Kearney Group Financial Services
About the Business
Welcome to Kearney Group Financial Services, located at 425 Smith Street in the vibrant suburb of Fitzroy, Australia. As a leading institution in the accounting, establishment, finance, and insurance agency sectors, we are dedicated to providing exceptional financial solutions and advice to individuals and businesses alike.
At Kearney Group, we are not just a team of financial professionals; we are a group of dreamers, doers, pioneers, and visionaries. In a world where best practices dominate, we strive to be at the forefront of truly integrated financial advice for pioneers and their businesses. Our unique blend of skills and holistic approach combines technical expertise with creative thinking, allowing us to drive meaningful transformations for our clients.
Founded and led by Lucy Feagins, the Founder & Editor of The Design Files, Kearney Group is proud to have a team of over 50 talented individuals who are passionate about their work. We are constantly growing and on the lookout for new talent to join our award-winning firm in the heart of Melbourne.
Throughout our history, Kearney Group and our team have been recognized for our excellence and contribution to the industry. We are honored to have been named finalists in the 2022 MFAA Excellence Awards, a testament to our commitment to providing exceptional service to our clients.
When it comes to our services, we offer a comprehensive range of financial solutions tailored to your specific needs. From private wealth management to comprehensive planning, our experienced team will guide you through our proven investment philosophy and integrated advice teams. We believe in a holistic approach that considers both your business and household needs, ensuring a well-rounded financial strategy.
At Kearney Group, our story is not just about our achievements, but also about our commitment to our community and the environment. We are proud to call Wurundjeri Country our home and acknowledge the Traditional Owners and their ongoing connection to the land, sea, culture, and community. We pay our respects to Elders past and present, recognizing that sovereignty has never been ceded.
Whether you are an individual looking for personalized financial advice or a business seeking comprehensive financial solutions, Kearney Group Financial Services is here to help. Explore our website to learn more about our team, our approach, and how we can work together to achieve your financial goals.
Photos
Location & Phone number
425 Smith Street, Fitzroy, Victoria 3065, Australia
Hours open
Monday:
9:00 AM - 5:30 PM
Tuesday:
9:00 AM - 5:30 PM
Wednesday:
9:00 AM - 5:30 PM
Thursday:
9:00 AM - 5:30 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Extremely happy with Sash, very prompt and professional. We had a very short 14 days settlement to meet, Sash was so helpful and informative the whole time, making it a smooth and stress free process for us with it being settled on time."
"Excellent assistance with securing a home loan as someone who has been self employed for the past 10 years. A lot of effort was put in on my behalf to deal with the banks who do not readily lend to those of us working for ourselves! Al and the whole team went above and beyond to ensure a loan was secured and at the best possible rate. I highly recommend their services!"
"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."
"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."
"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!"
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