Financial Planning Sydney

Are you receiving the financial advice and guidance you deserve?

Financial planning is an essential step in securing your future. Feeling uncertain about your financial future can cause undue worry. We understand this concern, and it’s often challenging to find financial advisors who truly listen. Our Sydney financial advisor team is dedicated to empathising with your current situation, ensuring that we help you plan wisely and build on your wealth for the years ahead.

Ken has given me sound advice since he has taken over my superannuation portfolio. He has instilled great confidence with his calm and considered manner.

Dawn

Ken gave us sound advice on investments with good security and returns. He was always available when required.

John

Ken provided the sort of advice to us, a group of inexperienced RSL Sub-Brand committee members, that made our investment portfolio understandable. Ken visited us at our office answering questions from the committee members and gave me as the Sub-Branch Hon Treasurer, regular updates as to the progress of our portfolio. I would endorse Ken unequivocally.

Ian

Ken has always been available for me to discuss any matter regarding finance, holiday queries and is reliable, courteous, and generous with his time. I have always felt comfortable asking any questions and would highly recommend him for his knowledge and expertise. His friendly manner puts me at ease, and I wish him well in his career as a financial advisor.

Julie

I manage my own SMSF but when I need advice Ken has always provided me with his expertise in a timely manner and in ways I might not have thought of. I feel confident in the advice I have received from Ken which helps me with my concerns. There are statutory and legal issues with managing a SMSF which can be complicated, and I can rely on Ken to keep abreast of these issues and inform me of them to comply with these requirements.

Barry

I greatly respect Ken’s knowledge and integrity as my Financial Advisor. Although I have only been a client for six months, Kens advice and assistance in helping us purchase our home in the Retirement Village has been beyond the call of duty normally offered to a client by a Financial Advisor. He is a very clever and competent young man and we wish him well.

Suzanne

Ken advised and helped our family get started in ethical investing. He is knowledgeable, articulate, and provides excellent customer service. He consistently responds to our questions and informs us of important industry updates in a timely manner. We’ve been satisfied clients of Ken’s for years.

Steven

I’ve had my income protection policy through Blenkhorn Kirkwood since 2009. Immediately I felt greatly assured that the team had my best interests at heart. They did a great job determining and then establishing a cover best suited for my circumstances. In the time since my cover commenced, they have been very helpful with any questions and requests I have had. With a growing appreciation of their industry knowledge and professionalism during this association, I have since sought advice from the team regarding the planning of my future finances. Previously, I had a very limited understanding, and little confidence, and could easily become overwhelmed. Collectively through their great ability to communicate the complexities of financial planning, I have developed an understanding I would never have expected of myself, and now have the greatest confidence in the direction of my financial future.

Paul

Ken always made himself available and was responsive to issues or questions raised. He explained any recommendations succinctly and clearly. He always appeared knowledgeable and balanced. Plus, he was also very personable.

John

Ken took over our portfolio at a time when I was extremely disappointed in the level of service, advice and reporting we were receiving. I suspect I was noted as a ‘difficult’ client. Accordingly, Ken and I had some initial difficulties but, over time, Ken showed he was quite capable and able to provide the level of service and advice that I believed we were entitled to. I also suspect that Ken came to realise my initial complaints were more than likely justified. Since those early days, Ken has been on board with our trustees, and they appreciate Ken’s insight into our portfolio and generally adopt his buy/sell/keep recommendations.

Graeme

Kens advice has proved to be sound and in a difficult financial market has guided us well with our investments. He is always contactable 7 days a week and if not, soon returns my call.

Phillip

I have known Ken Dewar for several months as my financial advisor. During this time, I have found him to be an extremely caring person, and a good listener, who seems to understand my financial needs. I feel he is a person who genuinely has my best interests at heart. As a retiree I trust Ken to guide me through the intricacies of the financial markets and to get my money to work for me in the best possible way.

