KDM Financial and Estate Planning

KDM Financial and Estate Planning is an Australian-based financial services startup founded in 2008. The company's slogan "Securing your Legacy" reflects its mission to provide tailored and holistic financial advice to self-employed professionals and small business owners. KDM Financial distinguishes itself by advocating a goals and objectives based financial planning process, aimed at protecting families, businesses, and incomes. The team's commitment to lifelong education and innovation equips them with the necessary expertise to help clients reach their financial goals. This dedication to ongoing education positions KDM Financial as a standout in the industry, ensuring that clients receive professional, bespoke advice. The company's emphasis on building relationships based on mutual trust, integrity, and respect fosters a familial environment where clients are treated with the utmost care and consideration. As of now, there is no public record of last investment or participating investors. Overall, KDM Financial and Estate Planning combines a client-centered approach with a commitment to excellence in financial planning, making it a noteworthy player in the finance and financial services industries.