KDM Financial and Estate Planning - Lutwyche

My wife and I went to see Luke and his team as we don't have time nor the knowledge for what to do with our insurances, super and wealth creation. I found Luke is at the top of his field and he can explain complex strategies in a way the 'person on the street' can understand. I have even recommend my mum and in-laws to go and see him. Financial well being is a cornerstone for a happy life. For anyone out there who thinks 'I don't think I can afford an adviser' I have two things to say to that.1. You would be surprised at how affordable it is.2. Can afford not to have an adviser in these uncertain economic times???Thanks again Luke and KDM.

I was introduced to Ahmet who has been incredibly efficient and provided outstanding prompt service and advice during a difficult time. Thanking him for always being a phone call away and taking into account my personal circumstances when advising me. Thanking you for making this process less stressful.

highly recommended Shaye and KDM Financial Advisers. very knowledgeable and experienced about their products & services. they have vast majority of products and services for all aged groups .

Highly Recommend KDM Financial and Estate Planning ..Kris and Luke's holistic committed approach to my financial wellbeing saved me thousands and improved my quality of life . . Luke's knowledge and expertise exceeded all expectations to design strategies for an innovative financial plan that suited my needs and partnered with me at every step .I felt very taken care of . Nothing was too much trouble . Efficient prompt astute knowledgeable enthusiastic caring .. Everything you could ask for and more ,

Luke (Partner at KDM) was exactly what we had been searching for, for years now. Not only clearly skilled in his areas of expertise but also very easy to get along with and chat to about any of our needs. If he didn't know the answer himself he would find out from others, yet remain our point of contact... perfect! Luke has given us the confidence and ability to plan and execute for a secure financial future after being burnt in the global crisis many years ago with another financial adviser. We can't thank him enough for all he has done for us to date and we look forward to a fruitful loyal and mutually beneficial relationship for many years to come!

We cannot thank Shaye enough for sorting out our super and insurances. Shaye took care of everything and kept us informed along the way. Highly recommend.

We are so happy we’ve found KDM Financial and Estate Planning and their services are second to none, DO NOT GO ANYWHERE ELSE! Luke and his wonderful staff are the best, something you won't here but I have never laugh so much than dealing with our money. They make us feel that anything is possible and goals can be achieved. They helped us out with so much, thank you for your great service and we look forward to long relation ship.

I engaged Shaye from KDM to review my Super and she was able to point out some ways I coulda) save money on feesb) grow the superfund by making some tweaks to investment choicesc) tweak the amount of insurance I had without costing premiumI was grateful for her advice! Highly recommend Shaye and the KDM Team!

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.

We were very pleased with Shaye our financial planner. She took the time to get to know us and what our needs were. Shaye has a good knowledge and understanding of Superannuation and guided us through this process. We would highly recommend Shaye and the team at KDM Financial & Estate Planning.