We provide our clients with 'time-saving business solutions'

Financial Planning Homeloans

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:

  • Home Loans
    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.
  • Income Protection
    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.
  • Life Insurance
    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.