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 time, freedom and the benefits of their portfolio returns to focus on their passions – be they family, philanthropy, careers or lifestyles.
  • 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.

BESPOKE

Tailored solutions to meet individual
client requirements

ALIGNED

Focussed on increasing
client’s portfolios

ACCESS

The best investment
opportunities

SECURE

Full control over
investments

COLLABORATIVE

Specialist team working
together for you

Whether it’s preserving wealth, generating income or growing and managing portfolios…clients value our focussed investment management team who understand their needs, align their interests and invest them in the best opportunities.

“Our client’s success drives ours”

OUR MISSION

Our DNA and culture is committed to our investment capabilities and client service.
We strive to:

  • provide superior financial asset management services so clients achieve their long-term financial goals
  • deliver independent, objective, tailored and creative investment strategies
  • build, preserve and transfer wealth whilst fostering an “investment community environment” delivering both better outcomes and access to opportunities otherwise not available

So our clients enjoy more capital growth and income with less volatility.

OUR VALUES

Respect for the Individual
Integrity
Accountability
Community
Social responsibility