Verified Company
Kai is a truly reliable financial manager.
He helped us organise my husband’s insurance and explained everything clearly and patiently. Even during the busy end-of-year period, he went above and beyond — coming all the way through to Christmas Eve to make sure everything was taken care of.
We felt very well supported and confident throughout the process. Highly recommend Kai
Highly recommend. Chase was so helpful. I appreciated his friendly manner and his knowledge.
Reply from KDM Financial and Estate Planning
2025.12.15
Dear Linda,
Thank you for the recommendation and for sharing your feedback. We’re glad to hear Chase was so helpful and that his friendly approach and knowledge made a positive difference. We’ll be sure to pass your kind words on to him — they’ll be much appreciated.
Thank you for the recommendation and for sharing your feedback. We’re glad to hear Chase was so helpful and that his friendly approach and knowledge made a positive difference. We’ll be sure to pass your kind words on to him — they’ll be much appreciated.
Kai is very approachable. He explains to me about my insurances patiently and acting promptly to my needs. Looking forward for getting more financial advices!
Reply from KDM Financial and Estate Planning
2025.12.15
Thank you for such a thoughtful review and recommendation. We’re delighted to hear that Luke provided clear, proactive support and took the time to understand your goals, particularly around your next property. Helping clients feel informed and confident is exactly what we aim for, so it’s great to hear that came through in your experience.
Highly requested. The agent that I was in contact with which is Kai was very helpful. He was able to help me out on my request regarding my insurance.
Reply from KDM Financial and Estate Planning
2025.12.15
Dear Zhamier,
Thank you for taking the time to leave a review. We’re really pleased to hear that Kai was able to help you with your insurance request and provide the support you needed. We’ll be sure to pass on your kind feedback to him — it will mean a lot.
Thank you for taking the time to leave a review. We’re really pleased to hear that Kai was able to help you with your insurance request and provide the support you needed. We’ll be sure to pass on your kind feedback to him — it will mean a lot.
I recently worked with Luke from KDM Financial on my tax planning, and the experience was excellent. He took the time to understand my goals for my next property, explained everything clearly, and helped me put strategies in place that made a real difference. I felt confident and informed every step of the way. I highly recommend Luke and the KDM team for anyone looking for proactive, professional financial advice.
Luke and Callum were both excellent in explaining in simple terms the different strategies I could implement in order to achieve my financial goals. Highly recommend KDM!
Reply from KDM Financial and Estate Planning
2025.12.15
Dear Nelson,
Thank you for the great review and recommendation. We’re really pleased to hear that Luke and Callum were able to clearly explain the different strategies and help you feel confident about your financial goals. Making things easy to understand is so important to us. We appreciate you taking the time to share your feedback and look forward to supporting you going forward.
Thank you for the great review and recommendation. We’re really pleased to hear that Luke and Callum were able to clearly explain the different strategies and help you feel confident about your financial goals. Making things easy to understand is so important to us. We appreciate you taking the time to share your feedback and look forward to supporting you going forward.
Lavika was exceptional in helping and supporting me with my superannuation and insurance policies. She was professional, patient, and incredibly supportive. Her thoughtful guidance made complex decisions feel easy, and I always felt in good hands. A special thanks also to Cindy, who was so kind and helpful throughout the process. Highly recommend!
Reply from KDM Financial and Estate Planning
2025.12.15
Dear Jacqueline,
Thank you for such a lovely review and recommendation. We’re delighted to hear that Lavika provided exceptional support and made navigating your superannuation and insurance feel straightforward and stress-free. Her professionalism and care really shine through, and we’ll be sure to pass on your kind words to her. We also appreciate you mentioning Cindy — she’ll be thrilled to know her support made a difference as well. Thank you again for taking the time to share your experience.
Thank you for such a lovely review and recommendation. We’re delighted to hear that Lavika provided exceptional support and made navigating your superannuation and insurance feel straightforward and stress-free. Her professionalism and care really shine through, and we’ll be sure to pass on your kind words to her. We also appreciate you mentioning Cindy — she’ll be thrilled to know her support made a difference as well. Thank you again for taking the time to share your experience.
I have had a great relationship with Anoma Peries for about 10yrs. She has been a fountain of information, giving me both the good AND bad points regarding some of my decisions, as well as highly professional in all her dealings with myself and my business partner. Her advice has been extremely good, she is very caring and delightful to deal with. No problem is too great. My financial issues have been very well taken care of, and she has been of immeasurable help with the Aged Care issues that have sprung up. I cannot express my gratitude for all the help and guidance she has provided. Many, many thanks Anoma.
Reply from KDM Financial and Estate Planning
2025.12.15
Dear Russell,
Thank you for such a heartfelt and generous review. It’s wonderful to hear about the long-standing relationship you’ve built with Anoma and the trust you place in her advice. Her commitment to providing clear, balanced guidance and genuine care for her clients is something we truly value. We’re especially pleased to hear how supportive she’s been across both your financial matters and the more complex aged care issues. Your gratitude will mean a great deal to Anoma and the wider team — thank you for sharing it with us.
