Wealth Strategy & Freedom Planning

Wealth is the ability to fully experience life.

To create an independent and prosperous future, you need a plan. Our objective at KMT Partners and KMT Wealth is to help you become financially healthy for life with advice around your wealth strategy and freedom planning.


Our overall wealth-building philosophy for you can be summed up in one sentence:

“Have one eye on now and one eye on the future.”

This means we want you to enjoy the benefits of your hard work right now (drive a new car, enjoy regular holidays, eat out, drink that nice bottle of wine, etc.) while at the same time putting some of your money away into good investments to provide for your future.

How you identify financial aspirations and select your journey is vital. Our KMT Partners team works with you to identify your current financial position, constraints, and future wealth aspirations, assess threats and risks, and create a safe journey to achieve your goals.

For business owners and those involved in a family enterprise, it’s important to build wealth outside of your business too. We design strategies to support this and to protect your after-tax wealth. We will also monitor your affairs and guide you in your choices along the journey.