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Financial Planning

Elevating your Financial Future

Experience modern financial planning with a client-first focus at Kennedy Western Financial Services.

Our relaxed atmosphere ensures a stress-free financial journey.

Clients

Wherever you are in your journey, our client-first philosophy ensures you receive personalised advice backed by deep expertise. At Kennedy Western Financial Services, we combine modern strategies with time-tested principles to deliver results that matter.

Medical Professionals

Financial Clarity for Medical Professionals

From residency to retirement, we understand the unique financial challenges and opportunities you face.

We create strategies that manage complex income structures, protect assets and allow you to focus on your patients while we focus on your wealth.

High-Net Worth Individuals

Preserving & Growing Significant Wealth

Our tailored approach ensures your wealth works for you, now and for generations ahead. 

We specialise in sophisticated strategies that protect assets, optimise investment opportunities, and create lasting legacies.

Small & Medium Enterprises

Strategic Advice for Business Owners

We partner with business owners to navigate growth, manage risk, and structure finances efficiently.

From cash flow optimisation to succession planning, we help your business thrive while safeguarding your personal financial future. 

- Big News - 

Congratulations, Alisha Kelly, on completing your Professional Year and achieving the status of a full financial adviser!

This is a remarkable milestone in your career, and your dedication and hard work have truly paid off. Wishing you all the best as you embark on this exciting new chapter!

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Account Name: Infocus Securities Australia Pty Ltd 

BSB: 034-676

Account Number: 279166

Reference: ID number found on invoice issued

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Please email brokerage@infocus.com.au and cc ben.williams@kwfs.com.au on the day you send payment via direct credit to enable Infocus to correctly receipt the payment. 

How to Pay Our Invoice

Financial Services Guide (FSG) & Privacy Policy

You can access our Financial Services Guide (FSG) and Privacy Policy through the link below for more details about our financial planning services.

Kennedy Western Financial Group Pty Ltd ABN 15 103 173 566 [t/a Kennedy Western Financial Planning] is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL No. 236523​

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Information published on this website has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this website is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs.

Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.  Past performance of financial products is no assurance of future performance. 

Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products mentioned on this website.  You should also obtain and read this document prior to proceeding with any decision to purchase a financial product.

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KENNEDY WESTERN

 Financial Planning, Accounting & Consulting

(08) 9221 0321                    admin@kwfs.com.au              Unit 6, 196 Main Street, Osborne Park        

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