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FINANCIAL PLANNING SERVICES

The team of financial planners at Kennas Financial Services work with you to develop a financial strategy that takes into account your personal circumstances, your financial and lifestyle goals, your aspirations and your risk tolerance.  We help you to identify what you want to achieve and set the financial strategies to help you achieve them. Our advisers understand that your circumstances may change over time and that plans must be flexible and need to be reviewed regularly.

Our step by step process to develop the right financial plan for you includes:

  • Understanding your goals - An initial meeting, at no charge and no obligation, is held to discuss your current situation and life goals
  • Considering the opportunities and risks - We investigate the range of options to help you reach your goals
  • Building your financial strategy -  We present you with a personal financial plan, which will set you on the path to where you want to be
  • Bringing your plan to life - We assist to implement your financial strategy, giving you as much control and/or support as you require
  • Staying on track - We stay in touch, ensuring your plan stays up to date as your life changes.

Whether you are interested in wealth creation, superannuation or planning for retirement, are retired, are looking at assessing aged care financial arrangements or planning your estate, one of our highly trained, qualified advisers will be able to assist.

Personal Financial Advice

Investment Advice & Wealth Creation 
Superannuation & Retirement Planning 
Asset Protection & Estate Planning 
Aged Care Planning & Advice 
Personal Insurance Review

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