WHAT WE DO
Kent Private Wealth is a leading investment specialist and provider of wealth management solutions to help clients protect, grow and distribute wealth. To achieve this, we offer investment and wealth management solutions that are tailored personally to each individual client.
Our years of experience and in-depth knowledge of people, strategies and investment markets enable us to deliver successful outcomes for our clients.
While we are passionate about financial markets and providing the best wealth management solution for our clients, we also care deeply about each and every one of them. We are very close to many of our clients and, with our psychological training and experience, we can offer counselling and support as and when required.
PORTFOLIO MANAGEMENT PROCESS
The tailoring of portfolios to each client involves the following four steps:
1. CONSULTATION
2. ASSET AND SECTOR ALLOCATION
3. INVESTMENT SELECTION
4. ACTIVE PORTFOLIO MANAGEMENT
Consultation
In consultation with Kent Private Wealth, the client informs us of their own unique goals and objective. Understanding each client’s individual goals and objectives allows us to tailor each client portfolio to the client’s unique needs.
Asset and Sector Allocation
Our asset allocation aims to diversify client portfolios across different asset classes (equities, property, bonds and cash) and different market sectors.
Based on the period in the economic cycle we will have varying exposures to different sectors of the market. Further, depending on where we are in the economic cycle, we may have no exposure to Australian Banks while other times we may have a large exposure.
Once we determine our exposure to the desired sectors, we identify the best companies with the most attractive valuation within each sector.
Investment Selection
We undertake our own comprehensive company research on each and every company purchased.
The shares we own have the following fundamental characteristics:
- Simple and easy to understand business model
- Market leader
- History of delivering a growing Income stream over the long term
- Business generates high free cash flow
- Strong balance sheet
- Sustainable earnings growth through the economic cycle
- High quality management who have significant money invested in the business
Active Portfolio Management
We protect client’s wealth and achieve superior returns over the long term through our discipline management of individual client’s asset class, sector exposure and individual share exposure within their portfolio.
We provide monthly reports outlining our view on the economic environment and how this has affected our asset class, sector and individual share exposures/weightings.
We keep all of our clients well informed via email and phone of actions taken within the portfolio. We provide frequent reports for clients to ensure they are kept informed of all movements within the portfolio.
STRATEGIC ADVICE
Kent Private Wealth focuses on building client wealth through effective tax planning and sound investment decisions, utilising insurance as protection.
Selecting the right tax structure plays a pivotal role in the creation and management of significant wealth. The right structure will offer protection of assets, while simultaneously increasing after tax returns.
We are able to invest assets across a range of different holding structures with confidence, spanning discretionary trusts, unit trusts, companies and superannuation funds as follows:
TRUST
COMPANY
PERSONAL SUPER
SMSF
ESTATE PLANNING
The transfer of wealth from one generation to another can be both complex and emotional. Our psychological training, experience and knowledge will ensure your wishes are honoured and your wealth is protected.
Given the significant wealth of our clients and sometimes-complex structures, managing the smooth transfer of wealth is a key part of our service offering.
The areas we assist clients in relation to estate planning are as follows:
- Strategies to minimise taxation
- Structures to optimise the accumulation of wealth
- Business succession
- Appointment of executors and powers of attorney
- Advice on to provide and protect your beneficiaries
- Philanthropic planning
Your intentions and plan for the transfer of your wealth to the next generation are reviewed on an annual basis.
RELATIONSHIP MANAGEMENT
Our deep personal relationships with our clients allow us to work closely with our clients’ personal accountants and lawyers to provide appropriate strategic advice. This enables us to foster relationships and engage directly with accountants and lawyers to best accommodate all facets of your personal wealth.
We have found these relationships to be beneficial in streamlining our clients’ wealth creation and protection – with all parties working together to ensure wealth is accumulated in the most tax effective way.