I have been in the financial planning industry for over 10 years. I am passionate about helping people achieve their goals.
My wife and I have known Jess for about 6 years while she was still working for Gavin Moore and we find her and absolute pleasure to deal with.
Her professional and personal skills are indeed exceptional and her knowledge and expertise across the financial sector is both broad and deep.
Her listening skills and her attention to detail is what makes her truly stand out and she spent a great deal of time reviewing, discussing and proposing
action plans which have addressed all of our short and long term issues in a very efficient manner. We come away from each interaction with confidence
that she is fully committed to helping us achieve our goals and at no time have we felt that our financial well being was not uppermost in her thinking.
Jess is a dedicated professional with rare personal relationship skills and we look forward to many years of support from Jess and have nothing but
praise for her work, advice and ethics and we could not recommend her highly enough.
Jes' professional and personal skills are exceptional. Her knowledge of her areas of expertise is both broad and deep. However it is Jes' listening skills that put her ahead of others we have dealt with. Jes has recently taken on our account and she spent a great deal of time reviewing, discussing and proposing action plans which have addressed all of our short and long term issues in a time efficient manner. We come away from each interaction with confidence that she is fully committed to helping us achieve our goals and at no time have we felt that our financial well-being was not uppermost in her thinking. She is a dedicated professional with rare personal relationship skills - we look forward to many years of support from Jes and have nothing but praise for her work and could not recommend her more highly.
We have known Jes for a number of years in her capacity as adviser when working with Gavin Moore & GTM Financial and now in her position with KDM.
Jes has been a part of us personally now we are retired & also along side Gavin when we were in business
Jes has passed on her substantial knowledge within the areas of assistance we required in a very friendly, professional & trustworthy manner.
Has always been there for us when her expertise has been required and at times there has been many
At the moment she is helping us with our Aged Pension applications and has done so much to help & guide us through, what at times can be quite complex forms.
We like to think we have become not only acquaintances on a professional level with Jes but also a friend
For the past 10 years or more, Jes and Gavin have been there for us at every turn and our every need. From simple day to day advice, to complex investments, superannuation, self managed funds etc. Guidance through the complex age pension system was invaluable. They explain everything in clear and simple terms and give you the feeling that nothing is too inconvenient or a problem for them. Our favourite expression when we talk to friends about their service, apart from the complete and utter trust we have in them, we say it is similar to the feeling you had as a child, when your Mum wrapped a warm cosy blanket around you and held you close, and in that moment you felt everything in the world was fine...You can’t buy that sort of support, that is something rare in business today, but comes naturally from both Jes and Gavin.
- Adviser status Bronze
- Number of reviews 4
- First year providing advice 2016
- Years of experience 7
- Diploma of Financial Planning
KDM Financial and Estate PlanningSuite 2.05, Level P1, 120 Chalk St
Lutwyche, QLD 4030
- 8:30am – 4:30pm Monday – Friday
- In person
- Video call
KDM Financial and Estate Planning