Our Team

Our team’s commitment to lifelong education and innovation, provides us with the experience, qualifications and systems necessary to provide professional, bespoke advice to you.

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.

Holistic Approach

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.

Client First

Our advice is carefully constructed to ensure it is in your best interest. We are not affiliated with any product providers.

Who We Serve

We provide our services to various occupations. Here are examples of common occupations we serve.

  • Retirees
  • Professionals of all kinds
  • Business Owners
  • Corporate Executives
  • Non-Profits Foundations & Directors
  • Expatriates
  • Divorcees