Entrepreneurs and Business Owners
Entrepreneurs & SME Business Owners
It is our commitment to align with the best interests of our clients and share their entrepreneurial spirit by being there every step of the way. We partner with a wide range of business owners and their families to provide investment expertise, long-term perspective and fostering multi-generational relationships to preserve and grow their wealth.
From succession planning to business acquisitions and future opportunities, we have created the trademark Kenwell GAME Plan specifically designed to help entrepreneurs and business owners on their individual journey.
Executives and Senior Management
We understand many executives are pressed for time, so place your trust in our professional advisers to remove the burden of financial planning.
We work collaboratively with clients to set tailored goals in every area of their life and map out the best approach for them financially by providing income tax strategies, wealth and investment management and family financial advice.
Our comprehensive financial advice will ensure your finances are not neglected but instead given the opportunity to grow.