KMT Partners - Chartered Accountants, Business Mentors, Wealth Strategists. Adelaide, South Australia.

Financial Planning Advice

Everyone has individual needs and goals. KMT Wealth Strategists will work in partnership with you to design a strategic financial plan to assist in making your goals become a reality.

Advice is available in the following areas:

Investment
- Are your investments tax effective?
- Do you have access to new investment opportunities?

Wealth Protection & Other Insurance
- Would you have enough money if you were unable to work due to illness?
- How would your family survive in the event of your premature death?
- Do you have enough cash to survive the impact of being diagnosed with a critical illness?

Superannuation
- Are Industry Funds right for you?
- Do you understand how your super fund money is currently invested?
- Assistance in consolidation of funds
- Self Managed Super Funds - what's it all about!
- Transition to retirement and other allocated pensions

Estate Planning
- Do you have a current will?
- What would happen to your estate in the event of your premature death?

Age Pensions - we can offer a once off service to set you off on the right track on
a fee for service basis.

The advisers of KMT Wealth Strategists Pty Ltd can provide financial services as authorised Representatives of Professional 

Investment Services Pty Ltd.

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