Kearney Group Financial Services

I would have no hesitation in recommending Kearney Group. They made the complex process of organising our finances simple and easy to understand. They've helped us manage our daily spending as well as create a way for us to be financially secure into the future. Couldn't recommend them more.

We have been with Kearney and Co for some time, recently we required further financial assistance to provide us with a strategy on managing our Financial future.Kevin, Lachlan and the team have been fantastic at answering all of our questions and guiding us through the process. Having clarity on our future financial strategy provides us with the direction and reassurance to make smart financial decisions.

Cindy and I had the pleasure of meeting Sash to help us secure our first home loan. From the moment we met Sash we felt comfortable and knew he would provide us with the best advice. We came across a few hurdles early in the application but thankfully Sash had a solution and we went on to successfully secure our first family home.

Alisdair Jackson went above and beyond so that we could reach settlement for our first home. Thank you, Al, for all you did to make the purchase of our first home as seamless and smooth as possible. We know how hard you worked behind the scenes to make this possible. Very much appreciated.

We just had our insurances reviewed by Nga, she is amazing! So thorough and it is clear that she prioritised our best interest.

Al from the Kearney group was amazing to work with. Super friendly and accomodating. Always available to answer any questions and a great communicator. Highly recommend the Kearney groups services.

Nga, Jen, Kale, Steve and the team at Kearney group are great to work with and have helped me immensely with tax planning, financial planning and bookkeeping. It’s been a weight off my shoulders as a small business owner. Thanks for the support team!

We had two key requirements for appointing a financial adviser: 1) someone who resonated with us on a personal level, and 2) someone willing to work with our tight timeline. I had an initial phone conversation with Jen who asked pertinent questions to understand who we are and what our goals were. She explained how Kearney Group were best set up to help, and concluded our conversation by organising an introductory chat with the team we’d work with. Immediately after the phone call, we knew their commitment, philosophy and professionalism was exactly what we were seeking.The person to lead us on our journey was Kevin. He was always accomodating of our circumstances by tailoring in-person and remote meetings to work around work and family commitments. Kevin took the time to understand our goals and always remained patient with our many questions—something we really valued when navigating the complex world of tax and finances. By working with us, Kevin was able to provide us a clear view of our current finances plus a view of our future position (showing several scenarios based on data modelling wizardry). From this we were able to tailor a plan that balanced our lifestyle and future aspirations.This journey has given us clarity about our future and we now feel more empowered and confident about our finances.We would certainly recommend the team at Kearney Group!

Incredibly satisfied with services provided by Kearney Group. Nga Vu was very thorough and provided a tremendous amount of assistance throughout the hole process. Very happy with advice and subsequent services provided.

We have been with the Kearney Group for over a decade now. Every one that we have dealt with has been professional and very friendly to deal with. We have been able to achieved many goals in our lives with their guidance. We are currently being advised by Kevin Ly who has studied our personal situations and suggested a financial plan tailored to meet our future needs. I thoroughly recommend the Kearney Group.