Financial Planning
Investment, superannuation and retirement planning from Brighton chartered accountants who understand your complete financial picture.
Financial advice works best when it's integrated with your accounting. At KK Partners Group, your financial advice and accounting are coordinated by the same team — so your super strategy, investment decisions and tax position all work together, not in silos.
Our financial advice covers superannuation optimisation, investment planning, retirement income strategies and wealth protection. We take a practical, long-term approach — helping clients build and protect wealth at every life stage.
Speak with one of our principals about how we can help your specific situation.
Book a Free Chat →Common Questions
For many clients, integrated advice — where your accountant and financial planner work together — is more effective than two separate professionals who don't communicate. We provide coordinated advice across both disciplines.
ASFA estimates a comfortable retirement requires approximately $640,000 for a couple and $545,000 for a single person (2024 figures), supplemented by some Age Pension. The right target depends on your lifestyle expectations, health and other assets. We'll model your specific situation.
Ideally in your 40s — but it's never too late. The earlier you start, the more time your contributions and investment returns have to compound. If you're within 10 years of retirement, there are still significant strategies available.
A TTR strategy lets you access your super as a pension while still working (once you reach preservation age). Used correctly, it can boost your super balance and reduce your tax. It requires careful modelling — we'll assess whether it suits your situation.
Investment choice depends on your risk tolerance, investment timeframe, income needs and tax position. We assess your complete financial picture before recommending an investment approach.
Yes. We don't use generic templated advice. Every client receives a Statement of Advice specific to their financial position, goals and circumstances.