"There is only one success in life - to be able to spend your life in your own way."
Christopher Morley, American journalist (1890-1957)

Kennedy Black offers a first-class financial planning and wealth management service, providing seamless regulated advice across all aspects of your financial circumstances. Our advice is provided on an entirely personal and custom-built basis we appreciate that all of our clients are unique and hence we never provide generic solutions.

We are an independent firm, in that we offer whole-of-market advice, but also that we are independently owned and therefore our advice is not tainted with any underlying agenda.

What we do ultimately boils down to three things:
  • Comprehensive financial planning: Taking the time to get to know you, your existing financial situation and your lifetime aspirations, and, with our market-leading INTELLIGENT WEALTH MAP tool, helping you make some of life's most important decisions and helping react in a sensible and timely fashion when circumstances change over time.
  • Wealth preservation: Preparing for the unexpected, whether that be through taking precautionary measures such as life assurance or adding diversification to a portfolio, optimising tax efficiency or protecting your estate so that it can be passed on to the next generation in accordance with your wishes.
  • Wealth enhancement: Ensuring you always get the best deal, that your investments/pensions are working as hard as possible to ensure a prosperous future and helping guide you through the ups and downs of market cycles without any undue anxiety.

With these three steps, you can have peace of mind that your goals are being planned for financially and that your situation is being reviewed regularly by your personal consultant. Our aim is to free up the time and worry that you need to spend on your finances, so that you can enjoy the more important things in life.

Please get in touch for a free no-obligation initial consultation meeting at our expense. We would love the opportunity to get to know you better.