Investment
Advice
Business as usual for us, peace of mind for you.
Whether its first-time investors or seasoned veterans, at Kenwell we focus on ensuring your investment portfolio is designed especially for you, and works hard to deliver to you.
Your priorities are as individual as you are, you’re at different stages in your earning life, your appetites for risk vary.
Independent investment advice is so much more than just looking after an individual’s money. It’s about helping and guiding people to make the most informed decisions through their lives as their personal goals and circumstances change.
Every stage of your life presents new priorities, updated personal goals, evolving lifestyle and business needs, and different financial sources.
Kenwell Financial Life Planning was founded in Switzerland, the UK and Australia, with the simple aim of helping people achieve Financial Wellbeing, wherever they live and whatever their circumstances.
Our experienced, multidisciplinary team of financial advisors takes into account short, medium and long-term investments and importantly, the most tax-efficient ways to invest on your behalf.
While there’s specialisation in different client areas such as professional sportspeople, small business owners, entrepreneurs, global citizens, or expatriates returning home, we’re all focused on putting each of our clients first.
Our experienced financial advisors will act as your guide through the staggering array of investment possibilities available today, especially for our European-based clients with cross-border considerations.
From financial gatekeeping to client education and wealth acceleration, Kenwell’s elite team has the experience and technical ability to ensure no stone is unturned in the management of your finances.
Start your journey with Kenwell today
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