Valerie

Ken took over my portfolio management in 2018.I had felt disappointed in the overall performance of my previous advisor and felt as though I was just a number, with no one keeping a good eye on my portfolio. Ken immediately showed interest, regular contact and helped me ride out the COVID crash. I am now with Ken at Blenkhorn Kirkwood Financial Planning and the continued high level of communication and care for my portfolio is maintained. Ken now has a lot more flexibility to set investment strategies that suit my needs.

Craig

HOW OUR FINANCIAL PLANNERS WORK WITH YOU

DISCOVER

DESIGN

DELIVER

Pre-Appointment Contact

Before our initial meeting, we’ll send you a questionnaire to gather essential financial information.

Initial Meeting

We’ll discuss your needs, goals, and background. If you’re satisfied, we’ll provide a formal Letter of Engagement.

Strategy Meeting

Using your information, we’ll analyze your situation and offer recommendations in a written Financial Plan.

Implementation

Upon your approval, we’ll put the recommendations into action as outlined in the Plan.

Progress Meetings

We’ll conduct regular reviews to adapt to changes in your circumstances, legislation, and the market, tailoring them to your specific requirements.

READ ABOUT OUR FIVE STEP PROCESS

HOW FINANCIAL PLANNING CAN HELP YOU

A skilled financial planner can provide invaluable financial advice tailored to your unique situation. They dive deep into understanding your goals, assessing risks, and ensuring that you’re on the right path towards achieving them. Financial planners aren’t just about managing investments, they provide holistic guidance on all aspects of your financial life, ensuring every decision aligns with your aspirations. So, whether you’re saving for a home, planning for retirement, or just want to make your money work harder for you, embarking on a journey with a dedicated financial planner can make all the difference. If you’re seeking professional financial planners in Sydney, look no further. Take that crucial first step towards a brighter financial future by booking a consultation with our expert team at Blenkhorn Kirkwood today.

OUR FINANCIAL PLANNING SERVICES

STRATEGIC PLANNING

At Blenkhorn Kirkwood, we offer holistic financial planning tailored to your aspirations and needs. By understanding your current and future goals, we craft custom strategies to secure your financial future. Today’s well-devised plan ensures tomorrow’s success.

CASHFLOW MODELLING AND BUDGETING

Benefit from expert advisers for optimal cashflow management. Whether maximising surplus, understanding expenses, or considering tax implications, we provide clarity and alignment with your financial goals.

INVESTMENT ADVICE

Our advisers stay updated on daily economic events and market movements. With in-depth knowledge of numerous investment sectors, we simplify the complex choice of investment options, reducing your stress.

WEALTH CREATION

Our Sydney financial planners offer customised strategies designed to either create or maintain wealth. We focus on optimising your assets, harnessing your maximum earning potential, and strategically improving your tax position.

RETIREMENT PLANNING

At Blenkhorn Kirkwood, we believe that retirement should be a time to relish the rewards of years of hard work. Leveraging our vast expertise in retirement planning, we’re committed to collaborating closely with you to craft a robust financial strategy for your retirement.

SUPERANNUATION

Navigating your superannuation during your career can significantly impact your comfort in retirement. The realm of super and retirement planning is intricate and ever-evolving. We’re here to guide you through this intricate landscape with up-to-date insights and expertise.

WEALTH PROTECTION –PERSONAL INSURANCE

Safeguarding your wealth is as crucial as its growth. Our experts can create a risk management strategy to shield you and your family from financial setbacks due to unexpected events, such as sudden income loss, illness, or prolonged injury.

ESTATE PLANNING

We’ll make sure your family’s long-term security is preserved by assisting you in safeguarding your assets. This will enable the distribution of your estate to your chosen beneficiaries according to your preferences, while also optimising tax efficiency.

BUSINESS PLANNING

We assist in safeguarding your business during its sale or succession using tailored financial strategies for long-term security and peace of mind.

OUR MISSION

Blenkhorn Kirkwood has been enhancing wealth and protecting lifestyles in Sydney for over twenty years. Delivering true international wealth management experience with exemplary customer service in a local setting, allows us to bring tailored financial advice and professional excellence to our clientele.

Who We are

What we do

Insight

Financial Planning Services Sydney

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