Your Dream Life, Backed by Solid Planning

Empowering you to build wealth and live with confidence—without the overwhelm.

CONTACT US

Empowering You to Build Wealth and Live with Confidence​

Kinetic Wealth Management is a boutique advisory firm offering personalised investment advice for clients with a wide range of financial goals. We specialize in designing tailored portfolios that focus on delivering growth, income, and protection through every market cycle.

At the heart of our approach is simplicity: no jargon, no barriers—just clear, honest advice grounded in trust.

Our mission is to provide peace of mind, helping clients navigate their wealth with confidence and purpose.

Personalised Wealth Strategies,
Built on Clarity and Trust

We create tailored investment solutions designed to grow, protect, and simplify your financial life—so you can move forward with confidence and peace of mind.

Self-Managed Superannuation (SMSF)

Take control of your super with expert support.
We help you set up, manage, and grow your SMSF—so you can build wealth with confidence and clarity.

Read More >

Estate Planning

Protect what matters most.

We help you create a comprehensive estate plan that goes beyond a will—so your assets are protected, your wishes are respected, and your loved ones are supported.

Read More >

Retirement Planning

Retire with clarity and confidence.

We help you plan, protect, and maximise your retirement income—so you can enjoy the lifestyle you’ve worked hard for, on your terms.

Read More >

Tax Implications

Keep more of what you earn.

We help you build tax-smart strategies into your financial plan—so you can reduce liabilities and grow your wealth more efficiently.

Read More >

Wealth Creation

Grow your wealth with purpose.

We design tailored investment strategies to help you reach your financial goals—no matter your starting point or stage of life.

Read More >

Wealth Protection

 Protect what you’ve built.

We help you put the right insurance strategies in place—so you and your family are financially secure, no matter what life brings.

Read More >

Superannuation

Make your super work smarter.

We help you navigate complex super rules and grow your retirement savings—so you can enjoy a secure and comfortable future.

Read More >

How We
Work

Empower Your Finances. Enrich Your Life
Here’s what working with us looks like:

Initial Discovery Meeting

We listen carefully to understand your values, goals, and challenges.

Tailored Financial Strategy

We listen carefully to understand your values, goals, and challenges.

Implementation & Support

We put your plan into action and check in regularly to adapt and improve.

Transparent Communication

You’ll always know where things stand. No jargon. No hidden fees. Just clarity and confidence.

We provide personalised investment advice and tailored portfolios designed for growth, income, and protection.
Focused on simplicity and trust—offering clear, honest guidance to help you navigate your wealth with confidence.

Book a consultation

Testimonials

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.

Read More

Vick,
Norwest NSW

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.

Read More

Heinz and Karen,
Maroubra NSW

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.

Read More

Nick and Steph,
Beecroft NSW

Ready to Take Control of Your Financial Future?

Start building real wealth and lasting confidence. Discover how a tailored investment strategy can help you live well today—and plan wisely for tomorrow.

Book a consultation
Your Dream Life, Backed by Solid Planning

Empowering you to build wealth and live with confidence—without the overwhelm.

TERMS & CONDITIONS

Contact Us

  • Suite 6.16, Level 6
    7 Maitland Place
    Norwest NSW 2153
  • 0433 992 557
  • partha@kineticwm.com.au

FSG

FSG
PRIVACY POLICY

SERVICES

General Warning Advice

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.

Core Disclosures

Kinetic Wealth Management PTY LTD is an
Authorised Representative of
Kinetic Financial Group PTY LTD
Australian Financial Services Licensee 551565

COPYRIGHT © 2025 KINETIC WEALTH MANAGEMENT - ALL RIGHTS RESERVED.