STRATEGIC PLANNING

At Blenkhorn Kirkwood, we will consider many aspects of your life and then take a holistic view of your situation and address your financial needs, both now and into the future. We will listen carefully to your aspirations, needs, wants and build strategies that are entirely customised to help you achieve your objectives. A well-thought-out financial plan put into place today can go a long way in helping you achieve tomorrow’s goals.

CASHFLOW MODELLING
AND BUDGETING

Benefit from experienced advisers who can work with you to create a cashflow management plan. Perhaps you want to ensure you are using your cashflow surplus most effectively, or have you thought about the tax implications of how you’re managing your finances. We can help give you a clear understanding of what your expenses are and whether that is consistent with your goals.

INVESTMENT ADVICE

Our advisers keep up to date with daily changes in economic events and movement in financial markets. We have intimate knowledge of a wide variety of investment sectors and will help take the stress out of choosing from the often bewildering variety of options available.

WEALTH CREATION

We’ll provide you with tailored strategies that help create or preserve wealth through optimising your assets, earning potential and tax position.

RETIREMENT PLANNING

At Blenkhorn Kirkwood, we understand retirement must give you the freedom to enjoy the fruits of a lifetime of labour. With extensive experience in this area, we’ll work in partnership with you to deliver the security of a sound financial strategy for your retirement.

SUPERANNUATION

Understanding and making the most of your super during your working life can make a world of difference in your retirement. Few areas are as complex and dynamic as our superannuation and retirement system, so we’ll help navigate you through this potential minefield using the latest information and intelligence.

WEALTH PROTECTION –
PERSONAL INSURANCE

Protecting your wealth is just as important as growing it. We have the expertise to provide you with a risk management plan that can help protect you and your loved ones from financial loss if something unexpected happens. This is to ensure you and your family are protected if your income were to suddenly stop or if you were to fall ill or be seriously injured for an extended period of time.

ESTATE PLANNING

We’ll ensure that your family’s ongoing wellbeing is safeguarded, by helping to protect your estate so that it can be distributed to your intended beneficiaries according to your wishes, in both a systematic and tax effective manner.

BUSINESS PLANNING

We’ll help you secure the integrity of your business at the time of its sale or succession, through the implementation of appropriate financial strategies.

OUR PARTNERS

If we can’t cater for your personal needs, we know someone who can. Whether you need specialist advice on estate planning or mortgage broking, we want to connect you with the right people.

ESTATE PLANNING

MORTGAGE BROKING

ACCOUNTANT

SMSF AUDIT

AGED CARE

GENERAL INSURANCE

We would love to help you find a provider specialised to your needs.

    WE ARE LISTENING – LET’S CONNECT NOW

    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.