Joel Bullimore

We have no hesitation in recommending Joel Bullimore of KDM Financial and Estate Planning.

Having had two negative experiences with financial planners in the past, we were obviously concerned about engaging someone to help us negotiate the streaming of our super.

The task of streaming the super was not straightforward and the task was beyond us.

We sought help from our accountant, and she recommended Joel. Joel was their go-to-person for jobs like this.

JoeI, aided by Vincent Aw, ticked all boxes. The cost was reasonable and was clearly explained to us at the outset.

As with most people there were a few things which we did not understand. Joel patiently and clearly explained everything.

Had we not used Joel, we would have landed ourselves in a financial minefield. As it is, we are in the process of streaming our super, and once we were over the initial skepticism, it has been very stress free.

Joel has always been very helpful when I have needed advice. His friendly and approachable manner is always welcoming and reassuring when it comes to my financial matters. Totally would recommend Joel to family and friends if they were in need of any financial advice. Thanks Joel. 5 stars.

Joel is very knowledgeable and professional, also easy to approach if I have any questions to ask. Highly recommended.

Our prior financial Planner recommended Joel to us so we are relatively new customers. From the beginning he put us at ease with his knowledge of our affairs and we found him easy to talk to, he will listen, and he is easy to contact. We are very happy with his service and advise to date.