Life
Planning
To help you navigate a successful path, you need one integrated plan for both your finances and your life goals.
At Kenwell, we believe in planning for the person you are, not just the money you have.
We founded Kenwell in Switzerland with the simple aim of helping people achieve Financial Wellbeing, wherever they live and whatever their circumstances.
Plenty of companies are interested in the money people have. Very few are interested in them simply as people. At Kenwell, our philosophy is to look after the whole person and their Financial Wellbeing. We do this by getting to know you, first.
Using a series of innovative exercises and ongoing conversations, we uncover what is important to you and makes your life meaningful – so you can visualise what you want to be, where you want to be and how to get there,
We want to help you take control of your Financial Wellbeing – your mental, physical and emotional welfare.
Together, we help you create a tailored roadmap, based entirely on your specific values, dreams and priorities for the future you want.
Sometimes as a financial planner you need to go above and beyond simply giving financial advice.
We treat our clients as we expect to be treated. We know that together we can achieve great things.
Start your journey with Kenwell today
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