KENT PRIVATE WEALTH

We use our experience, knowledge of investment markets and strategic management abilities to assist our clients accumulate significant wealth and achieve their goals.

OUR COMPANY


OUR PORTFOLIO MANAGEMENT PHILOSOPHY

OUR CLIENTS


OUR TEAM

OUR COMPANY

Founded by Tim Kent in 2005, Kent Private Wealth is an independent financial planning firm which has been partnering high net worth individuals to manage, grow and protect their wealth for over 20 years. We use our experience, knowledge of investment markets and strategic management abilities to assist our clients accumulate significant wealth.

Being independent enables us to provide unbiased advice which is tailored to each and every client’s unique goals and objectives. Our independence allows us to maintain strong relationships with our clients by aligning our interests with theirs.

Our focus at Kent Private Wealth is to protect the significant wealth our clients have accumulated throughout their life and implement growth strategies through our unique portfolio management process and our extensive knowledge of tax structures and estate planning.

OUR PORTFOLIO MANAGEMENT PHILOSOPHY

At Kent Private Wealth, our portfolios have an income and growth component, we actively manage clients exposure to income growth assets to maximise returns while minimising risk. We employ the services of a number of overseas asset consultants to determine our exposure to income and growth sectors throughout the economic cycle. These asset consultants are independent and provide conflict-free advice.

We personally select and thoroughly research each and every investment that is included in our client’s portfolios.

The five principles that underpin our Portfolio Management Philosophy are:

1. CAPITAL PRESERVATION

When researching each individual investment and asset manager, we carefully evaluate the risks. Understanding risks is a key step in preserving clients' capital.

2. SUPERIOR RISK ADJUSTED LONG-TERM RETURNS

Our objective is to achieve superior risk adjusted returns through the economic cycle. We achieve this by selecting the best managed funds at the optimal time in the economic cycle, and also actively managing clients' portfolios to preserve capital.

3. CONCENTRATION

We diversify across asset classes and sectors of the market while running concentrated portfolios. We strongly believe that wealth is created through owning a select number of the best asset managers and, importantly, knowing and understanding these asset managers and their funds in depth. We constantly monitor and analyse these funds daily, weekly and monthly. We won’t compromise quality and performance for the sake of diversification across asset managers.

4. CONTRARIAN APPROACH

Our independent research of asset managers enables us to select only the best managers and those which align with client's goals and objectives.

5. ACTIVE MANAGEMENT

We actively manage client portfolios to avoid losses.

OUR CLIENTS

For over 20 years, we have had the privilege of serving a wide range of clients. Many of our relationships are long‑standing, allowing us to anticipate how financial priorities evolve as life circumstances change.

We work with individuals and families managing significant wealth, whether created, inherited, or both. Our role is to protect and grow that wealth through carefully structured, tax‑efficient strategies, tailored to each client’s objectives and delivered with discretion and care.

REFERRALS

Kent Private Wealth is an independent financial planning firm managing over $320 million in client assets. Our practice has grown deliberately and exclusively through client referrals, without advertising, and today serves a carefully selected group of 100 clients. This growth reflects our disciplined focus on superior risk‑adjusted outcomes, an exceptional standard of personal service, and a genuine commitment to each client’s long‑term financial interests. Clients choose to refer like‑minded individuals because they value discretion, trust, and a highly considered approach to wealth management.

OUR TEAM

OUR CONTRIBUTION

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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.

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