FAQs

Call us on +61 8 8431 0022 or email us at kmtp@kmtpartners.com.au and ask to book your consultation. If you email us, let us know your phone number too, and we’ll be in touch within 24 hours or the next business day to arrange a time. KMT Partners is here to help.

The first meeting is for us to understand your current situation and aspirations.

If you are meeting to discuss your personal wealth, consider bringing your latest tax return and a note on your current financial situation, including a list of assets, including your superannuation and bank balances.

If you are meeting to discuss your business, your current business plans, tax, and financial reports would be helpful.

These can be brought in person to our office in the Adelaide suburb of Unley, South Australia, or delivered electronically.

Your first meeting is usually one hour. From this meeting, we’ll be able to assess what happens next and advise the timing and costs associated with future services.

KMT Partners have a strict security protocol, with a daily backup of information and encrypted access. You can learn more about our privacy policy here.

Before we commence working together, we will provide you with a client agreement that will include the scope of our services and associated costs. We will not proceed with any work until this agreement is signed and returned so that you can feel confident of all costs associated with our partnering and support.

We invoice monthly and offer payment options including direct debit, BPay and credit card. You can also pay online by clicking this link.

The Australian Taxation Office (ATO) has a simple tax calculator you can use. Click here.

Yes, we can — no need to stress. Just get in touch and book a consultation and we’ll assess your situation and recommend how to proceed.

We focus on the strategies you need to be successful and make sure any advice we provide is as valuable and straightforward as possible. We also understand that there is more to life than money, and the balance between peace of mind and managing wealth is different for everyone.

As a prospective client of KMT, you will obtain access to your own client portal. We will ask you to complete a secure and confidential New Client Questionnaire through this portal so we can prepare for your first comprehensive meeting. This allows you to share what is important while providing insight into how we can help you. A completed questionnaire will help you to make the most of our face-to-face time.

A wealth advisory and planning meeting is often a deeply personal conversation, and it must be given the time needed. Typically, our initial meetings will run for 90 minutes, but we will take as long as you need, even if that means having another meeting.