Jordan Kennedy

I provide strategic wealth advice to high net wealth individuals and families, corporate executives, sporting professionals and self-funded retirees. Protecting and building personal wealth, I assist clients with a range of financial planning, investment and advisory services including investment selection, investment management/review, strategic advice and superannuation strategies.

With a strong focus on growing individual wealth, I specialise in superannuation and self-managed super fund (SMSF) as an investment vehicle to help clients achieve their ideal financial position. My financial analysis and researched insights into investment opportunities provides clients with informed information into their investment choice to reach their financial objectives.

Taking a personal approach to client service, I provide proactive and on-going advice to meet the long-term needs of his clients.

My comprehensive wealth advisory experience including cash flow and budgeting, estate and succession planning and family office management provides clients with a holistic approach to financial planning, tailored to each individual’s personal circumstances and stage in life.