News

13 March 2007

Financial Planning

Dear All,

The team here at Kelly + Partners are pleased to announce the full scale roll out of the firm’s Financial Services division.

Visit our website at www.kellypartners.com.au/fs for more details

The Core Services of the Wealth Management offering are:

  1. Financial Planning
  2. Tax Planning
  3. Investment Portfolio Management
  4. Estate Planning

With all the changes to Superannuation and the ongoing need for our clients to manage this area of their financial universe we are pleased to be able to offer a comprehensive, cost effective, premium solution.

Yours sincerely
Brett Kelly

North Sydney Office
Level 4, 73 Walker Street,
NORTH SYDNEY NSW 2060
P.O. Box 1794, NORTH SYDNEY NSW 2059
T 02 9923 0800
F 02 9923 0888
M 0419 206 475
brett@kellypartners.com.au
www.kellypartners.com.au
   Central Coast Office
Suite 6, Fountain Plaza, 148 The Entrance Road,
Erina, NSW, 2250
P.O. Box 3616, Erina, NSW, 2250
T 02 4367 6630
F 02 4367 6632
M 0413 933 481
scott@kellypartners.com.au
www.kellypartners.com.au/centralcoast

Disclaimer: The information contained herein is of a general nature and is not intended to address the circumstances of any particular individual or entity. Although we endovour to provide accurate and timely information, there can be and we make no guarantee that such information is accurate as of the date it is received nor the date published or that is will continue to be accurate in the future. No one should act upon such information without appropriate professional advice after a thorough examination of the particular situation.

We provide information to Kelly Partners's clients and associates in the genuine belief that it may provide useful and interesting information relevant to business and personal financial affairs.