Difference

Kelly+Partners Wealth Management takes an innovative approach to wealth management utilising market leading technology to deliver  a customised solution to meet your financial needs and objectives.

Our business is owned by partners in the business which allows us to offer professional services that are conflict-free. 

Our focus is to provide transparent and well researched financial advice.

What Kelly+Partners Wealth Management do is manage your complete – personal and business – financial universe.

Values

Everything we do has always been guided by a set of principles that define our character and culture, forming the core of Kelly+Partners.

These universal principles are the shared convictions that we bring to our professional and personal conduct and are the fundamental strength of our business.

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    Want the best for others

    We are distinguished by thinking and acting in the interests of others, taking the time to know people and always seeking to be helpful.
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    We do what we say

    We like our clients and we want them to leave happy. Each client is important and if they've got a problem that needs solving, we're there to help them fix it.
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    Better off

    We help Private Business Owners who want to 'better off' by delivering trusted and convenient compliance and forward-looking advisory services.
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    One Team, One Best Way

    We care for our colleagues, treating each other like family. We’ve got each others' backs and we work with the Kelly+Partners system in 'One Best Way'.
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    Brightness of future

    Our team personally demonstrate that they contribute to making Kelly+Partners a great place to work.
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    Every client a referrer

    We are careful about what we say we will do — our word is our bond, so we deliver what we promise.
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    Profit leader

    Profit is essential to sustainable business. We want to demonstrate the quality of our advice by earning it in our business.

Philosophy

The Kelly+Partners philosophy is centred upon the provision of expert financial advice tailored to each client’s unique personal and business circumstances.

We have established the following principles for our professional engagement:

  1. 1 Understanding clients’ aspirations and detailed requirements.
  2. 2 We don’t want to be average advisors - we want to be great.
  3. 3 The success of our clients ensures the satisfaction and meaningfulness of our work.
  1. 4 We offer detailed and highly structured processes.
  2. 5 Kelly+Partners understands that everything delivered on behalf of a client must create value.
  3. 6 Kelly+Partners choose their clients carefully after considering their position with respect to being able to deliver appropriate benefit.

Approach

At the heart of the client's experience with Kelly+Partners Wealth Management is the integration of the skills of a multi-disciplinary team of financial professionals who assist high net worth and retail clients with financial management.

Integrated Technology Solution

Kelly+Partners Wealth Management provides a flexible account that works with you to streamline your administration and tax reporting.

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Process

At Kelly+Partners Wealth Management, we work cohesively to effectively manage our client’s assets. We act with integrity and in the best interests of our clients at all times. Creating value through continuous comprehensive advice.

Our priority is to gain an in depth understanding of our clients’ unique circumstances and goals, and to tailor our strategies and advice depending on individual requirements over the lifespan of an investment.

We strive to:

  • Be consistent
  • Listen to and understand your needs.
  • Add fresh perspectives
  • Help think things through
  • Maintain a long-term engagement
  • Treat you like a valued client
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Network

Grow your connections through our network

With a thriving network of industry leaders, experts, influencers and pioneers, being a client of Kelly+Partners opens doors to many opportunities.

Powerful insight, extensive connections and carefully crafted events inspire, empower and challenge our clients.

Whatever their background, industry or experience, Kelly+Partners clients innovate and change the game in their domains.


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You're better off with Kelly+Partners Wealth.

Contact us to see how Our Difference can help you.