KDM Financial

"To sell or not to sell is the question for moving into aged care"

To sell or not to sell is the question for moving into aged care - KDM Financial and Estate Planning Moving into residential aged care can trigger a range of emotions, particularly if it involves…

"Spend smarter and shop safer during sales"

Spend smarter and shop safer during sales - KDM Financial and Estate Planning Cutting back on overspending Whenever there’s a big sale event, like the upcoming Black Friday…

"Springing into action with a pre-approval in place"

Springing into action with a pre-approval in place - KDM Financial and Estate Planning As the real estate market begins to bloom with opportunities for homebuyers, for those who…

"Save for a house deposit"

Save for a house deposit - KDM Financial and Estate Planning Buying a house is exciting and life changing. It all starts with saving for the…

"Trauma insurance"

Trauma insurance - KDM Financial and Estate Planning A critical illness or serious injury can make it difficult to continue to work. Trauma insurance…

"A guide to combining finances for couples and newlyweds"

A guide to combining finances for couples and newlyweds - KDM Financial and Estate Planning What it means to combine finances Even if you have a strong relationship, there are…

Join us on Thursday, 26 September for an informative seminar on Special Disability Trust in Toowoomba!

A Special Disability Trust helps families set aside private funds for the care and accommodation needs of a family member with severe disabilities. This trust is designed to protect their interests and ensure they receive essential support without impacting their eligibility for government benefits.

Don't miss this valuable opportunity—secure your seat today!

Special Disability Trust - Seminar Understand the intricacies of Special Disability Trusts - Join Our Seminar to Get the Insights You Need

Remember that not getting what you want is sometimes a wonderful stroke of luck

What steps are you taking to secure your financial future?

"Investing cycles – Lessons from the Magnificent 7"

Investing cycles – Lessons from the Magnificent 7 - KDM Financial and Estate Planning When it comes to investing in shares, it’s often said that time is your friend.…

"Investment Property: Getting it right"

Investment Property: Getting it right - KDM Financial and Estate Planning With property remaining a high-priced asset, it’s more important than ever for investors to ensure…

"What is aged care like in Australia?"

What is aged care like in Australia? - KDM Financial and Estate Planning Key points: The aged care system in Australia has three main pillars — home care, residential aged…

Register for Our Upcoming Seminar and Learn Essential Strategies for Retirement and Estate Planning!

Click the link below or call us at 1300 731 372.

Mitchells Solicitors Australia

Send a message to learn more

"Mistakes to avoid when markets are turbulent"

Mistakes to avoid when markets are turbulent - KDM Financial and Estate Planning These three common mistakes are easy to avoid. Making them could be costly. Sharp downturns…

Underestimate your income, overestimate your expenses

With insurance premiums soaring, it’s wise to do your homework

"5 practical tips for getting your financial foundations right"

5 practical tips for getting your financial foundations right - KDM Financial and Estate Planning Think of your finances like your home: how its foundations are built and maintained determines…

"Transition to retirement: Access your super while you keep working"

Transition to retirement: Access your super while you keep working - KDM Financial and Estate Planning A ‘transition to retirement’ (TTR) strategy lets you access some of your super and keep…

Upcoming Seminar in Toowoomba - Thursday 26 September!

Essential Retirement and Estate Planning Strategies Thu Sep 26 2024 at 09:00 am, Burke & Wills Hotel, 554 Ruthven Street, Toowoomba Queensland 4350, Toowoomba City, Australia. Planning for Your Future: A Seminar on Retirement and Estate StrategiesAre you over 40 and starting to think about your retirement plans? Join us for an informative seminar

"Getting on top of debt"

Getting on top of debt - KDM Financial and Estate Planning While the Federal Government’s recent announcement about providing some relief for those with student debt…

"What’s all the noise about loud budgeting?"

What’s all the noise about loud budgeting? - KDM Financial and Estate Planning Loud budgeting is a trend that may have started as a joke but is being…

Are you ready for your retirement? Join us at a Seminar in Toowoomba filled with valuable information on Retirement and Estate Planning. Secure your spot now and start planning your future with confidence. Reservations are required for attendance, and spaces are extremely limited, so make sure to reserve your spot today!

Click the link below for more information:

https://www.eventbrite.com.au/e/998272719577?aff=oddtdtcreator

Meet Shaye! One of our passionate financial advisers at KDM Financial.

Married to Pryce, Shaye celebrated their love with a picturesque wedding in Bali. Their family adventure began with their charming cavoodle, Rolo, born in 2020, and they joyfully welcomed their second child, Miller, in 2022. 🥰

Originally from Mackay, Shaye has a passion for exploring the world, having visited around 40 countries 😮 and lived in London from 2017 to 2020. Their weekends are often filled with new adventures, from enjoying time on the water and going camping to exploring nature and discovering new places.

Outside of work, Shaye is connoisseur of fine wine and cheese and is currently on a quest to master crochet, but according to her, she is "failing miserably so far".

And here's a fun fact: Shaye can rap 'Shoop’ by Salt-N-Pepa! Who else can do that? 😆

"Rental expenses to claim"

Rental expenses to claim - KDM Financial and Estate Planning Rental expense categories There are 3 rental expense categories, those for which you: can claim a…

"10 money saving tips to help you reach your goals"

10 money saving tips to help you reach your goals - KDM Financial and Estate Planning Tips for saving money Being a good saver has plenty of advantages beyond your short-term…