KGB Financial Planning Pty Ltd - Caroline Springs, Victoria

Marian Z.

We would highly recommend Karolina to anyone that is transitioning to retirement. Her professionalism and expertise is outstanding. She handled all our paperwork and submitted our application. Our application was approved in less than a week. Thank you once again.

Malcolm M.

Karolina,
showed her extreme expertise in assisting me navigate my elderly mothers & my, complex financial situation.
Having kidney disease & leukemia, my energy, earnings & capacity to deal with government departments, expensive nursing home fees was over stretched.
"Saint" Karolina came to my aid offering concise information that made the complex easy to understand, & the tough decisions not as painful to commit to with her warm, supportive "on the money" guidance.
Karolinas style, grace & wisdom has massively reduced my stress load & reignited my enthusiasm to take action & move forward in life.
Do not miss the opportunity to improve your finances & your life by having Karolina on your team.

Anna M.

I found Karolina to be very helpful and knowledgeable in what I needed to be done . I would not hesitate in recommending Karolina to anyone who needs a financial advise.

Maria F.

Karolina provided us with exceptional service and genuine care.
She has extensive knowledge of Centrelink rules and the current laws. Without her help, we would never have been able to navigate the confusing and complex documentation required to help my parents get the pension. We would highly recommend Karolina as she made everything an easy process for us.

Jennifer S.

Karolina offers a great service. She is friendly, knowledgeable, helpful and efficient. She follows up and is happy to answer any question respectfully. It makes a huge difference having a female financial adviser in a male-dominated industry.

Nick P.

Karolina exceeded our expectations. She is incredibly knowledgeable on all aspects of Superannuation, Centerlink and Retirement planning. She took the time to understand our goals, financial situation and past frustrations in dealing with Centrelink. Her strategy has made a significant positive impact on our financial well-being as we have now been granted our benefits and have our retirement income to enjoy. We could have not done it without her especially as she was able to pick up on mistakes Centrelink had made rejecting our application, she was able to deal with them on our behalf and take all the stress off us.

Karolina is dedication to get things done and always available our answer my questions. Her professionalism and expertise gave us the confidence to make informed decisions about my financial future. We are so grateful and have no hesitation recommending her.

Joann C.

Just met with Karolina and she has been the most informative and helpful financial person we have met that speak in our terms. We learned so much more in one hour that it has put our future now at ease. Highly recommend her to anyone needing financial advice. Thank you again Karolina.

helen K.

Karolina is passionate about helping her clients get the best financial solutions for the lifestyle they wish to live in their retirement years. She's thorough, attentive and detailed in her approach to understanding your financial situation, any challenges you might be facing and coming up with a plan to ease your mind that your money is working for you the best way it can. I recommend Karolina for your Financial Planning needs.