What We Do
We advocate and embrace a goals and objectives based financial planning process, to provide you with tailored and holistic financial advice.
We assist you in setting long term, holistic goals so you can safely build a legacy for your family. Members of our team have made a lifetime commitment to education that provides us with the experience and expertise necessary to help you reach their financial goals.
At KDM Financial & Estate Planning, we view each of our clients as family, building relationships based on mutual trust, integrity and respect.
Specialised in Various Areas
Each of our adviser has a specialisation, enabling us to provide high quality advice for different needs.
We don’t just look at one thing and call it a tailored advice. We take a look at every aspect of your personal circumstances and financial position to get you to where you want to be.
Our advice is carefully constructed to ensure it is in your best interest. We are not affiliated with any product providers.