Financial Planning

KBH Financial Planning was established in 1998 to provide KBH accounting clients with advice to help them grow wealth and secure their financial future. By implementing sound financial strategies, applying a disciplined and reasoned approach, our clients focus on the areas of their life that are most important to them.

KBH Financial Planning is a Corporate Authorised Representative of Hillross Financial Services Limited, Australian Financial Services Licence Holder 232705, which is a subsidiary company of the AMP Ltd Group.

KBH Financial Planning prides itself on offering complete financial advisory services to our clients drawing on the extensive knowledge of its two Certified Financial Planners David Palermo and Shawn Hennig. Our services include:

  • Wealth Management
  • Superannuation Strategies
  • Personal Risk Insurance
  • Retirement Planning
  • Social Security and Aged Care Advice
  • Self-Managed Super Fund Strategies and Management
  • Estate Planning
Shawn Hennig & David Palermo
Our Financial Planners
KBH PartnersFinancial Planning