me to simplify the complex and empower you to take control of your financial future.

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12/06/2026

Are you Selling an investment property and facing a capital gains tax bill? Time is running out.

Unused concessional catch-up contributions can be a powerful strategy to help reduce capital gains tax. From 1 July 2027, this strategy will no longer be available to use against capital gains tax assets.

If you've been considering this strategy, now is the time to get advice before the opportunity is lost.

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09/06/2026

Perth, you asked so I’m finally heading West! ✈️
Trusted by over 20,000 TikTok followers and many more across Instagram and Facebook.I'm bringing my no-nonsense approach to WA.

I’m opening up a strictly limited number of **exclusive face-to-face appointments** 1st week of July 2026 in the heart of the city of Perth.

This is your chance to sit down with me for a financial health check and get all your questions answered about retirement, superannuation, and the Age Pension and much more.

Spots will book our quickly, so let’s lock yours in today by emailing
[email protected]
Consultations are $250 and run for an hour discussing your situation.

08/06/2026

The Carer Payment is a Centrelink income support payment for people who provide constant care to someone with a severe disability, illness, medical condition, or an older person who is frail.

Eligibility rules apply, so it's worth checking your entitlements. 💙
KGBFinancialPlanning Australia

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Level 1 2-8 Lake Street
Caroline Springs, VIC
3023

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