Suite 4, 255 Whitehorse Road, Balwyn VIC 3103
Suite 4, 255 Whitehorse Road, Balwyn VIC 3103
Wealth Management
Financial planning that grows your assets without the product-led sales pitch. CBD-level expertise, delivered with suburban care.
AFSL licensed advice
Not product-led
Annual strategy review
Not set and forget
Integrated team
Tax, wealth and lending aligned
Est. 1999
25+ Years in Practice
AFSL licensed advice
Not product-led
Annual strategy review
Not set and forget
Integrated team
Tax, wealth and lending aligned
Est. 1999
25+ Years in Practice
Many Advisers work independently from your accountant, mortgage broker or other finance professional. At Kidmans, our team looks at the bigger picture, bringing your advice together in a clear, ongoing plan.
What you get
Other Advisers
Kidmans
One integrated team
Advice that considers your broader financial picture
A strategy reviewed every year
A clear, coordinated financial plan
Advice that adapts as your circumstances change
Clear guidance without conflicting opinions
What We Do
Eight specialist areas, working together as one coordinated strategy.
A clear plan, built around what you’re actually trying to achieve.
A portfolio matched to your goals and risk appetite, not a generic model.
Long-term growth through disciplined planning and smart asset allocation.
Maximised contributions, a properly structured SMSF, and a smooth transition to retirement.
Life, income protection, total and permanent disability, superannuation, and trauma cover that actually protects your family.
A tax-efficient handover to the next generation, with minimal friction.
A real-time model so you always know where your money goes.
RAD and DAP funding strategy, means assessment, and asset structuring for families.
A clear plan, built around what you’re actually trying to achieve.
A portfolio matched to your goals and risk appetite, not a generic model.
Long-term growth through disciplined planning and smart asset allocation.
Maximised contributions, a properly structured SMSF, and a smooth transition to retirement.
Life, income protection, total and permanent disability, superannuation, and trauma cover that actually protects your family.
A tax-efficient handover to the next generation, with minimal friction.
A real-time model so you always know where your money goes.
RAD and DAP funding strategy, means assessment, and asset structuring for families.
Not sure which service fits your situation?
Our Step-by-Step Advice Process
A transparent, 12-step process across four phases, so you always know what's next.
A first conversation about your life and what you're working toward. No obligation, no jargon.
YOU
Share your goals and current situation.
KIDMANS PARTNERS
Listen, ask the right questions, work out how we can help.
Strategy development: we review all facets of your current financial circumstances inconjuction with your goals when determining the best strategy for you.
YOU
Sit back and relax while our advice team start building your tailored plan.
KIDMANS PARTNERS
We build the strategy and recommendations to best suit your circumstances and goals.
We sit with you and give you a detailed understanding of our advice and the strategy we recommed you implement.
YOU
Confirm with us if the presented strategy has met your expectations and provide the go-ahead for implementation.
KIDMANS PARTNERS
We put the strategy into action so you're on your way to achieving your financial goals.
We meet with you periodically as agreed to ensure you stay on track with your desired financial goals and provide recommendation of any changes required.
YOU
Review and agree to any of the proposed changes.
KIDMANS PARTNERS
Implement the changes.
Want to see the full process visualised?
Check our Financial Services Guide (FSG)
Why Choose Us
CBD-level thinking, grounded recommendations. One practice, one plan, far fewer handovers.
Your wealth strategy considers your tax and lending position from day one. No gaps, no contradictions.
You deal with a Principal, not a graduate, who actually tailors advice to you.
Annual reviews. We adapt as your life, goals, and the markets change. Never set and forget.
Licensed & Regulated
Our advisers are Authorised Representatives of Count Financial Limited, AFSL No. 227232. Before we provide personal financial advice, ASIC requires us to give you our Financial Services Guide, which explains who we are, our services, how we are remunerated, and how to raise a complaint.
TRUSTED IN MELBOURNE AND AUSTRALIA-WIDE
Don't take our word for it. Here's what our clients say about working with the Kidmans Partners team.
NEWS & INSIGHTS
TAKE THE FIRST STEP
A complimentary initial call with one of our Senior Team Members. No obligation. No jargon. Just a clear plan for what comes next.
