2001
ESTABLISHED
$300M+
ASSETS UNDER MANAGMENT
Perth
OWNED & BASED LOCALLY
12-year
AVERAGE CLIENT RELATIONSHIP
"Wherever you are in your journey, our client-first philosophy ensures personalised advice backed by deep expertise."
At Kennedy Western Financial Services, we believe financial planning should be stress-free and deeply personal. Our relaxed, collaborative approach means you're always in the loop — and always in control of your financial future.
Being fee-for-service within our financial planning arm, you can be assured our advice is always in your best interests.
WHO WE SERVE
Tailored advice for every client journey
From medical professionals to business owners and high-net-worth families – we understand your unique financial landscape.
Medical Professionals
FROM RESIDENCY TO RETIREMENT
We understand the unique financial challenges and opportunities facing medical professionals at every stage of your career.
Complex income structure management
Asset protection strategies
Practise ownership planning
Superannuation optimisation
High-Net-Worth Individuals
PRESERVING & GROWING SIGNIFICANT WEALTH
Sophisticated strategies that protect your assets, optimise investment opportunities, and create lasting legacies for generations to come.
Portfolio management & diversification
Estate & legacy planning
Tax minimisation strategies
Intergenerational wealth transfer
Small & Medium Enterprises
STRATEGIC ADVICE FOR BUSINESS OWNERS
We partner with business owners to navigate growth, manage risk, and structure finances efficiently at every stage of the business lifecycle.
Cash flow optimisation
Business succession planning
Risk & insurance management
Personal & business separation
HOW IT WORKS
Our planning process
A clear, structured approach so you always know what to expect – and what comes next.
1
2
3
4
Discovery
Strategy
Implementation
Ongoing Review
We listen first. A conversation about your goals, situation, and what matters most to you.
We build a personalised financial strategy tailored specifically to your needs and objectives – incorporating cash flow modelling to map your financial future with clarity.
We execute the plan with precision, keeping you informed and in control at every step.
Regular check-ins ensure your plan evolves with your life, goals, and changing circumstances.