Callum Winlaw

As a couple who were getting ready for retirement we made the decision to seek out help just to be sure we were on the right path. After a few failed attempts we gave KDM a call. At our first meeting we were placed in Callum’s hands. He looked at our position and with in a week got back to us with advice and strategies we may like to incorporate. Any changes we made or rejected were explained in depth. Callum has since this time arranged all changes and communicated at all times. Myself and Donna would have no problem in recommending Callum and KDM to anyone looking for advice. We hit a few rough spots at the start but are so pleased to end up finding Callum and the team at KDM. Very professional and personal service.

We are self funded retirees of 12 years. We wanted to change from where we were invested and receiving advice. I contacted the Super Fund that I intended to invest in but quickly understood I needed professional help to change. They had a list of recommended Financial Advisers. We picked KDM and were very lucky to get Callum Winlaw. His knowledge is good and quickly understood our needs. He is personable and always responds to any requests we have. We have made some financial decisions in the last 12months and have needed Callum's advice. He is knowledgeable, very easy to deal with and I highly recommend him.

After having an existing policy cancelled by an adviser from a different firm I sought Callum's assistance in setting up new policies as a matter of urgency. Callum presented a suitable product within 24hrs and was extremely helpful in having the policies put in place ASAP. I am very grateful for Callum's and KDM's help throughout the process.

Moving/retiring to Australia from New York/USA we found dealing with banks, government agencies to be very complicated and Callum was a Godsend helping us set up our Superannuation account and giving us advice and help with setting up our My Gov and Centrelink accounts which without his help we couldn't have done it. He is very patient, extremely knowledgeable about the market and his investment advice has been excellent. Callum has taken a huge load off our shoulders and made our retirement more enjoyable as a result of his professionalism.