Director & Financial Life Planner
Kenwell’s financial life planner Joe has more than five years’ experience in the financial services industry, having developed the knowledge and skills to create and adapt tailored financial plans.
Joe has been working with clients, business owners and their families to achieve their life goals – both personally and financially. He leaves no stone unturned when engaging with clients by planning people first and their money second. Joe is heavily involved in ensuring the services Kenwell provides its clients and families hold real value to their lives and deliver clarify as well as peace of mind.
Away from work, Joe enjoys keeping active with the social and competitive aspect of fitness, and has a passion to explore and learn about different places and people.