Our comprehensive financial advisory service provided by our alliance partner helps us understand your current financial situation, your risk profile, your lifestyle and your goals, and allows us to work with you to develop a plan to set you on the path to achieving them.
Kensington Wealth Pty Ltd ATF Kensington Wealth Unit Trust ABN 54 813 940 955 t/as Kensington Wealth is a Corporate Authorised Representative of NEO Financial Solutions Pty Ltd AFSL no. 385845 / ABN 64 141 607 098
Our business has demanded capital at varying times of our life cycle.
Having a proactive accounting team that can respond well to lending institutions needs and deliver the documents in a format that removes my team from the headache of sourcing relevant reports.
The ability to lean on an accounting firm that acts more like a business partner than a service provider has set up our business for success.
Having experienced a number of businesses and associated accounting firms, the trust and confidence provided by Kensington Financial Group has been unparalleled.
The team have been diligent to our needs and have created a model for how we can streamline our operation and improve our forecasting.
The business has used the many of the services KFG has to offer and will continue to do so.
The working relationship with Kensingtons has spanned over a decade. In that time, we have adopted more and more of their service offerings as our business has grown.
Michael and his team have been pivotal to the financial success of our firm delivering advice when needed such as models for cashflow and forecasting as we grew in size, number of locations and people.
In the ten or more years we have used them, their ability to adapt and offer services and advice beyond our own capabilities has been one of the driving reasons for our success.