FINANCIAL PLANNING FOR YOUR FUTURE
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?”
Regardless of where you are along life’s journey, seeking advice from a qualified financial adviser can significantly impact your financial position and future outlook. At Kennedy Cross, we understand the importance of securing your financial future, which is why we have welcomed Pillar Tailored Wealth to the Kennedy Cross Family.
Our team at Pillar Tailored Wealth takes a personalised approach to financial planning, taking the time to understand your goals, risk tolerance, and financial situation to develop customised solutions that meet your specific needs. This enables us to have seamless integration and communication between the accounting and financial planning teams.
We offer a range of financial planning services, including:
- Superannuation planning
- Retirement planning
- Budgeting and cashflow strategies
- Risk management, including personal and business insurance
- Investment options and advice
- Estate planning and protection
- SMSF establishment, wind up and ongoing management, which complements Kennedy Cross’s specialisation services.
To ensure that your financial goals are achieved, we follow a comprehensive 5-step process:
- Identify – we determine where you are, and 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
At Kennedy Cross, we believe that trust and transparency are critical in the financial planning process. Our partnership with Pillar Tailored Wealth reflects our commitment to providing exceptional service that builds lasting client relationships.
Invest in your financial future today. Contact us to get started and learn more about how our financial planning solutions can help you achieve your goals.