3 Reviews

Sharon Kennedy

Retirement and Beyond Financial Planning

Platinum

15 Yrs Experience

Chambers Flat, QLD 4133

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Why did I become a financial adviser?

After meeting with a financial adviser in my late 30's, both my husband and I left feeling overwhelmed and annoyed as we were told what we should do, we were not listened to, and our opinions weren't considered. This made me determined to become a financial adviser so I could make a real difference in people's lives.

My service offering.

Is all about you to ensure outcomes are modelled on your unique set of circumstances, whether they be financial or not.

Understanding what motivates you, what keeps you awake at night, what you wish to achieve now, what you wish to achieve in the future, so we can work on bite sized goals. Armed with this information, you will be well equipped to consider everything more logically, not emotionally, allowing you to make conscious financial decisions.

My specialist areas of focus?

"When should I retire", "I'm about to retire", "Will I have enough money to live off once retired", "I may need some assistance around the home”, "I am looking at downsizing”, How do I maximise my Centrelink entitlements", "I'm needing to move into aged care and worried about the costs".

These are all retirement strategies to ensure you enjoy a comfortable lifestyle throughout your retirement. By engaging me regularly, I work with you along the way to reduce or mitigate any obstacles that may get in your way.

CALL ME TODAY for a complimentary 20 minute chat to see how I can help you.

Government Assistance
Superannuation
Retirement & Pension
Aged Care
Cashflow & Income
Complex Investments
Tax Strategies
Wills & Estates
Budgeting

5.00 August 2024

I have had the pleasure of working with Sharon Kennedy for over five years, and I can confidently say that she is an exceptional financial adviser. One of her standout areas of expertise is assisting with aged care planning. She provided invaluable help when my mother was transitioning into aged care, navigating the complex financial and logistical challenges with ease and compassion. As I approached retirement, Sharon was instrumental in helping me sort out my financial situation. She is incredibly knowledgeable, and her advice is always tailored to my specific needs. I have found her to be honest, trustworthy, and sincere in all our dealings. Her dedication and hard work are evident in the results she has achieved for me. I have no hesitation in recommending Sharon to anyone in need of financial advice, especially those dealing with aged care or nearing retirement. She is a true professional who always has her clients' best interests at heart.

5.00 March 2023

Sharon had been amazing. She has helped with all the paperwork to get my Mum in Aged care and continues the to help my husband and I with ongoing advice. She is dedicated to helping and I can’t recommend her enough. She not only advices but is caring and compassionate. She made a very difficult process of Aged care easy. Sharon is knowledgeable and is dedicated in to helping her clients with life’s challenges.

5.00 December 2022

Sharon is very welcoming, friendly, professional and very approachable, who works with a high degree of integrity to provide families with specialised financial advice that meets their needs and circumstances. Sharon’s expertise in aged care, attention to detail and guidance has been outstanding. We really appreciated that Sharon is always contactable, courteous, helpful and promptly answered our questions. We would like to express a huge thank you to Sharon for the work you have done with our family this year. Our family would highly recommend Sharon’s services and look forward to working with you in the future.