Why use KDM advisers?
Hassle free claims service - for when you need it most!
Comprehensive review service
Personalised and easy to understand risk solutions
Guaranteed prompt and reliable advice
Latest and greatest comparative software

KDM Services

Personal Insurance
A person's greatest asset is their ability to earn an income - what would happen to your client's financial position if they were ill, injured or worse? KDM can help protect your client's financial future against such circumstances with tailored risk management solutions within their budget.

Key-Person Insurance
This strategy covers "key" people within businesses to be insured for such events as death, trauma, temporary and permanent disablement so that the financial impact on a business is minimised and funds are available for possible loss of revenue and or rehiring/training costs.

Business Succession Planning
Allows for funds to be available in the event of a director or shareholder's death or disablement, to pay out their business value to their estate then transfer the share holding to the remaining director/s.

With features such as pre-agreed purchase price, tax deductible premiums and competitive rates, this is a must for any business.
KDM can structure these policies to be either owned personally, by the company even through a trust or hybrid setup

Who are Professional Investment Services?
Professional Investment Services holds an Australian Financial Services License issued by the Australian Securities and Investment Commission (number 234 951). Professional Investment Services' enables KDM insurance advisers' authorised representative to deal in and provide comprehensive advice on a great range of products and strategies through Life Insurance offices.

Support for KDM referrers
Mailing Campaigns - KDM can create, post and follow up
Adviser Evaluation Forms - feedback to keep track of your adviser
Your Newsletter - KDM can provide case studies and articles
Seminars - KDM can present various topics relating to business or personal risk management needs
Weekly Client Update Reports - track the progress of mailing campaigns and referrals

KDM Technology
Xplan- database management plus comparative software which allows every insurer to be ranked in regards to product quality (i.e. policy definitions etc), allowing the adviser to calculate types and levels of cover due to the client's circumstance, then formulate a statement of advice.
Blackberry - KDM advisers have access to email anywhere anytime.
eApp - client's can now apply to the insurer direct via a web based application form which allows instant underwriting decisions

KDM Marketing

Appointment Booked
                                            Confirmation Letter
                                            Movie Tickets - relax we have handled your insurance needs

Once Business Completed
                                           Congratulations / Completion Letter
                                           Movie Tickets
                                           Personalised Policy Schedule
                                           Adviser Evaluation Form

Clients Birthday
                                          Happy Birthday Card
                                          Movie Tickets