Kimmorley Financial Management

Aligned with your vision 

Welcome to Kimmorley Financial Management

For over 30 years, our dynamic team at Kimmorley Financial Management, has delivered unparalleled, bespoke financial solutions that resonate with the unique needs of each individual client.

Our longevity goes far beyond short-lived transactions; Our people first approach builds wealth over the long term. This philosophy empowers us to foster enduring relationships that flourish across generations.

Your Wealth

  • Tailored investments

  • Asset guidance and Management

  • Superannuation Funds

  • Effective financial strategies

  • Portfolio administration

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Your Family

  • Intergenerational wealth transfer

  • Succession planning

  • Working in collaboration with your other professional advisers

  • Personal Insurance and asset protection

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Your Family Business Plan

  • Personal Cash flow analysis

  • Asset and liability projections

  • Future wealth and retirement concepts

  • Tax optimisation

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With over 30 years’ experience, we bring wisdom and insight to every financial decision.

What prompts our clients to seek our expertise?

  • Longstanding 30 years’ assisting clients over generations.
  • We’re accountable.
  • We’re guided by strategic thinking, not confined to financial product-centred approaches.
  • No institutional ties, our guidance is based on our client’s needs.
  • We alleviate the stress of financial management for our clients.
  • Our team culture is about recognising people, not just the numbers.
  • We give back to our community.
  • Our open plan office and collaborative team allows for more support.

At Kimmorley Financial Management, we’re not just a financial company; we’re a partner on your financial journey, committed to aligning your goals, your future, your family, and your success.