Thank you for such a heartfelt and generous review. It’s wonderful to hear about the long-standing relationship you’ve built with Anoma and the trust you place in her advice. Her commitment to providing clear, balanced guidance and genuine care for her clients is something we truly value. We’re especially pleased to hear how supportive she’s been across both your financial matters and the more complex aged care issues. Your gratitude will mean a great deal to Anoma and the wider team — thank you for sharing it with us.
I highly recommend KDM and in particular our advisor Jess Alves. My husband and I have recently retired, and Jess has been outstanding with her advice, nothing has been a problem and we look forward to working with Jess into the future. Thank you Jess.
Reply from KDM Financial and Estate Planning
2025.12.15
Dear Sandy,
Thank you so much for your kind review and recommendation. We’re thrilled to hear how helpful Jess has been and how supported you’ve felt as you move into retirement. Jess takes great pride in making things clear and stress-free, and your feedback truly means a lot to her and the whole KDM team. We look forward to continuing to support you into the future.
Thank you so much for your kind review and recommendation. We’re thrilled to hear how helpful Jess has been and how supported you’ve felt as you move into retirement. Jess takes great pride in making things clear and stress-free, and your feedback truly means a lot to her and the whole KDM team. We look forward to continuing to support you into the future.
I have found KDM to be a breath of fresh air. I find the team very accessible and reliable with communication and feedback. I would recommend KDM to anyone who has had a poor experience with financial advice and support. Special thanks to Zach and Nicolai for taking on my portfolio and managing in it a professional and rewarding manner.
Reply from KDM Financial and Estate Planning
2025.10.06
Thank you Fred for the kind words. We’re so glad to hear you’ve had a positive experience with our team, and that Zach and Nikolai have been able to support you in a meaningful way.
We really appreciate your recommendation and look forward to continuing to work with you.
We really appreciate your recommendation and look forward to continuing to work with you.
Kai is very helpful and amazing. He took great care of us and answered every question we had
Reply from KDM Financial and Estate Planning
2025.09.24
Thank you for the great review! We're glad Kai was able to support you so well and make your experience a smooth one. Your feedback means a lot to us, and we’ll be sure to share it with him!
Thank you Chase Marshall. Chase has managed my Dads financial interests for many years. We cannot express how grateful we are to have Chase as his advisor. He is incredibly professional, respectful, patient and understanding of my Dad’s needs and always has time for him no matter what. He definitely knows his business!
We highly recommend Chase at KDM Financial.
Reply from KDM Financial and Estate Planning
2025.09.16
Thank you so much for your wonderful 5-star review! We are thrilled to hear that Chase has been of great assistance with your father's financial planning needs. We really appreciate your recommendation!
My wife and I have been very pleased with the care and attention to detail in our retirement planning provided by Dane and Sabina at the Lutwyche KDM Office. Their professional practice and extensive knowledge of the opportunities and pitfalls of superannuation have been much appreciated. We would highly recommend this group for retirement planning.
Reply from KDM Financial and Estate Planning
2025.09.16
Thank you Tim for your wonderful review. We are glad that Dane and Sabina have been able to navigate you through your retirement planning journey. Your recommendation means a lot to us!
Our experience with Dane Pevy and Sabina Kapali at KDM has been excellent. They guided us through retirement planning with clear explanations, regular meetings, and quick responses. Always attentive to tax and Centrelink implications, they made everything easy to understand. We highly recommend them for reliable financial advice.
Reply from KDM Financial and Estate Planning
2025.09.16
Thank you Joanne for your kind words! We are thrilled to hear that Dane and Sabina have been delivering exceptional guidance and assistance for your financial planning needs. We look forward to continuing working with you!
Fantastic experience working with Kai to. Review my personal insurance policies. Kai has been a delight to work with, always happy to answer my many questions and through his hard work has helped me make substantial annual savings. I would highly recommend Kai and the great outcomes and service he provides 👌🏼👌🏼
Reply from KDM Financial and Estate Planning
2025.09.24
Thank you so much Alice for your thoughtful review! We're so pleased to hear that working with Kai made such a positive impact—not just through great service, but real savings as well. He takes pride in helping clients feel informed and confident, and your recommendation truly means a lot. We'll be sure to pass this along to him!
Kai Wee is very professional and helpful for all insurances advices.
Reply from KDM Financial and Estate Planning
2025.09.24
Thank you Wong Park for your kind words! We're glad to hear that Kai has been professional and helpful in guiding you with your insurance needs. Your trust means a lot to us!
Lavika has been great, really practical advise. very knowledgeable and also very patient on basic questions i asked. Highly recommend KDM and Lavika
Reply from KDM Financial and Estate Planning
2025.09.24
Thank you so much for your kind review! We're glad to hear that Lavika was able to provide clear, practical advice and support you with patience and care. We truly appreciate your recommendation of both Lavika and KDM—it means a lot to our team!
Great service, fantastic support team. Lavika went above and beyond to implement the investment choices that were time criticaland made the process as easy as she could. I have been using KDM for over 8 years and couldn't be happier.
Reply from KDM Financial and Estate Planning
2025.07.28
Thank you Ryan for your kind words and for recognising our service and support team. We appreciate your trust and support!