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.
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.
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.
We’ll provide you with tailored strategies that help create or preserve wealth through optimising your assets, earning potential and tax position.
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.
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.
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.
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.
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.
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.
We would love to help you find a provider specialised to your 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.