Be Better Off

We partner with Private Business Owners and their families to assist in the control, growth, and protection of their financial universe.
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What would you like help with?

We exist to make Private Business Owners Better Off

At Kelly+Partners, ‘Better Off’ means helping our clients be healthier, wealthier, and wiser. At our heart is a dedicated multi-disciplinary team of financial professionals. These professionals build partnerships with our clients to truly understand their financial situation and assist in the control, growth, and protection of their financial universe.

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Latest news and insights

James Howard CPA Partners with Kelly+Partners

James Howard CPA Partners with Kelly+Partners

7 August 2025 1 min read
Morning Moves for Business Owners
Morning Moves for Business Owners

Morning Moves for Business Owners

30 July 2025 1 min read
Keeping It in the Family: Transferring Your Business the Smart Way
Keeping it in the family

Keeping It in the Family: Transferring Your Business the Smart Way

29 July 2025 1 min read

Kelly+Partners Financial Progress System™

At Kelly+Partners, our philosophy is simple: expert advice tailored to your personal, business, wealth, and estate needs. With structured systems and year-round contact, we deliver clear, strategic guidance for long-term financial progress.

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1. Place

We start by identifying where you are today—then work with you to define clear goals for the next 5, 10, and 20 years.

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2. Profile

We map your personal and business finances, wealth position, and succession needs to build a complete picture.

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3. Plan

A tailored financial strategy is created to align with your objectives—ensuring structured, consistent progress.

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4. Progress

We track your performance through regular reporting—monthly or quarterly—so you stay on course and in control.

Heart

+77

Net Promoter Score

Our clients rate us a +77 for service satisfaction, compared to the accounting industry average of -18.

Star Filled

300+

5-Star Reviews

300+ Google reviews and client testimonials speak for themselves. Our goal is to make every client a raving fan.

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Global Office Locations

With a growing network of offices across Australia, the U.S., Ireland, Hong Kong, and India — you’re covered.

Australian Locations

Kelly+Partners is fully cloud-based, so we can work with you wherever you are. Prefer to meet in person? We have offices across New South Wales, Victoria, Queensland, and the Australian Capital Territory, with an international presence in the United States, Ireland, and Hong Kong.

View our locations
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Ready to get started?

It starts with a conversation. At Kelly+Partners, we deliver expert advice tailored to your personal, business, wealth, and estate needs—backed by structured systems and year-round support.

Book a discovery meeting
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