KDM Financial and Estate Planning - Lutwyche
120 Chalk Street, Lutwyche Queensland 4030
About KDM Financial and Estate Planning - Lutwyche
Welcome to KDM Financial and Estate Planning - Lutwyche! Located at the prestigious Chalk Street, our institution stands as a trusted establishment that caters to all your financial and insurance needs. As a leading finance and insurance agency in Australia, we are committed to providing top-notch services and serving as a point of interest for individuals and businesses alike.
At KDM Financial and Estate Planning - Lutwyche, we understand the importance of effective financial planning and robust insurance coverage in today's fast-paced world. With our team of experienced professionals, we offer comprehensive solutions tailored to your unique requirements. Whether you are seeking assistance with investment planning, retirement strategies, estate planning, or simply looking to protect your assets through insurance, we are here to guide you every step of the way.
As an institution deeply rooted in the Australian financial landscape, we pride ourselves on our in-depth knowledge of local regulations and market trends. This allows us to provide personalized advice and strategies that align with your goals and aspirations. With a strong focus on customer satisfaction, we strive to build long-term relationships based on trust and transparency.
At our Lutwyche branch, you will find a warm and welcoming environment where our dedicated team is always ready to listen, understand, and address your concerns. We believe that financial planning should be a collaborative and educational process, ensuring that you have a clear understanding of your options and the potential outcomes.
Our commitment to excellence extends beyond our services. We continuously invest in cutting-edge technology and stay up-to-date with industry advancements to provide you with the most efficient and secure financial solutions. Rest assured, your financial well-being is in safe hands with KDM Financial and Estate Planning - Lutwyche.
Conveniently located at 120 Chalk Street, our institution is easily accessible and offers ample parking facilities. Whether you are a local resident or visiting the area, we invite you to drop by and experience our exceptional services firsthand.
In summary, KDM Financial and Estate Planning - Lutwyche is an esteemed establishment, finance, insurance agency, and a prominent point of interest in Australia. With our commitment to personalized service, extensive expertise, and a client-centric approach, we are here to help you navigate the complex world of finance and insurance, ensuring a secure and prosperous future. Contact us today to schedule a consultation and take the first step towards financial peace of mind.
Photos of KDM Financial and Estate Planning - Lutwyche
Suite 2.05, Level P1/120 Chalk St, Lutwyche QLD 4030, Australia
Opening hours of KDM Financial and Estate Planning - Lutwyche
Monday:
08:30 - 16:30
Tuesday:
08:30 - 16:30
Wednesday:
08:30 - 16:30
Thursday:
08:30 - 16:30
Friday:
08:30 - 16:30
Saturday:
Closed
Sunday:
Closed
Reviews of KDM Financial and Estate Planning - Lutwyche
"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."
"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."
"I engaged Shaye from KDM to review my Super and she was able to point out some ways I could a) save money on fees b) grow the superfund by making some tweaks to investment choices c) tweak the amount of insurance I had without costing premium I was grateful for her advice! Highly recommend Shaye and the KDM Team!"
"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."
"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."
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