Kearney Group partners with platform leader, Netwealth.

Author Annie Lillico Lewis

Expert Reviewer Matt Englund

Following an 18-month reimagination of its private wealth services, Kearney Group has selected Netwealth as the firm’s new preferred investment platform.

Group CEO, Paul Kearney, says “Netwealth is, quite simply, head and shoulders above their competition; across all our key criteria.”

The criteria.

Paul tells us the firm looked closely at each of the platforms’ core features and usability (for both clients and advisers). The platform’s support services, plans for continued investment into their technology, and pricing were also considered.

“We looked at all of the leading platforms on the market – and some of the not-so-leading ones,” Paul jokes.

“A platform can really make or break our client’s overall investment experience. So, we knew whatever we went with needed to be feature-rich, easy to use and competitively priced.”

The practice also prioritised platforms that were upfront about their plans for ongoing development of their technology.

“Products fail to keep ahead of the market all the time. Just because you’re a leader today, doesn’t mean you’ll stay that way. So we looked for a platform with explicit plans to stay ahead of the pack.”

After all the analysis, Paul tells us the Group is “very confident” that Netwealth’s reputation as market leader is well deserved and will be with them for some time.

Transitioning to Netwealth.

The firm has already begun transitioning clients to Netwealth, where it’s in their interests to do so.

If you are currently a client of Kearney Group and keen to consider switching platforms, we’ll be analysing your options at your next scheduled SMART Review.

In the meantime, you can learn more about Netwealth and their platform here.

Learn more.

You can also learn more about our award-winning Private Wealth division, including our investment management services and Ethos Managed Portfolios.

Ready to make the switch to Kearney Group? Contact us to discuss your needs.