ABOUT US

Kennedy Partners Wealth is an independent, boutique, private investment advisor. We offer tailored and objective wealth management and investment services aligned to the specific needs of each client. We advise and implement based on solutions, not products, leveraging our many decades of global wealth management experience. We respect every individuals’ effort to accumulate the wealth they bring us, fully appreciating their investment success drives ours.

Our clients are ‘wholesale’ or sophisticated investors who may be investing as individuals or through a trust, company or self-managed superannuation fund.

• We assist with the investment needs of family offices, foundations and not for profits.
• We are committed to advising and managing bespoke portfolio’s guiding client navigation through complex and challenging investment environments. This provides clients with the time, freedom and the benefit of their portfolio returns to focus on their passions – whether it be family, philanthropy, careers, or lifestyle.
• We advise those clients who have an interest in the social aspect of wealth – those who donate or bequeath money to a good cause or sponsor cultural or sporting activities.
• Sustainable wealth is growing in importance. We assist clients who now frequently opt to invest in sustainably managed and ethical companies.