KDM Financial

18/11/2025

Our team is celebrating a very special arrival. Congratulations to Shaye on the birth of baby August — we’re so excited for this new chapter for you and your family.

03/11/2025

Happy Monday, everyone!

We’re so grateful to receive such kind words from our clients. It’s stories like these that remind us why we do what we do — helping Australians achieve their financial goals with trust and confidence.

08/10/2025

It’s Financial Planning Week — a time to recognise how financial planning makes a real difference in people’s lives.

New research from the Financial Advice Association Australia (FAAA) shows that Australians who receive financial advice feel more secure, confident, and happier with their finances.

Want to learn more? Check out our latest blog post where you can explore the full findings and download the complete report.

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In a year marked by economic uncertainty and global volatility, the 2025 Value of Advice Consumer Research commissioned by the Financial Advice...

25/09/2025

We're proud to share a recent article by Luke Marshall CFP®, published in Money & Life.

Luke offers practical insights into managing Special Disability Trusts, helping families plan with clarity and confidence.

Read the full article here 👉 https://buff.ly/OGu2YI8

17/09/2025

📚 Quarterly Professional Development Day ✏️

Last Thursday, our team of advisers and associates came together for a full-day training session focused on sharpening both technical expertise and soft skills.

From deep dives into financial strategies to interactive workshops on communication and client engagement, the day was packed with valuable insights and collaborative learning. These sessions are a cornerstone of our commitment to continuous growth and delivering exceptional service to our clients.

👏 A big thank you to the guest presenters who contributed to making the day a success!

04/09/2025

⏰ Just 10 days to go until Bridge to Brisbane!

The team is gearing up for the most meaningful run of the year, and we celebrated with a Team Reward Day at Greca to recognise the effort and spirit everyone brings to our cause.

Please support our journey to raise funds for the Children’s Hospital Foundation — your donation will help us cross the finish line with purpose! 💛👟

https://b2bchildrenshospitalfoundation.gofundraise.com.au/page/KDMFinancial

25/08/2025

20 days until Bridge to Brisbane👟 ✨

Our team is running to raise funds for the Children’s Hospital Foundation QLD, and we’d love your support. Every donation, big or small, helps brighten the lives of sick kids across Queensland.

https://b2bchildrenshospitalfoundation.gofundraise.com.au/page/KDMFinancial

Donate today and cheer us on as we get closer to race day! 💛👟

20/08/2025

🌟 Exciting news! 🌟
Our Director, Luke Marshall, has been shortlisted for the FS Power 50 – recognising the most influential financial services professionals in Australia. 👏

This is an incredible acknowledgment of Luke’s leadership, vision, and dedication to helping clients achieve their goals here at KDM Financial and Estate Planning.

✅ You can show your support by visiting the FS Power 50 website link below and casting your vote for Luke. Every vote counts, and we’d love to see him recognised for the positive impact he’s making in the industry.

https://www.financialstandard.com.au/fspower50

Thank you for helping us cheer Luke on! 🙌

14/08/2025

30 days to go! 🎉👟

Meet Pryce – husband of our adviser Shaye – who is lacing up for Bridge to Brisbane 2025 and running on her behalf while she prepares for another exciting milestone… baby arriving this October! 👶💛

We’re proud to have both Pryce and Shaye in our KDM family, helping raise funds for the Children’s Hospital Foundation QLD. Your donation will make a difference for sick kids across Queensland. You can donate via https://buff.ly/ehfh0cP

Let’s go, Team KDM! 🙌