From numbers
to wonders.

Private
Wealth

In 1998, Kearney Group Private Wealth was founded and in the 20 years since, our team has helped thousands of Australians to transform their lives.

Our nationally-recognised firm is made up of CFP-qualified and university-educated advisors, because ours is a profession where letters matter. Our award-winning team works in partnership with our Business Advisory and Strategic Lending divisions, to offer a truly integrated advice experience for individuals, families and their connected businesses. Most of all, we just like people. We know the numbers only matter because the people behind them do – and that’s enough to get us out of bed in the morning.

It’s also for these reasons, we keep being recognised by licensees and peak professional bodies including the Financial Planning Association of Australia and the Association of Financial Advisers.

Learn more about Kearney Group’s Private Wealth services including:

  • Financial Strategy Development

  • Strategy Reviews

  • Portfolio Management

  • Superannuation Management

  • Protection, Risk & Insurance

  • Retirement & Estate Planning

Financial Strategy Development.

From slap-dash to strategic.

When we talk about your strategy at Kearney Group Private Wealth, we’re not talking about your super. We’re not just talking about your insurance or investment product advice. We’re talking about a fully personalised roadmap for your whole financial future; a plan addressing your fears, your dreams and everything in between. 

We flatly reject the bare-bones, one-size-fits-all product recommendations that so many in our field pass off as “financial planning”.  Instead, we take the time to get to know you deeply and tailor your advice so it speaks directly to your needs and the goals of your household. And, with the help of our Business Advisory affiliate, we’re able to support the complex and interconnected needs of households who also run businesses. 

With our team, it’s one part art and one part science that lets us produce three parts magic.

Naturally, there’s a lot of method behind the magic of developing your personalised strategy. So you can expect four or five meetings, generally held over a three- to five-week period. Here’s what that process typically looks like.

Strategy Review Program.

You’re SMART. So is your strategy.

Life is always on the move. To keep ahead of the curve, Kearney Group Private Wealth’s financial strategies are made to adapt. In your regular SMART Review, we’ll track your progress, address any changes to your goals or circumstances and help you keep up with the ever-changing world out there.

We might advise you make slight course corrections or give you a well-deserved pat on the back. Whatever happens: no financial plans sit and gather dust around here. Your strategy will be living and breathing – SMART. Just like you.

Kearney Group Private Wealth Smart Review

Portfolio Management.

How is your portfolio designed?

Building your portfolio is serious business, and our first priority is your wellbeing and financial security. Whatever your goals, we’re here to create a portfolio that works for you and reflects your needs and circumstances, all while generating competitive returns. Something feels uncomfortable? Pull a chair up and let’s discuss. Want to speed things up a little? We’ll see what we can do.

Because the economy and markets are ‘living’ things, we prefer active management and keep a close eye on global economic conditions and trends – ours is never the ‘set it and forget it’ approach.

We’re also big believers in returns that are good for our community and planet.

When selecting fund managers, we actively consider their ethical and Socially Responsible Investment characteristics. If you have specific ethical or philosophical considerations, we’re always here to listen. We want to stand proudly behind our work, when you’re proud of it too.

Lifestyle Strategies.

The L word.

L for lifestyle. At Kearney Group Private Wealth, everything we do boils down to helping you live the life you want – sooner rather than later. 

Whether you’re getting a full financial plan, or just need a bit of advice to get you started, our team can help you manage cash flow, develop a customised budget, set income targets or plan for big spends and landmark moments. We provide all the systems and resources you need to start – and keep – living the dream, no matter what life throws at you.

Superannuation Strategy.

Your Superannuation Strategy.

Australia’s superannuation system is unique and we can help you access all of its benefits.

How much to contribute? When? Should you salary sacrifice? What’s self-managed superannuation? Are contributions tax-deductible? How do co-contributions work? Do you have enough to sustain you into the future?

There’s a lot to think about.

At Kearney Group Private Wealth, we’ll help you answer all of these questions and more. And, best of all, our Business Advisory division is on hand for additional SMSF support or when complex tax matters are involved.

Protection.

From Anything That Could Go Wrong.

Most of us simply hope that nothing ever goes wrong. At Kearney Group Private Wealth, we transform hope into robust plans and strategies for managing risk. Always with your best interests in mind.

Of course, even those with 20/20 vision have blind spots. We’re here to help you think through all the angles with a comprehensive suite of insurances, services and risk management strategies at the ready. We can also organise insurance on your behalf, manage the paperwork and handle claims as needed.

So, are you protected? It’s a million dollar question that pays to ask now rather than risk for later. Protect yourself and your family with:

  • Life insurance
  • Total and Permanent Disablement (TPD)
  • Trauma insurance
  • Income protection
  • Asset protection
  • Estate planning

Transformational
stories.

Glenn Maxton,
Founder of Laguna Pools

Client since 2009

From revolution
to recognition
.

Kearney Group and our team have been awarded throughout our history. It’s nice to be acknowledged in a profession, even when you’re trying to transform it. Below are some of our recognitions:

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,
Clancy Constructions

Read Case Study

Speak to the team.