KDM Financial & Estate Planning - Mt Gravatt - Mount Gravatt, Queensland

KDM Financial & Estate Planning - Mt Gravatt

Located at 1375 Logan Rd, Mount Gravatt QLD 4122, Australia, KDM Financial & Estate Planning - Mt Gravatt is a reputable financial consulting firm dedicated to providing comprehensive financial planning and estate planning services. With a phone number of 1300731372 and a website at kdmfinancial.com.au, the firm is easily accessible to its clientele.

Specializing in financial consultancy, KDM Financial & Estate Planning - Mt Gravatt offers a range of services including online appointments, on-site services, and wheelchair accessibility, making it a convenient choice for individuals seeking professional financial advice. Other points of interest include a wheelchair-accessible car park, entrance, and toilet, demonstrating the firm's commitment to accessibility and customer service.

With an impressive average opinion rating of 5/5 based on 56 reviews on Google My Business, KDM Financial & Estate Planning - Mt Gravatt has earned a stellar reputation among its clients. Many reviewers praise the firm's no-nonsense approach, regular follow-ups, and flexibility in accommodating changing circumstances or financial preferences. One satisfied client notes that their assets are now working optimally to support them, thanks to the expert guidance provided by financial planner Luke Marshall.

Overall, KDM Financial & Estate Planning - Mt Gravatt stands out as a reliable and client-focused financial consulting firm, offering exceptional services and personalized attention to help individuals achieve their financial goals.

👍 Reviews of KDM Financial & Estate Planning - Mt Gravatt

scott L.

5/5

I've been a client of KDM since 2023, supported primarily by Luke Marshall providing Estate Planning and Financial Planning services. My experience has been excellent, with no-nonsense advice and without any financial products being forced on me. I am particularly impressed with the regular follow ups and the flexibility to accommodate any change in my circumstances or financial preferences. Overall I believe that Luke has helped me attain a position where my assets are working optimally to support me. Highly recommend.

A W. O.

5/5

We have used KDM Financial Planning for the past 2 years after many poor and lacklustre experiences elsewhere. We find the service and advice excellent, in particular we see partner Luke Marshall as our trusted advisor, guiding us into realistic retirement outcomes. What we value most is the common sense approach to our situation and the advice that is grounded in fact and data. Luke never gilds the lily, he tells you as it is and acts as an advisor, friend and confidante. The business is all about ensuring we are well informed on statutory changes, market information and key indicators of the market, to help and guide us make better decisions about our future. We highly recommend KDM and Luke Marshall, to anyone looking to improve their financial future and get valuable support in navigating a difficult financial environment.

Alice P.

5/5

Fantastic experience working with Kai to. Review my personal insurance policies. Kai has been a delight to work with, always happy to answer my many questions and through his hard work has helped me make substantial annual savings. I would highly recommend Kai and the great outcomes and service he provides 👌🏼👌🏼

Trevor C.

5/5

Luke Marshall has looked after my financial affairs at KDM for the past 5 years and in that time he has proven himself to be diligent and responsive to my changing financial needs. I have found Luke to be reliable and knowledgeable in regard to all my retirement planning needs and would happily recommend KDM Financial.

Gin N.

5/5

I would confidently recommend Lavika, Financial Adviser, KDM Financial & Estate Planning, Mt Gravatt office. Lavika tailors and explains my financial plan in an empowering, professional, and genuinely caring manner. Her knowledge of the financial market and performance history, gives me confidence in her advice and gives me control of my financial future. My daughter comes with me to every appointment, and Lavika breaks down my comprehensive financial plan in a way that is easy to understand. Thank you 🙂

Andrew A.

5/5

Luke has been absolutely brilliant. He’s on top of all our finances, a clear and strategic thinker, and helped us action key objectives. He’s also laid out a clear investment plan tailored to our partnership, giving us real confidence in our financial direction. From wills to superannuation, he’s helped future-proof our personal and business affairs with clarity and care. Highly recommend him and his team services through KDM Financial.

Annabelle A.

5/5

I sought advice about financial planning from Anoma. The experience has been highly informative and educational; my partner and I have felt reassured with the information shared. The ongoing communication with Anoma has been prompt, consistent, clear and responsive to challenging moments. Conversations conveyed a projected vision including prompting us to consider aspects to be managed in the legal web of positioning ourselves for current and future needs.
Diverse worldviews on various topics related to planning for ourselves and into the future are respected and listened to in all conversations, making contact safe and comfortable.

Ryan M.

5/5

Great service, fantastic support team. Lavika went above and beyond to implement the investment choices that were time criticaland made the process as easy as she could. I have been using KDM for over 8 years and couldn't be happier.