Kennedy Partners Wealth is an independent, boutique, private investment wealth adviser. We manage assets on behalf of clients who are wholesale or sophisticated investors, family offices, foundations, not for profits and Significant Investment Visa (SIV) applicants. Leveraging our many decades of global wealth management experience we offer tailored and objective wealth management services aligned to the specific needs of each client. Wealth management advice is implemented based client goals and solutions, not products. The focus of our investment strategies is: To fully understand the needs of our clients and establish a long term financial partnership. To identify and implement wealth creation opportunities focused to achieve the highest returns on a risk adjusted basis To maintain a diversified asset allocation strategy which takes into account the cyclical nature of global markets. Kennedy Partners Wealth has its own Australian Financial Services Licence which allows it to partner with a number of key global service providers who combine to offer more secure, efficient and high-performance wealth management solutions to manage clients' wealth. AFSL No 411324
View Top Employees from Kennedy Partners WealthWebsite | http://kennedypartnerswealth.com.au/ |
Revenue | $5 million |
Employees | 11 (9 on RocketReach) |
Founded | 2011 |
Address | 88 Phillip St, Level 27, Sydney, New South Wales 2000, AU |
Phone | +61 2 9251 0026 |
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Industry | Investment Management, Finance General, Finance |
SIC | SIC Code 672 Companies, SIC Code 67 Companies |
NAICS | NAICS Code 52599 Companies, NAICS Code 525990 Companies, NAICS Code 5259 Companies, NAICS Code 52 Companies, NAICS Code 525 Companies |
Looking for a particular Kennedy Partners Wealth employee's phone or email?
The Kennedy Partners Wealth annual revenue was $5 million in 2024.
Robert Woodford is the Partner of Kennedy Partners Wealth.
9 people are employed at Kennedy Partners Wealth.
Kennedy Partners Wealth is based in Sydney, New South Wales.
The NAICS codes for Kennedy Partners Wealth are [52599, 525990, 5259, 52, 525].
The SIC codes for Kennedy Partners Wealth are [672, 67].