Kris Martin
KDM Financial and Estate Planning
Hi there - I am excited to introduce myself. With over 20 years of experience in the financial industry, I specialise in helping clients like you achieve their financial goals through personalised and strategic planning.
My approach is centred around understanding your unique financial situation, goals, and aspirations. Whether you're looking to invest for the future, plan for retirement, or manage your wealth more effectively, I am here to provide expert guidance and support every step of the way.
I look forward to working with you and helping you navigate the complexities of financial planning. Please feel free to reach out to me if you have any questions or would like to schedule a meeting.
Thank you for the opportunity to assist you with your financial needs.
Expertise
My fees
Our fees vary depending on the areas and complexity of the advice. We will be transparent with any associated fees throughout the process and you will be given a quote before you proceed any further.
Initial meeting: Free
Initial advice fee: Minimum $3,650
50% of the initial advice fee is to be paid prior to commencing the preparation of Statement Of Advice (SOA). The remaining of the initial fee is once you have signed the SOA.
The ongoing service fee is based on the service package you choose. We will discuss the package that is most appropriate for you during your meeting. It can be a fixed fee or based on the percentage of the funds under management.
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 3
- First year providing advice 2001
- Years of experience 24
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Highest qualification
- Master of Business Administration
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Language spoken
- English
KDM Financial and Estate Planning
Suite T205, 543 Lutwyche RdLutwyche, QLD 4030 1375 Logan Rd
Mount Gravatt, QLD 4122
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
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In person
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Phone
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Video call
Licensed by
KDM Financial and Estate Planning
AFSL 516642
