Sharon Kennedy
Retirement and Beyond Financial Planning
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Eszter, 65+ years, Westlake, QLD
"I have had the pleasure of working with Sharon Kennedy for over five years, and I can confidently say that she is an exceptional financial adviser. One of her standout areas of expertise is assisting with aged care planning. She provided invaluable help when my mother was transitioning into aged care, navigating the complex financial and logistical challenges with ease and compassion. As I approached retirement, Sharon was instrumental in helping me sort out my financial situation. She is incredibly knowledgeable, and her advice is always tailored to my specific needs. I have found her to be honest, trustworthy, and sincere in all our dealings. Her dedication and hard work are evident in the results she has achieved for me. I have no hesitation in recommending Sharon to anyone in need of financial advice, especially those dealing with aged care or nearing retirement. She is a true professional who always has her clients' best interests at heart."
- Government Assistance
- Superannuation
- Retirement & Pension
- Self Managed SuperFunds
- Aged Care
- Cashflow & Income
Tania, 35 - 45 years, Kirrawee, NSW
"Sharon had been amazing. She has helped with all the paperwork to get my Mum in Aged care and continues the to help my husband and I with ongoing advice. She is dedicated to helping and I can’t recommend her enough. She not only advices but is caring and compassionate. She made a very difficult process of Aged care easy. Sharon is knowledgeable and is dedicated in to helping her clients with life’s challenges."
- Aged Care
- Property Investment
Jo, 46 - 55 years, Arana Hills, QLD
"Sharon is very welcoming, friendly, professional and very approachable, who works with a high degree of integrity to provide families with specialised financial advice that meets their needs and circumstances. Sharon’s expertise in aged care, attention to detail and guidance has been outstanding. We really appreciated that Sharon is always contactable, courteous, helpful and promptly answered our questions. We would like to express a huge thank you to Sharon for the work you have done with our family this year. Our family would highly recommend Sharon’s services and look forward to working with you in the future."
- Retirement & Pension
- Aged Care
My clients have reviewed me based on the following areas of advice
- Government Assistance
- Superannuation
- Retirement & Pension
- Self Managed SuperFunds
- Aged Care
- Property Investment
- Cashflow & Income