You deserve a financial planner with depth of experience and a passion for personal service. Your financial future is our business, so we consider each client relationship to be a partnership and your prosperity and security to be our mutual goal.
Our five step consulting process takes people along a path of education allowing them to make informed choices regarding their financial future.
At Blenkhorn Kirkwood, you will have access to personalised service and highly skilled advisers who have both domestic and international wealth management experience which is delivered in a local and family operated setting.
Our professional promises
are that we will;
we will answer your calls & return your emails.
Keep you informed.
Be positive & respectful.
Always follow up.
Care for our clients.
Take notice of the little things because they can mean a lot.
To provide appropriate advice, we need to thoroughly understand your financial position. Prior to our meeting, it helps to gather all of your necessary information so that we can make the best use of our time together. We will send you a pre-appointment questionnaire and ask that you return that to us before the first meeting.
This is known as our discovery meeting and is about looking at your needs, your goals, your current situation, your background, where you would like to be and what is important to you. If you are happy to go ahead, we will provide you with a formal Letter of Engagement.
Using the information from the discovery meeting and our experience as financial advisers, we analyse your situation, assess your goals and provide recommendations. These are then detailed in our written Financial Plan or Statement of Advice.
If you decide to go ahead with the recommendations in the Financial Plan or Statement of Advice, we will arrange for our recommendations to be implemented as detailed in the Statement of Advice.
It is important to keep your financial affairs up to date. The review sessions will take into account any changes in circumstances, as well as any changes to legislation and the market. We will tailor it to fit with your requirements and needs.
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.
Ken gave us sound advice on investments with good security and returns. He was always available when required.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
We want to inspire you, help you and guide you to feel financially secure and comfortable whilst enjoying the lifestyle you deserve and protecting the important things that matter - you and your family. We want to hear your story, interests and expectations.