When you choose to work with us, we look to understand you as a person: your family and your business, your hopes and dreams, and all the things unsaid that keep you up at night. Where other advisers see their clients as bank accounts and balance sheets, we look beyond to the human.
And, like so many of you, we believe financial services is long overdue for a shakeup. So at Kearney Group, true collaboration sits at the heart of all our work. Ours is not a one-size-fits-all approach, nor the eternal shuffle-to-someone-else-who-can-help-you, always in another department. Instead, we work across divisions and teams to provide holistic financial services that put you at the centre and save you from the run-around.
At Kearney Group, we’re pioneering truly integrated advice. Exploring the intersection of business and household. Offering multidisciplinary services across three divisions – Business Advisory, Private Wealth, and Strategic Lending – provided by an expert team, bound together by a single goal of gathering around you and your unique needs.
That’s why we’re not just accountants or financial advisers. And that’s why, for our clients and our team alike, we’re known for pushing beyond the transactional, to make way for the transformational.
At Kearney Group, we know the traditional limits of our space: 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. Financial advice is plagued by silos.
At Kearney Group, we shift the dial – from silos to systems. Our 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.
Our Integrated Approach puts your needs first and allows for:
A truly collaborative experience.
With a team of experts in one space, there’s no more double-handling or exhaustive re-explanation to accountants, bookkeepers, financial planners or brokers that don’t, or won’t, talk to each other. Collaboration sits at the heart of how our teams work, so your experience is streamlined and so is your advice.
By working in Integrated Advice Teams, we anticipate where one decision may impact another. Knowing what’s going on across your financial world means that the ripple effects of our advice are intentional and outcomes are transformational.
A whole team behind you.
You’ll get to know a few members of our team, so if someone is away from their desk, there are always others who know your situation. No more repeating yourself or receiving conflicting advice. Our team approach also acts as a quality assurance system, with in-built checks and balances that ensure your advice is peer reviewed and always in your best interest.
Our business has doubled in size every 12 months since we started the Kearney journey… so the proof is in the pudding.
Shaun Clancy, Director,
Happy business, happy home, happy life.
There’s a reason people equate running a business to having a newborn in the family: it’s exhilarating, but also exhausting, stressful, and often lonely. And at Kearney Group, we recognise this discomfort and are deeply conscious of how businesses and households overlap. We see that they’re intertwined financially (think cash flow, debt, risk and loans) and highly connected emotionally, one always affecting and informing the other.
That’s why our practice is deliberately structured to advise on the matters that uniquely affect business-owning households. Goodbye, work-family tug-of-war. Hello, Integrated Advisory Teams: collectives of advisers that together, have the skills and insights required to help both the business and the household flourish, at the same time.
With truly integrated services, interconnected budgets and strategic planning that accounts for the needs of your work and family, we’ve got the ability to relieve the push-and-pull – the financial and emotional burdens – on both your business and your household. More than once, we’ve been told this is the business-saving / marriage-saving part of our service. Whatever you call it, it’s unique to our practice and within your reach.
We haven’t made it more than 30 years at the Kearney Group without strong support. We’re advocates of going beyond our walls and getting involved in the community. Sometimes, that means providing financial advice and accounting services to local community or social enterprises that need it. Other times, it’s about offering corporate sponsorship for initiatives that matter.
Here are just a few of the organisations we’re proud to call partners:
Since 2007, our CEO Paul Kearney has been a Director of The Big Issue, Australia’s largest and most successful social enterprise. Paul provides strategic financial advice and our team supports its many programs which offer work opportunities for homeless, marginalised and disadvantaged people in our community – most notably, their iconic street magazine.
Paul Kearney is a founding Director for this independent, not-for-profit organisation, established in 2010 by The Big Issue.
Kearney Group provides pro bono financial, accounting and strategic support to this innovative health start-up. Paul Kearney has also been a Director since 2018.
Paul Kearney founded Kearney Group in 1986 as a tax and accounting firm.
After 30+ years of constant reinvention and transformation, Kearney Group today is the vanguard of truly integrated financial advice for pioneers and their businesses.
Our team of more than 50 strong – working across our Business Advisory, Private Wealth, and Strategic Lending divisions – offers a full range of holistic financial services.
With one eye ever on the future, for our practice, clients and team members alike, we are catalysts for big ideas and a lifelong home for the entrepreneurial spirit.
Our unique skills and truly holistic capability combines the experience and technological know how to tackle task based work with the creativity to use the outcomes to drive business transformation.