Financial Planning & Home Loans
Safeguarding your financial future
When it comes to creating long-term wealth, astute strategic planning is a must. And this includes everything from choosing the right home
loan to preparing well in advance for the retirement that you really want.
And, built into your plan, it’s important to have in place a few safety nets to ensure that, if things don’t work out exactly how you
imagined, your finances (and any dependents who rely on them) will be protected.
In addition to providing clients with a quality accountancy service, KDA is also a fully licensed financial planner. This means we can also
help you to improve your finances and achieve your long-term objectives.
What we can help you with:
Whether you’re looking for your first home loan, you’re a home mover or you want to buy an investment property, our team is on hand to
provide you with quality advice and access to a wide range of home loan products.
Self-Managed Super Funds (SMSFs)
If you really want to maximise your retirement savings potential, an SMSF could be the answer. KDA provides a whole host of services to
help you manage your fund and meet compliance requirements.
Key Person Insurance
Have you considered what would happen if your business lost either yourself or an employee who’s critical to its success? Key person cover
is designed to offset the costs/losses to your company in the event this situation occurs.
This one is standard for most of us these days. If you lose your job, income protection and salary continuation insurance will ensure
you have an income stream for
a pre-determined period of time. We’ll help you find the product that suits your specific needs.
If you want to ensure that your loved ones are provided for financially in the event of your death, you simply must have life insurance. Our
advisers can ensure you have the right amount of cover in place for your specific needs.
Trauma (or Critical Illness) Insurance
This type of insurance will pay out a lump sump if you are diagnosed with a serious medical condition. It comes with a range of options, so
it’s a good idea to get some advice from our team on which product is most appropriate for you.
Total & Permanent Disability (TPD) Insurance
This kind of insurance also pays out a lump sum; this time, in the event you are left totally or permanently disabled due to a serious
injury or illness which has left you unable to work in the same capacity. Again, our advisers can provide guidance on which options
suit your circumstances.
To secure your financial future today, use our financial planning and home loans service.