We help you put the right insurance strategies in place—so you and your family remain financially secure and protected, no matter what life brings.
A strong financial plan isn’t just about creating wealth—it’s about protecting it. Insurance provides the safety net that shields your income, family, and lifestyle from life’s unexpected challenges.
At Kinetic Wealth Management, we help you find the right cover—tailored to your needs—so you can enjoy peace of mind knowing that what matters most is protected, today and into the future.
Whether you’re a young single or managing a busy family, having the right insurance provides invaluable peace of mind.
Whatever you want to protect—your income, lifestyle, family home, children’s future, or the livelihood of your business—Kinetic Wealth Advisers can help find the insurance solutions that fit your unique needs.
Big life events—like getting married or having a child—may not make insurance a priority, but they are often the perfect time to reassess your protection.
You might already have some insurance through your superannuation or personal policies, but often these aren’t enough. Your life circumstances change, and your insurance should too.
Many don’t realise that you are your most valuable asset—and yet, it’s often the most uninsured. Protecting your family with Life and Total & Permanent Disability (TPD) insurance is crucial. Equally important is protecting your income, which is often overlooked.
Many Australians insure their car or home before securing Income Protection insurance—the cover that safeguards your ability to earn.
While no one likes to think about worst-case scenarios, having the right insurance can protect your family’s financial wellbeing if something unexpected happens.
Wealth protection ensures your income, assets, and family are financially secure if unexpected events occur—so your long-term financial plan stays on track.
Common options include Life, Total & Permanent Disability (TPD), Income Protection, and Trauma insurance. The right mix depends on your lifestyle, family needs, and financial goals.
We assess your circumstances, recommend the right cover and levels, and structure policies to provide cost-effective protection that fits your needs.
I’ve worked with Partha for a few years now as my financial advisor and establishing my
SMSF, it has been a rewarding and educational experience. It’s essential to have quality
financial advice and I highly recommend Partha and his credentials.
Partha Saha has been our specialist financial adviser for the past four years. Partha has
provided us with sound financial advice and guidance on my wife and my superannuation,
and our other finances. The advice and strategies he put in place has been exceptional, not
only ensuring that our super will provide a very good retirement income, but also because
his investment strategies has ensured our super continues to grow.
Additionally, Partha is very approachable and has always been readily available to discuss
any other financial queries we have had.
Partha’s financial advice has ensured both my wife, and I can enjoy a long and comfortable
retirement.
We engaged Partha from Kinetic Wealth to assist with setting up our Self-Managed Super
Fund (SMSF), and the experience has been outstanding from start to finish.
Partha took the time to clearly explain each step of the process, ensuring we had complete
confidence in the decisions being made. His professionalism, attention to detail, and
willingness to go that extra mile made what could have been a complex process extremely
smooth and stress-free. His financial advice and strategies have made sure me and my wife
are set up for the best possible outcome.
Start building real wealth and lasting confidence. Discover how a tailored investment strategy can help you live well today—and plan wisely for tomorrow.
Empowering you to build wealth and live with confidence—without the overwhelm.
The information (including taxation) on the Kinetic Wealth Management Web Site is general advice
only and does not constitute personal advice. It has been prepared without taking into account any of your individual objectives, financial solutions or needs. Before acting on this advice you should consider the appropriateness of this advice, having regard for your own objectives, financial situation and needs.
You should seek personal financial advice from a qualified financial adviser before acting on the
advice. Consider a Product Disclosure Statement before deciding on a product.
Where historical performance information is stated, please note that past performance is no
guarantee of future performance.
Kinetic Wealth Management PTY LTD is an
Authorised Representative of
Kinetic Financial Group PTY LTD
Australian Financial Services Licensee 551565