Where we can help
Discovering the opportunities that
lead you to success is the first and most important step.
We can help you by providing individually tailored plans for financial growth and success in the follow areas:
Wealth Creation/ Investments
SuperannuationRetirement PlanningRetirement Income Streams
Aged CareTax Planning
Personal/Business Insurance
Personal Estate PlanningBudgeting and Cash Flow ManagementRedundancy PlanningCentrelink Benefits
"The best time to plant a tree
was 20 years ago. The second best time is now" - Chinese proverb
This same concept applies with achieving any goal, be it education, lifestyle or financial. So don't put off until tomorrow, what you can do today...book an appointment and discover your options now.
This same concept applies with achieving any goal, be it education, lifestyle or financial. So don't put off until tomorrow, what you can do today...book an appointment and discover your options now.
How we work - it's a journey
Step 1
Book your Discovery Meeting
Getting to know you! Understanding what is important to you and your unique situation, your aspirations and concerns; and determining if or how we can assist you. Once we identify how and where we can help, we will let you know of our professional fees to engage our services.
Step 2
Research & Prepare Strategies
Commence research into your financial position to ensure we have a thorough understanding, this will allow us to tailor your plan specifically to you and your needs for a successful outcome..jpeg)
Step 3
Advice Presentation Meeting
We present the blueprint for you to reach financial stability and long term financial security. We will educate you around the fundamentals of the strategy, so you understand the recommendations and what is required of you to achieve your goals..jpeg)
Step 4
Implentation of Advice
We will facilitate the implementation of the advice strategy recommendations, and schedule any necessary follow up meetings to ensure your plan is successfully implemented..jpeg)
Step 5
Modify, Adjust & Keep you on track
We will monitor your progress, keep you accountable when it matters, navigate you around political and legislative updates and inform you of potential risks or opportunities along the way. We are there for you to contact whenever the need for advice arises. We will also provide regular reviews to ensure your plan stays on track.
Professional relationships
We partner with reliable industry professionals, so if you require a referral, please ask and we will be happy to put you in touch with someone whom we value to do the right thing by you:
LawyersAccountantsEstate planning Mortgage Brokers
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Dealer Group
KDM Financial & Estate Planning Pty Ltd, AFSL 516642
Level P1, 120 Chalk Street, Lutwyche QLD 4030
Australia
Our financial planning and associated services are offered through a partnership with KDM. This alliance ensures we have full access to the research, administration and other services only a major financial institution can afford, while still allowing our practice to stay small enough to provide friendly and personal services to our clients.
This experience, combined with our leading edge strategic advice capability, means we are placed to offer you high quality personal financial services; each finely tuned to your particular needs to ensure you achieve your vision of a secure financial future.