"My favourite things in life don't cost any money.  It's really clear that the most precious resource we all have is time."
Steve Jobs

Kennedy Black Wealth Management offers independent and impartial wealth management and financial planning to busy professionals, business owners and other high net worth individuals.

By "independent," we mean that:
  • We offer whole-of-market advice on all products from all providers.  We therefore give you the widest possible choice and can confidently say that you always receive the most suitable solution for your circumstances;
  • We are independently owned.  We do not serve any underlying agenda from any shareholder which could compromise our clients' best interests.  The long-term success of our clients is our only aim, and our only source of remuneration is the fees that we charge our clients.

By "impartial," we mean that
  • Our client service proposition aims to eliminate any biases towards any given product or provider.  We have only ever charged fees, agreed with the client in advance, on the basis that commission payments represent an undeniable conflict of interest.  More often than not, our fees actually work out cheaper for the client than had they sought advice on a commission basis.

Our client relationships are all about trusted and valued advice, never about sales.

We are proud to be different.

Our core values