Kearney Group

Integrated advice for business owners and their households

Inner Melbourne, Australia, is the base for Kearney Group, an integrated advice practice. Within one team it combines household planning, business counsel, accounting and mortgage broking, and it aims its work at business owners, entrepreneurs and their households. The firm describes its team as nearly 100 financial professionals, a group it calls doers, pioneers and visionaries.

The firm's view is that business and household finances should be advised together rather than separately. It describes its approach as truly integrated financial advice for pioneers and their businesses, and it combines technical know-how for task-based work with the creativity needed to drive meaningful change.

Private wealth, business advice and strategic lending

Kearney Group's services are arranged under a few headings. Financial services cover planning for individuals and families. Business advisory brings in people who work on the company's side of the picture, with the household handled in the same plan. Private wealth covers investment and planning for higher-net-worth clients, and strategic lending covers mortgage broking and lending help. Accounting services sit within the same team.

Awards and workplace recognition

The firm reports several recognitions over its history. Its awards include a 2023 award as a multiservice and boutique firm of the year, a 2022 finalist place in the IMAP managed account awards for an ESG portfolio, and earlier practice-of-the-year awards from the Australian accounting awards. It also says it is certified as a Great Place to Work.