How Coraggio's strategic guidance, helped this KDM Financial & Estate Planning company take a holistic business approach
KDM Financial and Estate Planning, founded by Kris Martin in 2008, was formed to help individuals and businesses through the complex maze of wealth creation, superannuation, personal insurance, and risk management.
We advocate goals and embrace objectives based on financial planning process, to provide our clients with tailored and holistic financial advice.
We assist our clients in setting long-term goals so they can safely generate a legacy for their family. Members of our team have made a lifetime commitment to education that provides us with the experience and expertise necessary to facilitate our clients to reach their financial goals.
Our team’s investment in lifelong education and innovation provides us with the experience, qualifications, and systems necessary to provide professional, bespoke advice for our clients.
At KDM Financial & Estate Planning, we view each of our clients as family, building relationships based on a foundation of mutual trust, integrity and respect.
Reasons for choosing Coraggio
To expand my network and increase my knowledge/contacts required to take my company to the next level.
How we use Coraggio
Coraggio provides me with a structured and accountable platform to focus on my company external to the financial services profession.
The verdict
5 reasons why I love Coraggio:
- Positive and friendly team
- Transparent and robust board discussions
- Opportunity to express yourself
- Quality discussion with like-minded people
- Broad range of diverse, unbiased input
Industry
Financial & Estate Planning
Company size
> 20
Location
KDM Financial has offices in Milton, Mt Gravatt, and Lutwyche. However, they service Brisbane, Sunshine Coast, Gold Coast, Toowoomba, Mackay, Newcastle, Sydney, Melbourne, and Darwin.
Key outcomes
- I’m more focused and driven to achieve my goals
- My professional confidence has increased due to having a “sound board” for my plans
- Business targets are becoming more realistic instead of just setting my expectations high
- I have developed more efficient processes and accountable systems for my team
- I feel any potential issue or drama I may face can be overcome by discussing possible outcomes with my advisory board
Kris Martin
Managing Director, KDM Financial