Retirement Planning and Aged Care
We Can Help You Get it Sorted
We Can Help You Get it Sorted
Helping you gain peace of mind and confidence - we have been helping a person like yourself be at ease and looked after in this phase of your life since 1983.
"I feel cared for, and cared about."
As a professional financial planner, we keep up to date with changes in legislation and industry study requirements - our primary focus however, above all else, is you and your needs for financial security and overall wellbeing.
“How might I invest my money?”
“How safe might it be?”
“How will I be looked after?”
Starting with your need for income, a goal you want to achieve, and the way you prefer your retirement to look.
In your retirement a job you might like to take on is
"to live a life I love."
"The greatest satisfaction I get is seeing someone relax a little about their financial situation - knowing that we are looking after them, and they are in control."
Hugh Kilpatrick BSc DFP GradDipFP CFP
Certified Financial Planner
Hugh began his career on January 3rd 1983 and has helped many people deal with saving and investing, superannuation, self-managed superannuation, retirement planning, aged care advice, and estate planning.
"Helping you be more in control and supported in what you choose to do."
Hugh Gordon Kilpatrick - AUTHORISED REPRESENTATIVE NO: 264946 - is an Authorized Representative of INTERPRAC FINANCIAL PLANNING Pty Ltd ABN: 14 076 093 680 - AUSTRALIAN FINANCIAL SERVICES LICENCE No. 246638
https://moneysmart.gov.au/financial-advice/financial-advisers-register#!id=000264946
"Nick is the best person I have ever dealt with. He really cares about me - I can tell. You can be very proud of him."
Nicholas Kilpatrick
Service and Administration Manager
Nick began his career in 2012. He helps you sort out the paperwork to do with your financial well-being - income from your super, applying to Centrelink for a pension, a Centrelink health card, and keeping Centrelink updated. A Centrelink query, lump sum withdrawal to fund your lifestyle, and any other financial and personal matter. Retirement planning, and life in general, involve a fair bit of paperwork!
A guide that contains information about the entity providing you with financial advice. It explains the process you can expect to go through, the experience and qualifications of the person assisting you, the financial services offered, a fee that may be charged and how the person or company providing this service deals with a complaint.
FSG 1 Jul 2021 - Adviser Profile 30 Aug 2021 (pdf)
DownloadA home visit or an after-hours appointment is also available - we can do an in-person, online, or telephone initial obligation free chat. We do understand that financial advice, from saving and investing, through retirement planning, to aged care, requires tender loving care.
Mon | 09:00 am – 05:00 pm | |
Tue | 09:00 am – 05:00 pm | |
Wed | 09:00 am – 05:00 pm | |
Thu | 09:00 am – 05:00 pm | |
Fri | 09:00 am – 05:00 pm | |
Sat | By Appointment | |
Sun | Closed |
The material provided on this site is solely information or may be seen to be general advice only. It has been prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on anything on this site you are asked to please consider the appropriateness of the information, having regard to your own objectives, financial situation and needs.
A personal consultation is earnestly recommended.
Kilpatrick Financial Planning Pty Ltd as Trustee for The Kilpatrick Family Trust, ABN 12 348 213 209, is a Corporate Authorised Representative, Number 344286, of InterPrac Financial Planning Pty Ltd ABN 14 076 093 680 - Australian Financial Services Licence No. 246638.
are registered business names of Kilpatrick Financial Planning atf Kilpatrick Family Trust ABN 12 348 213 209
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