At Kuda Wealth we strive to ensure our advice is customised to you. We help you take the emotion out of your financial decisions and work with you over
the long term to stick to your plans, create good money habits and help you achieve your life ambitions.
The advice process we follow is designed to get the best understanding of your current situation. We take into consideration issues that are relevant
to you on both a personal and business level. By taking the time to fully understand all aspects of your life, we can provide you with the most
accurate and personalised advice to meet your goals.
Many clients that we meet for the first time, may have a singular area of concern. However, by taking the time to articulate how we can assist our
clients, we often find that there are extra areas of concern, that clients were not aware we could assist them with.
We have enclosed an easy to navigate quick financial health check, for our clients to complete in order to get a deeper understanding of how we can assist
The five minute financial health check is part of our initial understanding and discovery process. Please click on each of the steps below for a
deeper understanding of what you can expect from working with us.