Based in Brisbane since 2011, we maintain successful long-term relationships with clients Australia-wide and internationally. In many cases, clients’ children have become clients. And, in time to come, we would expect to be looking after their grandchildren too.
When it comes to advice, we don’t beat around the bush. We’re candid, up front and not at all afraid to disagree with you. We come to you not with options, but decisions. That liberates your time and mental bandwidth to get on with the other parts of your life.
When it comes to service, you can expect VIP treatment and meticulous attention to detail delivered by people who genuinely care.
Expect a modern approach to service delivery – embracing technology to take away the friction of doing business together, but built on old-school values.
For clients not yet ready for our full private wealth service, our Foundations option provides the same level of expertise but with a service and fee level better suited to their current situation.
Our private wealth clients can be confident that they’re in the best hands money can buy.
As family wealth specialists, we focus on growing and preserving your capital, but we never lose sight of the bigger picture. Namely, that to really enjoy your capital – to live your best life – you also need time, good health and the right mindset.
It’s a premium, exclusive service that we put under the microscope every year, before we reaffirm our commitment, in writing. It keeps everyone on their toes and ensures expectations are clearly set and delivered on.
And that makes for a sustainable and highly successful partnership.
WHAT OUR CLIENTS' SAY
“Michael Kennedy and Capital Focused have always been an amiable, professional advisor to me, even during my transition where I personally went from having a lot of money, to a position where I was faced with very little. His advice and friendship throughout this period has enabled me to achieve a lifestyle in Europe that I could only have dreamed of. He is always available and treats you as a friend not just a client. I cannot recommend him highly enough.”
"Michael Kennedy has an aptitude for understanding our financial position and finding solutions to our financial needs. While it is obvious he uses his expertise and detailed research to do this, his advice is always delivered in a concise and easy to understand manner. Michael has been our advisor for
a number of years and has become more like a trusted knowledgeable friend.”
“Michael Kennedy and Capital Focused have been my financial planner for many years. Together, we have been able to put in place a retirement investment that achieves both my need for security as well as growth potential. Michael has proved capable of seeking alternative forms of investment to maximise growth without compromising a cautious need for security.”
Capital Focused has been both recipient and finalists of several Lonsdale awards which acknowledge individuals and practices that deliver exceptional advice, invest in professional development, and show a commitment to clients through different financial life stages.
Judging criteria for Lonsdale’s awards includes detailed assessments of business productivity, compliance audit ratings, professionalism, education and industry participation.
Lonsdale practice of the year – 2016, 2017, 2018, 2019 & 2020
Lonsdale Financial Insurance Advisers of the Year – 2016, 2017, 2018, 2019 & 2020
We regularly engage in community events such as Pink Breakfast, Australia’s Biggest Morning Tea, Cupcake Day for the RSPCA, Bridge to Brisbane Day and many other events to raise awareness and funding for charities and local organisations alike.
At Capital Focused we're proud to regularly support the following worthwhile causes: