Strategic wealth management for individuals, families, retirees and business owners

Wealth planning is about more than numbers, it’s about unlocking the full potential of your life. It’s about clarity, confidence, and peace of mind, knowing every financial decision you make is aligned with your long-term aspirations.

Life is unpredictable, but your financial strategy shouldn’t be. With a proactive, high-touch advisory model, we help ensure your wealth remains robust, responsive and resilient, so you can focus on what matters most.

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Our services

Unlock your future with bespoke financial solutions that aim to help grow and manage your wealth for today and tomorrow. We can support you with:

 

 

Superannuation Advice & Management

Superannuation Advice
& Management

Enhance retirement outcomes with advanced strategies designed to support your super’s growth objectives and manage tax efficiency, in line with your goals.

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Self-Managed Super Funds (SMSFs)

Self-Managed Super
Funds (SMSFs)

Explore SMSF strategies that are custom-built to support your longer-term financial goals, offering greater flexibility with your retirement planning.

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Investments - Direct Equity Advice & Management

Investments - Direct Equity
Advice & Management

Strengthen your position with bespoke portfolio curation and ongoing management, all tailored to your risk profile and wealth objectives.

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Early Retirement Planning

Early Retirement
Planning

Plan for retirement on your terms with a personalised strategy and roadmap that balances lifestyle, legacy and liquidity.

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Intergenerational Wealth Transfer & Estate Planning

Intergenerational Wealth
Transfer & Estate Planning

Expertly structured strategy that proactively manages your wealth transfer, all aligned to your personal values and intent.

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Aged Care Financial Planning

Aged Care Financial
Planning

Expert financial guidance for high-complexity decisions, including funding strategies, asset treatment, and estate considerations.

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Ready to unlock what’s next?

Whether you’re protecting wealth, managing transition, or planning a legacy, our bespoke advisory service brings clarity and confidence to every stage of your financial life.

Reach out today and take the first step toward a more confident financial future.

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Why choose Blenkhorn Kirkwood for your financial planning?

We balance strategic expertise built at leading global investment firms with the discretion and personalisation of a boutique firm. We’re trusted by successful individuals and families across Sydney and beyond, because we listen, tailor and deliver.

 

Global firm expertise meets personalised service

Global firm expertise meets personalised service

With decades of experience with leading global investment firms, we deliver high-level strategy with the responsiveness, accessibility and care of a boutique advisory.
Accountable only to you

Accountable only to you

As a self-licenced and privately-owned firm, we’ll always provide advice that truly aligns with your goals, no competing priorities, just transparent, clear and bespoke advice.


Proactive guidance, end-to-end

Proactive guidance, end-to-end

From investment strategy to wealth transfer, we’re with you every step. As your life evolves, so will your plan, with regular touchpoints and proactive management.
Trusted through time

Trusted through time

Over the past 20 years, we've built enduring relationships by helping clients navigate change with clarity, care and strategic foresight.

Forward-thinking and research-driven

Forward-thinking and research-driven

We combine real-time market intelligence with trusted research to ensure your financial strategies are well-informed and responsive.

Our passion, your confidence

Our passion, your confidence

Our passion lies in delivering financial peace of mind. We do the heavy lifting, so you can focus on your business, your family and the legacy you’re building.

Our clients say it best…

 

  • Ken & Peara go above and beyond with their service. They are proactive with review meetings, compliance & keeping us up to date with local & international happenings. They are always available for a catch up, which provides peace of mind.

    Samantha

  • We have always been delighted with our service from Blenkhorn Kirkwood Financial Planning team through their knowledge and accurate investment suggestions for a number of years. This includes three separate portfolio's from our family group and in all cases we have complete satisfaction. We look forward to our ongoing association with Ken, Peara & their team.

    Judy & Geoff

  • Ken is very attentive to his client’s needs and designs plans to meet our goals. Through his review processes we constantly update the investment package to meet changing circumstances. I would definitely recommend him to any new customers.

    Scott

Meet the Blenkhorn Kirkwood team

With Blenkhorn Kirkwood, you have a highly qualified team in your corner. We’re small enough to keep things personal with the wealth of experience to handle complex financial challenges with confidence.

When you choose Blenkhorn Kirkwood, our expertise, care and commitment is with you every step of the way.

Meet our Principal Adviser      Meet the team    

Our approach

Three steps to your bespoke financial plan.

 

01.

Discover

An initial consultation uncovers your goals, concerns and opportunities. Then we meet to deep dive into your financial landscape to gain clarity on the path ahead.

02.

Design

We create a bespoke strategy to move you forward. Then we meet to walk through your plan together, align on next steps, and set the rhythm for ongoing reviews.

03.

Deliver

Your plan is set in motion. Through constant research and regular reviews, we keep your strategy aligned with market shifts, your lifestyle and your goals.

Take the first step

Whether you’re refining your strategy, expanding your portfolio or planning your legacy, we’re here to support your goals.

Book a confidential consultation today.

Book a consultation