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Kearney Group Financial Services

Address Suite 137/425 Smith St, Fitzroy VIC, Australia
Phone +61 3 9428 8822
Hours
Monday09:00-17:30
Tuesday09:00-17:30
Wednesday09:00-17:30
Thursday09:00-17:30
Friday09:00-17:00
Website www.kearneygroup.com.au
Categories Financial Planner, Accountant, Bookkeeping Service, Business Development Service, Business Management Consultant
Rating 4.7 36 reviews
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Kearney Group Financial Services reviews

36
Sort by: date highest rated lowest rated most helpful
Eliza
13 September 2023 11:04

If you want to make your life easy, these are your go-to people! Kearney Group covers all basis with a high level of expertise, making daunting processes seem so simple.

From financial advice, purchasing our first house, and submitting our tax returns, we have been in good hands the whole time.

As long as the Kearney Group is around, we will be coming back!

Eunice
29 July 2023 20:57

Extremely happy with Sash, very prompt and professional. We had a very short 14 days settlement to meet, Sash was so helpful and informative the whole time, making it a smooth and stress free process for us with it being settled on time.

Libby
21 May 2023 14:59

Alisdair Jackson went above and beyond so that we could reach settlement for our first home. Thank you, Al, for all you did to make the purchase of our first home as seamless and smooth as possible. We know how hard you worked behind the scenes to make this possible. Very much appreciated.

Robert
14 April 2023 10:43

Sash was fantastic. Kept us informed of where we were at, got us over the line at the very last minute. I will definitely call him again for future finance requirements.

Susan
01 April 2023 3:54

Al and Sash at the Kearney Group were fantastic in helping me refinance my home loan, highly recommend.

Mariah
26 March 2023 7:44

Al from the Kearney group was amazing to work with. Super friendly and accomodating. Always available to answer any questions and a great communicator. Highly recommend the Kearney groups services.

Bradley
04 March 2023 7:27

Incredibly satisfied with services provided by Kearney Group. Nga Vu was very thorough and provided a tremendous amount of assistance throughout the hole process. Very happy with advice and subsequent services provided.

Patrick
17 February 2023 18:27

Nga, Jen, Kale, Steve and the team at Kearney group are great to work with and have helped me immensely with tax planning, financial planning and bookkeeping. It’s been a weight off my shoulders as a small business owner. Thanks for the support team!

Adam
06 February 2023 22:14

We have been with Kearney and Co for some time, recently we required further financial assistance to provide us with a strategy on managing our Financial future.

Kevin, Lachlan and the team have been fantastic at answering all of our questions and guiding us through the process. Having clarity on our future financial strategy provides us with the direction and reassurance to make smart financial decisions.

Nicki
29 January 2023 4:01

Fantastic experience. Sash is so efficient and knowledgeable. He is an asset to your company and I would have no hesitation to recommend him to everyone I know that requires finance. Everything was so easy.

Challis
20 January 2023 12:50

Cindy and I had the pleasure of meeting Sash to help us secure our first home loan. From the moment we met Sash we felt comfortable and knew he would provide us with the best advice. We came across a few hurdles early in the application but thankfully Sash had a solution and we went on to successfully secure our first family home.

Luke
18 January 2023 6:57

We had two key requirements for appointing a financial adviser: 1) someone who resonated with us on a personal level, and 2) someone willing to work with our tight timeline. I had an initial phone conversation with Jen who asked pertinent questions to understand who we are and what our goals were. She explained how Kearney Group were best set up to help, and concluded our conversation by organising an introductory chat with the team we’d work with. Immediately after the phone call, we knew their commitment, philosophy and professionalism was exactly what we were seeking.

The person to lead us on our journey was Kevin. He was always accomodating of our circumstances by tailoring in-person and remote meetings to work around work and family commitments. Kevin took the time to understand our goals and always remained patient with our many questions—something we really valued when navigating the complex world of tax and finances. By working with us, Kevin was able to provide us a clear view of our current finances plus a view of our future position (showing several scenarios based on data modelling wizardry). From this we were able to tailor a plan that balanced our lifestyle and future aspirations.

This journey has given us clarity about our future and we now feel more empowered and confident about our finances.

We would certainly recommend the team at Kearney Group!

Harry
31 December 2022 16:26

Great advice that helped me a lot by clarifying my situation and by reassuring me that financial advice is not about telling what you need to do in life, but more about working out how what you want can best be achieved. And nice digs in Fitzroy:)

Catherine
25 December 2022 10:53

Excellent preparation for SMART review, great data and graphs, and advice. Feel confident each time I meet with these guys that our plans and financial future is in safe hands. Personable, intelligent team.

Michele
02 July 2022 1:05

Fantastic services- everyone we deal with at Kearney’s is wonderful and they go out of their way to help us understand our financial plan and tailor it to our needs. Thanks.

himmat
18 May 2022 11:47

Great service and highly recommended for long term financial planning and wealth creation. Andrew, Darren. Jeromy and Leah are all very professional and approachable. My wife and I where given a very well researched and detailed financial plan which meets all our future goals!

Steve
06 May 2022 12:49

We have been with the Kearney Group for over a decade now. Every one that we have dealt with has been professional and very friendly to deal with. We have been able to achieved many goals in our lives with their guidance. We are currently being advised by Kevin Ly who has studied our personal situations and suggested a financial plan tailored to meet our future needs. I thoroughly recommend the Kearney Group.

Phil
20 April 2022 15:29

I would have no hesitation in recommending the Kearney Group to anyone. I’ve been a client of Paul’s pretty much since he started in business. To see how much the business has grown is a testament to how good a product and team Paul has built around him. I’d especially like thank Paul Kearney and Kevin Ly for the care, hard work and advice they have provided over the years, but more so over the last 12-18mths whilst I was going through a very tough time personally. It was very comforting knowing that they were working hard to ensure I came out if it in a lot better financial position than I thought I would. So thanks Paul and Kevin, I look forward to further financial gains over many more years. Cheers

Christie
17 April 2022 2:55

We wanted to take a moment to express our thanks to Robert Moses for your hard work over the last few months. We really appreciate you looking out for our best interests for obtaining our loan for our first home! You have been absolutely amazing and we can’t recommend you enough! Keep up the awesome work Kearney group!

Claire
08 April 2022 16:38

We have been so pleased to have Kearney manage our finances for the past few years. It has been very worthwhile to have their expertise on the job. They are competent, very tuned in to what we want and seem totally up with the play re the financial scene. Would highly recommend.

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