What is Kennerlys Private Wealth?
Kennerlys Private Wealth is a suite of tailored, financial planning and wealth protection services for people like you, who want to grow and protect their personal wealth and ensure they are making the most of financial opportunities, minimising risks and giving their family in the best financial opportunity possible as they move through life.
Kennerlys Private Wealth offers services such as:
- Strategic financial advice
- Wealth accumulation advice
- Wealth protection advice
- Superannuation planning
- Retirement planning
- Estate planning
- Business succession planning
Why Kennerlys Private Wealth?
For 25 years, the Kennerlys team has been doing an exceptional job providing tax, accounting, bookkeeping and superannuation services for families, and now we want to provide a more holistic approach to our clients’ wealth management and protection. We want to give you strategies to grow and protect your business and personal wealth -- now and well into the future.
While Kennerlys is renowned for developing a deep knowledge of its clients and their business and delivering personalised service, current industry regulations prevent accounting firms from providing financial planning information and advice. This presented a large gap in the financial management road we were travelling with our clients. Now with Kennerlys Private Wealth services we can bridge that gap and travel the entire financial journey with you.
The Kennerlys Difference