Philosophy
The Kelly + Partners philosophy is simple - expert advice that is tailored to the
unique client personal and business circumstances. Structured systems and year round
contact ensure timely, sophisticated and forward-looking advice.
Most people know they need an accountant for taxation purposes. But an accountant
can do much more for your business. A good accountant is aware of the economic,
legal and financial environment affecting you and your business, and uses their
knowledge and experience to anticipate changes and plan for survival and growth.
Because individuals and business owners become immersed in their day-to-day operations
it is important to have an independent view of their personal and business situation.
In order to ensure the highest levels of satisfaction from your professional advisors
at Kelly + Partners we encourage our clients to note the following:
- Understanding our client’s aspirations and detailed requirements is the key to our
ability to deliver outstanding results;
- Kelly + Partners don’t want to be average advisors to their clients – they want to
be great;
- The success of the clients of Kelly + Partners ensures the satisfaction and meaningfulness
of the work that Kelly + Partners advisors undertake;
- In order to achieve the above, Kelly + Partners have detailed and highly structured
service processes that give the best chance of a consistently outstanding level
of service to clients. From time to time these processes may seem exhaustive, if
you have any questions please ask, it is incumbent on your Kelly + Partners advisor
to show you the value of the effort being undertaken.
- Kelly + Partners advisors understand that everything delivered on behalf of a client
must create value and that this value must be communicated.
- Kelly + Partners choose their clients carefully after considering their position
with respect to being able to add value to that client.
- Kelly + Partners create value and charge a fee that represents excellent value for
money. Kelly + Partners is not a bank and does not offer credit. Our VIP payment
terms are 50% of engaged fee upfront and the balance on completion of the assignment.
Integrated Solution
At the heart of the clients experience of Kelly + Partners is the integration of
the skills of a multi-disciplinary team of financial professionals that assist business
owners and high net worth individuals in mastering their financial affairs.
Compliance
– Accounting, Taxation, Outsourced CFO, Regulatory
Advisory
– Structuring, Strategy, Valuation, Broking
Finance
– Commercial, Home & Investment
Wealth
– Creation, Protection, Estate
Other Services
– Bookkeeping, Building Services Design, Insurance, IT, Legal, Office Design & Fit Out, Office Furniture, Quantity Surveyor
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- Figure: Kelly Partners' Integrated Solution
Process
Clients of Kelly + Partners often ask how we can do what seemed so difficult for
their previous advisors. The answer is in the structured processes that allows consistently
superb service delivery.
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- Figure: Kelly Partners' Process