KDM Financial and Estate Planning
Banking and Financial Services - Milton, QLD
KDM Financial and Estate Planning based in Brisbane specialises in financial planning & investment advice, insurance & risk management, estate planning, retirement planning, and so much more.
KDM Financial and Estate Planning, founded by Kris Martin in 2008, was formed to help individuals and businesses through the complex maze of wealth creation, superannuation, personal insurance and risk management.
Kris, along with 15+ years financial planning experience, has an Advanced Diploma of Financial Services (Financial Planning), a Bachelor of Business, is a Fellow Chartered Financial Planner, a member of the Association of Financial Advisers and is currently completing his Executive Masters of Business Administration with the Queensland University of Technology (QUT).
KDM Financial and Estate Planning services include:
• Budgeting and cash flow management
• Debt structures and management
• Investment management
• Superannuation and retirement planning
• Insurance and risk management
• Small Business Advice
• Estate Planning
Should you have any enquiries on our financial services, feel free to contact KDM Financial and Estate Planning today!