Financial advice that’s personal, ongoing and built on lasting relationships.
Financial advice is about money, but numbers are only part of it. Understanding the person behind those numbers — their family, priorities, concerns and plans — is just as important.
Many of my clients have been with me for more than 10 years. Over that time, I’ve come to know their financial circumstances and what matters most to them. Those genuine long-term relationships are at the heart of EvK Financial Planning.
Services for now and your future
Financial planning is rarely about one decision at one point in time.
My role is to understand your overall circumstances and help you make good financial decisions as your life changes. For many of my clients, our relationship begins as they approach retirement and continues well into retirement and later life.
Income and retirement
We can structure your finances as you approach and move through retirement, including:
- retirement income planning
- superannuation and pension strategies
- investment management
- cash flow and capital requirements
- Age Pension and other Centrelink entitlements.
The aim is to give you confidence that your finances will support the lifestyle you want to maintain.
Managing and protecting your wealth
Your investments need to provide for your current needs while also considering the years ahead. Markets also change, and your strategy can change with them.
Get advice to help manage your investments, maintain an appropriate balance between growth and capital preservation, and ensure sufficient funds are available when you need them.
Later life and aged care
Financial decisions can become more complicated as we get older — particularly when health, care or living arrangements change.
You and your family can have our assistance to:
- understand and plan for aged care
- navigate financial decisions around support at home or residential care
- be aware of Centrelink and Age Pension implications
- manage investments and cash flow as needs change
- work with family members when additional support is required.
Having someone who already understands your financial position can make these decisions considerably easier.
Looking after the people you care about
We can ensure your financial arrangements complement your estate planning and reflect your wishes for your partner and family.
When a client passes away, I can support their family through the financial matters that follow — helping to simplify the process, manage the necessary administration, and guide them through the decisions that need to be made. Having this ready minimises financial stress at a time when everyone is already in emotional turmoil.
For many of my longstanding clients, the relationship built extends to their partner and family, allowing me to provide continuity and support when it matters most.
About us
Emily van Kampen
Financial Advisor
My interest in finance started early in life. Growing up, Mum and Dad ran their own lawn mowing business, with Mum taking care of the books. I loved helping her balance the general ledger and using the adding machine.
As I got older, that interest in finance only grew. While my friends were reading teenage magazines, I was reading Paul Clitheroe’s Money magazine. Looking back, it’s probably no surprise that I eventually found my way into financial planning.
Now, I’ve been a financial adviser for 15 years. For the past 7 years, I have worked as a self-employed adviser, developing my own practice.
I particularly enjoy working with people as they approach retirement, throughout retirement and into later life. Over the years, I have also come to support many of my clients’ partners and families as their circumstances change.
EvK Financial Planning is built around personal, ongoing relationships and a client base that allows me to remain closely involved.
My aim is simple: to give you clarity and confidence in your financial decisions, and to be someone you know you can call when circumstances change.
Kerene Glossop
Client Support
Kerene is the friendly voice at the end of the phone and someone who genuinely cares about helping people. She understands what goes on behind the scenes and keeps everything running smoothly.
Outside of work, family is a big part of Kerene’s life, and she loves spending time with her grandchildren. She’s passionate about all things tennis and also enjoys travelling.
New clients
EvK Financial Planning has been established primarily to provide ongoing advice and support to existing clients. I deliberately limit the number of clients I work with so I can remain personally involved and provide the level of service that is important to us both.
While I’m currently at capacity, from time to time, I may be able to assist someone whose circumstances are particularly suited to my areas of advice.
You are always welcome to get in touch, and we can let you know how we can help.
Contact
Send us a message and we’ll get back to you.
Office
We can meet in person at two locations — Osborne Park and Mundijong. Alternatively, we can talk by phone or Microsoft Teams. All appointments by prior arrangement, so please contact us to organise a time and location.
Osborne Park
Garden Office Park Offices
Building C, Level 2
355 Scarborough Beach Road
Osborne Park 6017
Western Australia
Mundijong
Mundijong 6123
Western Australia