OUR COMPANY
Founded by Tim Kent in 2005, Kent Private Wealth has been partnering high net worth individuals to grow, manage and protect their wealth for over 15 years. We use our experience, knowledge of investment markets and strategic management abilities to assist our clients accumulate significant wealth.
We achieve our success through our unique business model of investing in direct shares and our fundamental drive to develop deep and personal relationships with our clients. Our relationships with clients are strengthened through the alignment of our interests with theirs. When investing in direct shares, we only select stocks that we would invest in personally. As a result, Tim Kent invests 100% of his own portfolio in exactly the same shares as clients.
Our unique business model teamed with our holistic service offering allows us to tailor our advice to each client’s unique needs and aspirations. Furthermore, our fee structure is based on a percentage of funds invested, therefore there is a shared interest to maximise returns whilst minimise risks. To best manage and protect your wealth we offer individual portfolio management, asset protection, tax structuring and estate planning.
OUR PORTFOLIO MANAGEMENT PHILOSOPHY
At Kent Private Wealth, our portfolios are designed specifically to maximise returns while minimising risk. We actively manage portfolios using our in-depth knowledge of asset classes, sectors and individual shares to achieve superior long-term returns for our clients. We don’t blindly invest in Australian and international shares, we specifically invest in asset classes and sectors we see value and growth.
Using our unique business model of direct share investment, we are able to strategise to minimise client cost and deliver a growing income stream over the long term. Owning direct shares also provides transparency of costs ensuring no conflict of interest, while enabling us to forecast future income generated by the individual client portfolios.
The seven principles that underpin our Portfolio Management Philosophy are:
1. CAPITAL PRESERVATION
When researching each individual investment, we firstly asses our downside risk. Understanding downside risk is a key step in preserving clients' capital.
2. SUPERIOR LONG-TERM RETURNS
Our objective is to achieve superior returns over the long term. We achieve these returns through the purchase of great businesses when they are out of favour and have limited downside risk.
3. CONCENTRATION
We diversify across sectors of the market while running concentrated portfolios. We strongly believe that wealth is created through owning a select number of shares and, importantly, knowing and understanding these companies in detail.
4. CONTRARIAN APPROACH
We strive to be a leader rather than a follower in the purchase of companies for clients to be ahead of the market thus maximising client returns.
5. THEMATIC
The companies we purchase must fit within key themes we believe will be successful in the long term.
6. CASH
We aim to hold cash should we feel there is a significant market risk.
7. ECONOMIC CYCLE
Our decision to buy a particular company is driven by the economic cycle and where we are in the cycle. Changes in interest rates, inflation and economic growth as well as company valuations will dictate what shares we own at any particular time.
OUR CLIENTS
For over 15 years, we have had the privilege of serving a wide range of clients. With many long-term clients, we understand that as your life-cycle develops, so do your financial needs.
We manage significant wealth for a wide range of individuals and families as well as those who have inherited substantial wealth. We help protect and grow our clients’ wealth in the most tax effective investment structure.
REFERRALS
Kent Private Wealth has built a business of over $250 million of funds under management and 130 clients all through word of mouth. This success is through an unyielding determination to achieve superior returns, an unmatched level of customer service and a deep level of care for each of our clients.
Our clients have repaid their success by referring like-minded friends and associates to our firm.
TIM KENT
BSocSci(Psyc) DipFP CFP®
Director | Financial Adviser
Commencing in the financial services industry in 1999, Tim is the founder and owner of Kent Private Wealth. Tim is passionate about helping people identify their financial goals, and creating personalised strategies to bring those dreams to life.
He has extensive experience in investing directly in equities, real estate investment trusts and interest rate securities, specialising principally in the provision of strategic and technical advice, self-managed super fund expertise, and discretionary investment management.
Tim is a Certified Financial Planner (CFP) having completed both the Diploma of Financial Planning and Certified Financial Planner courses at Deakin University. In addition, Tim holds a Bachelor of Social Science majoring in Psychology from Bond University.
Kristy Longhurst
BIntBus AdvDipFP CFP®
Financial Adviser
With over 20 years of experience in the financial services industry, Kristy thrives on developing strategic financial solutions that optimise outcomes for her clients. She is highly skilled in the application of complex financial modelling, investment research and compliance.
Kristy has worked for a number of boutique financial planning practices in Melbourne and Brisbane. During her career, Kristy has spent time as a Paraplanning Manager and Technical Services Manager. Combined with the experience of raising two boys, she understands the challenges and solutions clients are facing in today’s world.
Kristy has obtained her CERTIFIED FINANCIAL PLANNING designation which is the highest standard for financial planners and is recognised internationally. Kristy also holds a Bachelor of International Business from Griffith University and has an Advanced Diploma of Financial Planning.
OUR CONTRIBUTION
We believe in making a difference not only to our clients’ lives but to the lives of others in our community.
We support TRACTION’s mission to spark young people’s curiosity and help them reach their potential. TRACTION helps vulnerable young people get access to TRACTION’s hands-on learning and mentoring programs, helps them to get on a path to employment, independence, and positive contribution.
LEARN MORE
To find out more about the cause or make a donation, visit the TRACTION Community.