Why KWM?

KWM Financial Consultants develop personalised, constantly evolving relationships with our select clientele to ensure financial goals are met and desired lifestyles are achieved and protected – now, in retirement and in the legacy you leave to those important to you.

Our holistic service seamlessly integrates investment strategies, superannuation, retirement and estate planning with insurance requirements. Drawing on extensive experience in senior positions in top financial institutions, our planners have assisted high- wealth individuals, professionals and retirees realise their financial potential.

KWM Financial Consultants depth of knowledge and experience provides much more than the “one-size-fits-all” financial packages offered by retail-like financial organisations. We strive for the very best performance, including special opportunities such as private capital investments, while balancing risk and return and implementing protective diversification strategies.

Our general policy of fee for service, while rebating commissions back to our clients, is reassurance that investment and insurance decisions are never influenced by any factor other than your best interests.

KWM Financial Consultants carefully implement and manage approved strategies on your behalf, taking the hassle out of managing your financial affairs. Importantly though, we keep you constantly updated on activities and are always available to discuss your changing circumstances, review performance and tailor your investment strategy.

To begin your journey with a trusted advisor, contact KWM Financial Services.

KWM Financial Consultants
T 02 9238 2288     E email us
Australian Financial Services Licence 401108
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