O'Donnell Kerr Financial Planners 170 Mulgrave Road, Westcourt, Queensland 4870

Welcome to O'Donnell Kerr Financial Planners, conveniently located at Westcourt, Mulgrave Road, 170 in Australia. As a trusted institution, we specialize in accounting, establishment, finance, insurance agency, and are considered a point of interest for individuals seeking expert financial advice.

At O'Donnell Kerr, we understand that most people are constantly seeking greater certainty about their financial situation and are in need of assistance when it comes to making the best financial decisions possible. That is why we offer comprehensive service packages that encompass various areas of financial advice.

Our service packages include Retirement Planning and Wealth Preservation, Superannuation, Wealth Accumulation, Tax Minimisation, Risk Insurance Planning, and Estate Planning. Whether you are planning for your retirement, looking to grow your wealth, or need assistance in minimizing your taxes, our professional services can cater to your specific needs.

We deliver our professional services through a service package consisting of two components: Strategic Personal Financial Services and Portfolio Services. These services are designed to provide you with the guidance and support you need to achieve your financial goals.

Our commitment to our clients is evident through the positive feedback we receive. Clients have expressed their gratitude for the stress-free approach we provide to retirement planning, as well as our expert advice and professional services. We value our clients and always prioritize their needs, ensuring that they feel supported and informed throughout their financial journey.

When you choose O'Donnell Kerr, you can trust that you are dealing with local professionals who have a long-term commitment to our community. We are honest and transparent about our expectations of returns each financial year, ensuring that our clients have a clear understanding of their financial situation.

We take pride in establishing successful portfolios that enable our clients to enjoy their retirement. Our meetings are conducted with the utmost care and attention, leaving our clients with a sense of relief knowing that their financial decisions are informed and appropriate.

O'Donnell Kerr is licensed by Advice Professionals Pty Ltd, with an Australian Financial Services Licence No. 413272 and ABN 95 153 749 154. This further emphasizes our commitment to providing reliable and trustworthy financial services to our clients.

Contact us today to schedule a consultation and let us help you achieve financial security and peace of mind.