Why hello there!
Get to know Kearney Group
After decades of working with pioneering businesses and busy households, we know these silos sap your time, energy and dollars. Moreover, professional delineation and regulatory divides contribute to confusion, not better advice outcomes.
So we’re reimagining our approach financial advice – breaking down the walls between professions and advisers, and embedding collaboration and deep relationships into the very heart of what we do.
Read on and get to know Kearney Group.
After nearly 40 years of working with businesses and busy households, we know:
A typical accountant gives you business advice, without understanding its impact on your household. A mortgage broker can’t tell you how a loan will impact your tax or long-term financial objectives. A financial planner can’t even begin to understand the pressures of running a business, let alone integrate your business objectives into your overarching financial plan.
That’s where we come in.
At Kearney Group, we say “see-ya” to silos to “hello” to a systems approach to advice.
Our truly integrated advice model deliberately breaks down the walls between divisions and individual advisers, and assembles a team of experts from across our firm, to provide dedicated service to you.
A truly collaborative experience.
Our Integrated Advice Teams (IATs) are deliberately designed to break down the walls between your advisers, and embed collaboration into the very heart of what we do.
A whole team surrounds you.
When you work with us, you’re supported by a multidisciplinary team, with access to a lead adviser who coordinates all the disciplines. This saves you from the run around and ensures your advice is strategically considered from all angles.
Transforming your business and your life.
Truly integrated advice allows us to offer both the day-saving transactional support you need, and the life-changing transformational advice you deserve.
Lucy Feagins Founder & Editor of The Design Files
All the skills, under one roof, working together with the sole purpose of helping you grow and thrive.
We know that what happens at work, affects your home life. And, what happens at home impacts your business.
For business owners, work-life and life-life are indelibly intertwined.
The connections are financial… Think: cash flow, debt, risk and loans. And, they’re also highly emotional. For example, is your household on board with the hours you’re spending at work? Does your business give back as much as it requires from you and your family? What do your loved ones expect in terms of lifestyle and are those expectations reasonable? What is reasonable? And, how do you get your business reliably performing?
Whether you just need a little guidance, want to build some interconnected budgets or are ready to dive headlong into our Ko-Lab Strategy Program, your integrated advice team will help your business and household thrive, at the same time.
So goodbye work-family tug-of-war. And hello, to the good life.
Glenn Maxton Founder & Director, Laguna Pools
Keen to learn more?
Tee up time with our team.