Discover the KENNERLYS difference.
You can count on KENNERLYS to help build your family’s multi-generational wealth.
As many as seven out of ten businesses in Australia are run by families. And many of these enterprises don’t even consider that they are a ‘Family Business’.
Creating an investment that is accessible to you is an important part of your wealth creation. You may want to have a short term investment goal for purchasing or renovating your home or an overseas holiday or long term as part of your overall wealth creation strategy. We will look to create an investment portfolio according to your risk profile in a tax effective manner that can work with your short term plans and or your long term retirement goals.
We will work with you to help design a tax effective plan and an asset allocation strategy (i.e. the proportion of shares, property, bonds and cash) that is tailored to your individual circumstances. This will take into account the length of time you will be investing and your willingness to accept volatility in your investments to achieve your goals.
We can provide advice on the following products:
Superannuation is one of the world’s most tax effective ways of investing to accumulate wealth for retirement. Tax concessions and other Government benefits currently make it one of the best long term investment vehicles. The Kennerlys Private Wealth team is well qualified to offer sound Superannuation advice and to provide you with an effective Superannuation strategy. We will help take advantage of the various concessions available to superannuation investments and cut through the often confusing and complex Superannuation legislation.
Our services include:
There are many Super Funds to choose from, and Kennerlys Private Wealth will help you find the right fund for you and your business.
How you manage your Super today will have a significant impact on the choices you have in retirement, which is why Self-Managed Super Funds (SMSF) are rapidly becoming a growth area for Kennerlys Private Wealth investors who want greater control of their retirement savings.
With an SMSF you can:
Kennerlys Private Wealth can partner with you to provide SMSF expertise and take care of the administration matters.
KENNERLYS was announced the Best Accounting Firm (Revenue: less than $50 million) in the 2013 BRW Client Choice Awards on Wednesday 13th March 2013.
Read more on KENNERLYS Awards