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OUR SERVICES

COMPREHENSIVE WEALTH MANAGEMENT

KMD bring together all aspects of financial planning, retirement / income strategies, risk / tax management and estate planning to provide a much higher value service than investment portfolio management in isolation. Below is a summary of the individual ‘mechanics’ that make up our comprehensive wealth management service.

REVIEWING YOUR PENSION

Essential to keeping your pensions working to your full advantage.

 

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REVIEWING YOUR INVESTMENTS

A regular once-over just to give you that extra added peace of mind.

 

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TAX & ESTATE PLANNING

Find the right arrangement or combination of plans to suit your needs.

 

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INVESTMENT PORTFOLIO MANAGEMENT

Identifying your goals and optimising your portfolio for today and the future.

 

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FINANCIAL PLANNING

Managing your wealth starts with a well thought-out financial plan.

 

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SECOND OPINION

For family and friends to informally chat about their finances without commitment.

 

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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.