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HOW WE WORK

TAKE CONTROL OF YOUR FINANCES

Find talking about money can be a little daunting? At KMD, we strike a perfect balance of empathising and educating without patronising, and informing and advising without being overly technical or throwing unnecessary jargon around. We prevent your emotions motivating bad decisions and our trademarked solution, The 4Drawer Approach™, ensures the right assets are in the right ‘drawers’ at the right time, with the right level of access. The outcome is a comprehensive, considered ‘Income Strategy’ that affords you a clearer, healthier relationship with your money.

TAKING THE NEXT STEP

In order to understand the best way to manage your money, we need to fully understand you - and the best way to do that is a face-to-face meeting with a KMD partner. We do ask some challenging questions, to challenge your own view of your wealth and clarify your goals and aspirations, but we guarantee you will leave our initial meeting with a better understanding and, more importantly, a renewed confidence in your financial future.

 

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BECOME A CLIENT

KMD’s services are tailored to meet the needs of high net worth individuals. To determine whether these are suited to you, please answer these few simple questions.