Our Solutions Create Wealth.

Financial goals are different for everyone so it’s important to ask yourself “What do I want from life and how fast do I want it?”

Whilst Kennedy Cross does not have an in-house financial planning team, we work with a number of financial planners on the Central Coast to deliver a wholistic approach to managing your wealth and wellbeing.

We understand that trust is vital in the financial planning process.  If you don’t already have a financial planner, we can assist with a referral to one of our trusted business associates.

  • Identify – we determine where you are, where you want to be and then clearly define your lifestyle and financial goals
  • Investigate – we assess your current situation, appraise opportunities and risks and begin to explore what financial options are available
  • Bridge the gap – we start creating strategies designed to close the gap between your current financial situation and where you want it to be
  • Implementation – we work closely with you to put your customised strategies into action
  • Continuous support – we produce an ongoing service programme built to suit you and ensure that your financial plan stays on track

Financial Planning can assist with:

  • Superannuation planning
  • Retirement planning
  • Budgeting and Cashflow strategies
  • Managing Risk – including personal and business insurance.