SERVICES

Kennedy Partners Wealth is an independent, boutique, private investment advisor. We offer tailored and objective wealth management services aligned to the specific needs of each client. 

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“The Bullmarket never ends, it just changes asset class”

MISSION

Our clients are ‘wholesale’ or sophisticated investors who may be investing as individuals or through a trust, company or self-managed superannuation fund. We also assist with the investment needs of family offices, foundations and not for profits. The focus of our investment strategies is: To identify and implement wealth creation opportunities to achieve the highest returns on a risk adjusted basis To fully understand the needs of our clients and establish a long term financial partnership. To maintain an asset allocation strategy which takes into account the cyclical nature of markets. To achieve our clients’ goals we have partnered with a number of key service providers who combine to offer secure, efficient and high–performance wealth management solutions.

VALUES

Our clients are ‘wholesale’ or sophisticated investors who may be investing as individuals or through a trust, company or self-managed superannuation fund. We also assist with the investment needs of family offices, foundations and not for profits. The focus of our investment strategies is: To identify and implement wealth creation opportunities to achieve the highest returns on a risk adjusted basis To fully understand the needs of our clients and establish a long term financial partnership. To maintain an asset allocation strategy which takes into account the cyclical nature of markets. To achieve our clients’ goals we have partnered with a number of key service providers who combine to offer secure, efficient and high–performance wealth management solutions.