Hillross

KBH Financial Planning
Est 2000
Suite 9, 318-322 Stephensons Road, Mount Waverley, VIC, 3149
KBH Financial Planning is committed to educating and empowering our clients to make informed financial decisions so that money and financial stability is no longer a fear or concern.
What's your idea of Financial Freedom?

Qualifications
& Memberships

  • Certified Financial Planner
  • Chartered Accountant
  • Fellow of the Financial Services Institute of Australia
  • Financial Planning Association (FPA)
  • SMSF Association of Australia

Areas of
Expertise

Corporate superannuation
Estate planning
Insurance
Investments
Retirement
Self Managed Super Fund
Superannuation

With money and financial stability among the top three fears of many Australian, KBH Financial Planning was established to provide financial and investment planning services. We take the time to understand and care about our client’s current and desired financial position. Drawing on our experience and professional education, we explain in plain English, how to set the strongest foundation to construct and maintain the most appropriate financial position given their situation. Their Financial Freedom becomes a shared responsibility.


Meet our team

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Shawn Hennig
Financial Planner

We make money simple to understand, to give back control and free up your time to…

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David Palermo
Practice Principal

We make money simple to understand, to give you back control and free up your time…

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Wendy Yates
Financial Planner FcHFP

Wendy commenced in the Financial Services industry in 1989 where she worked…



Testimonials

Income Protection Advice
by Wendy Collier | Boronia | May 20th 2015

“David is fanstastic in giving advice that is thorough, easy to understand & relevent to me. He has helped me in my financial situations and is a very trustworthy adviser. I highly recommend him to anyone seeking financial advice.”

Aged Care Advice
by Max Merkel | Albury | Nov 25th 2014

“David is contactable at anytime for advice and has always followed up with any request or inquiry. Patiently explains any advice which I don’t fully understand or question. I am confident he is working in my best interest.”