Our Story

The Kimmorley Financial Management team, for over three decades, has been the driving force behind countless financial success stories. Our vision still stands—deliver unmatched financial solutions. This unwavering commitment forges our ability to adapt and continually attend to the unique needs of each client.

Our journey began with a simple yet profound principle— prioritising people over profits. From these building blocks, our legacy has taken shape. It's what sets us apart in an industry often preoccupied with short-lived transactions.

We are not just a financial company; we're a legacy-building partner, committed to your financial prosperity. If you're aiming for retirement, to build wealth, or make sure your family's finances are secure, our dedicated team is here to help you confidently steer through the world of finance.

We welcome you to Kimmorley Financial Management - where experience, commitment, and a people-first approach come together to shape your financial future.

Our Commitment

At Kimmorley Financial Management, we grasp the essence of financial planning—it’s not confined to the present; it’s about crafting a financial legacy that endures. This comprehension fuels our “people-first” ethos. Whereby, the wealth we build isn’t merely measured in dollars and cents, but intertwined in the relationships we foster, spanning across generations.

Our clients are the integral life form of our business. We work relentlessly to retain our valued clients and our client base will never grow beyond our ability to meet our promise of exclusivity—our competitive edge. We will never compromise this. We will however expand our knowledge of the industry for the benefit of our clients. In essence, you’ll feel your financial life is organised, knowing you have a reliable partner offering consistent advice amid market and legislative changes.

Why Choose Us

  • Experience Matters: With over 30 years of experience, we bring wisdom and insight to every financial decision.
  • Personalisation is Key: We know that one size does not fit all. Our solutions are bespoke, tailored to your unique financial goals.
  • Your Success is Ours: Our commitment to your long-term success is unwavering.
  • Strategic Approach: We take a comprehensive view of your financial landscape, ensuring no stone is left unturned.
  • Legacy Building: Our dedication to intergenerational wealth ensures your financial security spans lifetimes.
  • Community Spirit: Giving back is a core part of our philosophy. We’re dedicated to making a positive impact beyond finance.

Our team