O'Donnell Kerr Financial Planners

Why Engage Us?

Most people continue to seek greater certainty about their financial situation, and help when it comes to making the best financial decisions possible.

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Areas of Advice

Our service packages may encompass some or all of the following areas of financial advice:  Retirement Planning and Wealth Preservation, Superannuation, Wealth Accumulation, Tax Minimisation, Risk Insurance Planning and Estate Planning.

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Service Delivery

For most clients our professional services are delivered through a service package consisting of two components:  Strategic Personal Financial Services and Portfolio Services.

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News & Tips

Latest Posts

  • 17 July, 2019

Home

Home sweet home. There is no place like home. Home is where the heart is. Home is shelter from the...

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  • 10 July, 2019

What is Deeming and is it time for a change?

Over the last couple of weeks, you may have seen several articles in the media suggesting to the government that...

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  • 03 July, 2019

Is it possible to achieve a comfortable retirement lifestyle?

On many occasions in the past we have written about aspiring to enjoy a comfortable retirement lifestyle and perhaps, at...

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What Our Clients Say

O’Donnell Kerr have taken the stress out of our approach to retirement by providing expert friendly advice and professional services...

Tony & Lana Little - Chillagoe

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It was wonderful to find a financial firm that truly values their clients and puts the needs of the clients first...

Maureen Worthy
Worthy Secretarial Services - Carseldine, Brisbane

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Their ongoing advice and guidance in all financial matters has been excellent removing all the stress that comes with monitoring and adjusting my financial situation.

Paddy Doyle - Clifton Beach

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It is good to deal with local people who are here for the long term and are honest and transparent about expectations of returns each financial year.

Allen & Julie Camp - Atherton

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We have been more than happy to recommend them to family and friends and will continue to do so.

Michael & Narelle Hanrahan - Cairns

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It’s a pleasure to acknowledge O’Donnell Kerr who established for us a successful portfolio that has enabled us to enjoy our retirement.

Lionel & Vivienne Van Dorssen - Cairns

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We leave our meetings together with a weight lifted from our shoulders knowing that the decisions made are informed and appropriate.

C and K Vandyke - Clifton Beach

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