The main benefit of our integrated service is the confidence it provides you of having your financial affairs looked after by one small team of professionals working closely together. We ensure that your tax and investment strategies are aligned – and you have one point of contact with professionals that know your overall situation. Specifically, the integrated service has a number of benefits. It allows ongoing financial planning that takes into account the full knowledge of your financial goals and resources; it allows us to ensure that your assets are most tax-effectively structured and managed; it ensures that you are selecting and managing the best investment professionals to meet your needs; and it helps facilitate the completion of accurate tax returns with minimal hassle on your part as many of the tax slips and information is already close at hand.
Kerr Financial Group was formed in 1979 for the purpose of assisting individuals to maximize their personal financial resources, alleviate their financial and retirement concerns and simplify the administration of their affairs.