LIVING THE VALUES

P R A C T I > CL

WE STRIVE TO DELIVER THE BEST POSSIBLE EXPERT financial ADVICE AND SERVICE TO OUR CLIENTS.

Our Core Values reflect the attitudes and actions we demonstrate as a team. They are practical and memorable.

KMD commitment

We create strong long-term client and professional relationships


We deliver thoroughly researched and appropriate financial planning and investment management advice
We deliver exemplary client service, supporting positive outcomes to help clients achieve their financial goals and get the most out of their personal life plans


Our guiding principles

We identify with clients as people first – their assets do not define them


We recognise the importance of getting to know them as individuals and understanding their unique personal, financial and lifestyle needs
Our attitudes and actions reflect our mission to not only meet but
exceed expectations
Through our communications and actions, clients can be confident we always represent their best interests


OUR CORE VALUES

KMD team members work together according to a set of Core Values. These are PRACTI>CL and reflect our commitment to ensuring that clients remain our priority:

PRACTI>CL
CORE VALUES

    P PROFESSIONALISM

    We display our professionalism through our skills, qualifications, experience and attitude during the course of our dealings with anyone coming into contact with KMD

    R RESPONSIBILITY

    Team members assume responsibility for all aspects of their role without the need for constant management. We take the responsibility for protecting client data extremely seriously

    A ADDING VALUE

    Prior to appointing new team members they complete a test. This is to ensure they exhibit the characteristics and traits expected of those working in our team as well as for their specific role. One of the characteristics we seek is the willingness to identify and suggest improvements to our processes and client services. We are therefore primed to identify ways in which we can individually and, collectively, add value to what we do

    C CREATIVITY

    There are many situations in which we will demonstrate creativity. For example, through the ways in which we approach financial challenges and develop expert and innovative solutions for clients. How we address communications or logistical matters connected with their management. How we review our business model and find ways to develop new methodologies. When arranging team events for staff, that the experience and content will inspire and further motivate. In all these situations, we encourage creativity and openness to deliver the most effective outcomes

    T TEAM ORIENTATED ACTIONS

    Our operational structure and corporate philosophy promote team working. This is because we want to derive the best outcomes for clients through the management and sharing of ideas and task delivery. On a daily basis, we demonstrate our commitment to and pleasure in, supporting our clients

    I INTEGRITY

    Our activities and deliverables are imbued with a strong sense of responsibility as all members of our team care deeply about what they do. Every team member is focused on providing the best possible service to our clients, whatever their role. Integrity is inherent within us all

    >CL CLIENTS - OUR PRIORITY

    Our Core Values drive us towards one goal - CLIENTS COME FIRST

PRACTI>CL
CORE VALUES

    P PROFESSIONALISM

    We display our professionalism through our skills, qualifications, experience and attitude during the course of our dealings with anyone coming into contact with KMD

    R RESPONSIBILITY

    Team members assume responsibility for all aspects of their role without the need for constant management. We take the responsibility for protecting client data extremely seriously

    A ADDING VALUE

    Prior to appointing new team members they complete a test. This is to ensure they exhibit the characteristics and traits expected of those working in our team as well as for their specific role. One of the characteristics we seek is the willingness to identify and suggest improvements to our processes and client services. We are therefore primed to identify ways in which we can individually and, collectively, add value to what we do

    C CREATIVITY

    There are many situations in which we will demonstrate creativity. For example, through the ways in which we approach financial challenges and develop expert and innovative solutions for clients. How we address communications or logistical matters connected with their management. How we review our business model and find ways to develop new methodologies. When arranging team events for staff, that the experience and content will inspire and further motivate. In all these situations, we encourage creativity and openness to deliver the most effective outcomes

    T TEAM ORIENTATED ACTIONS

    Our operational structure and corporate philosophy promote team working. This is because we want to derive the best outcomes for clients through the management and sharing of ideas and task delivery. On a daily basis, we demonstrate our committment to and pleasure in, supporting our clients

    I INTEGRITY

    Our activities and deliverables are imbued with a strong sense of responsibility as all members of our team care deeply about what they do. Every team member is focused on providing the best possible service to our clients, whatever their role. Integrity is inherent within us all

    >CL CLIENTS - OUR PRIORITY

    Our Core Values drive us towards one goal - CLIENTS COME FIRST

REVIEW YOUR SITUATION

  • KMD Private Wealth Management services are tailored to meet the needs of High Net Worth individuals and families.

    If you would like to have an initial conversation with one of our experienced chartered planners to briefly outline your current challenge/s, please call us or complete the form below. You will be under no obligation to use our services, but we hope will find the experience helpful in working through your priorities and deciding on next steps.

Top