KM Private Clients

KM Private Clients is a Specialist SMSF Adviser through the SMSF Association. We manage your personal finance and paperwork, now and in the event that you cannot undertake it yourself in the future. This depth of service is not ordinarily available in the marketplace. 

How do you manage your financial strategy?

Time poor

Once you have achieved financial independence, you will need to decide how to manage the ongoing evolution of your financial strategy. You may choose to outsource all or a part of your strategy such as investment advise, taxation, accounting and legal services. However, it is likely that you will be required to coordinate most of your strategy. 

If you are time poor and decide to outsource your entire financial strategy to a third party, we can help. 

An ageing population

As we live longer, we need a plan to monitor our cognitive ability, financial literacy and judgement. Such a plan needs to identify who manages your finances when you lack the passion or mental capacity to do so yourself. 

You should consider having an independent personal ‘Chief Financial Officer’ (CFO) for you and your family, if and when: 

1. You are time poor. 
2. Lose interest. 
3. Lose mental capacity.