KDM Financial and Estate Planning - Lutwyche - Lutwyche, QLD

WAHM L.

Thank you Chase Marshall. Chase has managed my Dads financial interests for many years. We cannot express how grateful we are to have Chase as his advisor. He is incredibly professional, respectful, patient and understanding of my Dad’s needs and always has time for him no matter what. He definitely knows his business!
We highly recommend Chase at KDM Financial.

Tim D.

My wife and I have been very pleased with the care and attention to detail in our retirement planning provided by Dane and Sabina at the Lutwyche KDM Office. Their professional practice and extensive knowledge of the opportunities and pitfalls of superannuation have been much appreciated. We would highly recommend this group for retirement planning.

Joanne R.

Our experience with Dane Pevy and Sabina Kapali at KDM has been excellent. They guided us through retirement planning with clear explanations, regular meetings, and quick responses. Always attentive to tax and Centrelink implications, they made everything easy to understand. We highly recommend them for reliable financial advice.

Simon C.

I cannot recommended Chase and his team highly enough, his knowledge of what is a financial minefield is second to none, if you want peace of mind, sound advice and a solid financial return then Chase is by far and away the person you need to talk to.

Amy A.

Wonderful team at KDM financial. Kai wee and Wilson are so knowledgeable. I highly recommend these people.

genevieve W.

We have been self funded retirees for 12 years and wanted a change from our Retirement Fund and Advisors. We were recommended KDM and were introduced to Callum. He was extremely helpful and we were very happy with his advice and changes that we needed to make. very knowledgeable and easy to deal with. Highly recommend KDM and Callum.

Melinda F.

We can highly recommend KDM Financial. I met our adviser Callum at a networking event and made an appointment to see him. My husband was not happy with our last adviser but after our first meeting with Callum Paul agreed to sign up with KDM. Callum has helped Paul transition to retirement and Callum has been there every step of the way navigating me through an income protection claim. Callum is always available if we have questions or need advice. Callum is very knowledgeable and personable. We hope Cullum and KDM can look after us for many years to come. Melinda and Paul.

Darren G.

Shaye and her team from KDM Financial are amazing.

Her industry knowledge is truly incredible, multi-layered, and very obviously comes from a wealth of experience. Shaye's ability to communicate every aspect of financial planning to help me understand both my current financial situation and how best to plan my future financial direction was clear, in a language I could understand, very detailed and professional.

For someone who struggles a little with understanding the general financial landscape, the minefield of investment opportunities, basic money management and even personal insurance, I honestly find Shaye to be the best financial advisor I've ever spoken to.

With Shaye's guidance, retirement is looking good.
Thank you, Shaye.