What we do

Welcome to Kennas Financial Services, your partner in shaping a financially secure future. Our experienced team collaborates with you to craft a flexible and comprehensive plan tailoredto your unique goals. At Kennas Financial Services, we believe financial success is about choices, not just income. Trust us to provide expert advice and guide you toward a prosperous and secure future. Let’s achieve your goal together! Contact us today.

WORKING With Us

1. Discover

Lay a solid foundation

  • At a discovery meeting, we get to know you and your current financial situation. At this meeting, we gather information on your lifestyle and financial goals. We look at your aspirations and listen to your concerns.

Partner with skill and expertise

  • Once you decide to partner with us, you’ll receive a “Client Engagement Letter” document
    providing you with information on our advise and fees. The fee quoted will be based on the complexity of your situation and the estimated time taken to prepare your individual advice.

2. Advise

Shape your vision

  • Incorporating all the aspects of financial planning, we’ll create a tax effective financial plan best suited to your future. This personalised strategy offers you solutions to turn your financial and lifestyle goals into reality.

Hands on guidance

  • To ensure you have a full understanding, we’ll walk you through your personalised strategy and explain how it works for you. A Statement of Advice and relevant Product Disclosure Statements provide you with a complete overview of the expected costs at each stage.

3. Implement

Reap the rewards

  • Your patience and persistence will now see your future success taking shape. As your implementation partner, we’ll provide you with the necessary tools and documents to implement your plan, and meet your lifestyle aspirations.

4. Review

Review and refine

Your progress is kept up to date via a review process which provides guidance and recommends changes (if necessary). To suit your needs and budget, we offer flexibility with the level of service you require.

Our Finance Specialists

Brent Giles

Director – Representative

  • CERTIFIED FINANCIAL PLANNER®
  • Life Risk Specialist – LRS®
  • FPA Aged Care Specialist
  • Advanced Diploma of Financial Services (Financial Planning)
  • Bachelor of Business (Accounting) with Distinction
  • Member of Financial Planning Association of Australia

Andrew Landsberg

Director – Representative

  • Bachelor of Business (Accounting) with Distinction
  • Graduate Diploma (ICAA)
  • Member of The Institute of Chartered Accountants in Australia – CA
  • Diploma of Financial Services (Financial Planning)
  • Member of Financial Planning Association of Australia

Thomas Cleary

Representative

  • Bachelor of Business (Accounting and Management)
  • Graduate Diploma of Financial Planning

Testimonials

  • “We are very thankful for the peace of mind that Tom and the team at Kennas Financial Services has provided us, especially after a poor experience with our previous adviser down south. As retirees, securing our financial future is of the utmost importance, and the team at KFS has advised us with expertise and a personalized approach. We value being able to see a local adviser face-to-face and feel that we are in good hands going forward.”

    / John and Laraine Walters

  • Kennas has provided us with both accountancy and financial services for over 10 years now, guiding us through the establishment and growth of a medical practice and development of our own personal taxation and investment programs. In our minds the team at Kennas is second-to-none. We have always encountered the highest levels of professionalism and value the honest, trustworthy and reliable advice that is readily available. In our experience Kennas tailors its service to the needs of its customers. For us the team at Kennas has become a much appreciated and highly valued source of guidance, advice and support.

    / Ian and Zoe Etherington

  • Kennas has provided professional accounting and business management advice to our firm for over 40 years. During this time, the team at Kennas has guided us through a fivefold growth in our business. Kennas has an intimate understanding of our client base and the service we provide to our clients. Kennas also offer an excellent service in benchmarking our performance against other similar professional organisations. This has enabled our firm to identify areas of improvement and consolidate our strengths. Important to our firm’s managing partners and our staff is the Financial Planning advice provided by Kennas. This enables our team to invest wisely for their future, advice which is valued by our staff.

    / G & M Wills

  • We have been associated with Kennas for over thirty years.  Having been a family owned rural business, we initially mainly required advice relating to rural business accounting and taxation matters. When it came time to retire and hand over the business to our sons, Kennas assistance was invaluable in completing the succession transition seamlessly.  In retirement, with our super fund in place, we have confidence in Kennas Financial advice.  Throughout the years, Kennas team have always been professional, efficient and accessible with up to the minute information readily shared.

    / P & J Werner

  • “We’ve been very happy with Kennas Financial Services and the advice provided by Tom who went the extra mile to meet us in the comfort of our own home. As retirees, this personal touch meant a lot and it has made our financial advice journey smoother, easier, and more personal. Tom was not only professional but also friendly, making us feel heard and understood. The team at KFS have also been easy to contact and prompt with handling our queries along the way.”

    / Lola McGovern

  • We have been long term clients of Kennas Accounting. Our journey began with Brent and his team on the financial planning side before retirement. They expertly managed our transition from the sale of our business into retirement, making the process incredibly simple and stress-free. Now, in retirement, we’re free to enjoy our passions without worrying about our finances. Our ongoing relationship with Kennas ensures regular touchpoints, giving us peace of mind. Thanks to their management, we receive a regular monthly income and have no concerns about our financial future. Truly, we couldn’t have asked for a better experience!

    / Mick Faust