YEAR IN REVIEW 2020


At the end of every year, we believe it's important to pause and take stock, and to recognise and thank everyone who has played a part in our success.

Throughout bushfires, a global pandemic and increasingly tough economic times for businesses, we could not have continued to grow without the incredible support of our clients and our team.

Thank you for being a part of what makes Kelly+Partners great.
FOUNDATION
As part of our mission to help our clients, team and communities be better off, we're very pleased to support the following organisations that help people live healthier, wealthier and wiser lives.
COMMUNITY
We believe in giving back to our local communities and are committed to creating a genuine and positive impact on our local communities wherever we can.
JAN
Over $20K raised for bushfire relief
Thanks to our team, clients & community donations, we raised $20,000+ for the Black Summer Bushfires and NSW Rural Fire Service
MAR
Art Month Sydney 2020
Kelly+Partners was the Principal Sponsor of Art Month Sydney 2020, a city-wide festival celebrating local artists and galleries
SEP
South West Sydney: R U OK? Day
The SWS team celebrated R U OK? Day with a splash of yellow, home made cookies and fundraising for a great cause.
SEP
Kelly+Partners Scholars 2020
The Kelly+Partners Scholars program at Moriah College grants twelve enterprising students with the opportunity to visit Israel.
OCT
South West Sydney: Move 4 Mater Dei
Raising over $2,700 for children and young adults with intellectual disabilities, the KPSWS Team stayed active every day of October.
DEC
Giving back with Salvation Army
We donated a variety of Christmas gifts to The Salvation Army Appeal for children and their families during the holiday season.
DEC
South West Sydney: Christmas Giving
The SWS Team made an amazing contribution to the Lomandra Community Project Christmas Toy and Food Drive for local families.
DEC
Wollongong: Christmas Volunteering
The Wollogong Team headed to Salvation Army HQ to help pack hampers for Australian families in need.
ONE TEAM, ONE BEST WAY
As K+P continues to grow and expand with new partners, offices and team members, we make an effort to stay connected as one big network of advisers driven by the same values.
FEB
Kick-Off Day 2020
Our annual strategy day was hosted at Doltone House with a Partner Panel Q&A and special guest speaker on wellness & lifestyle balance
MAR
Central Coast Golf Day
The Central Coast Team hosted a fantastic Golf Day out on the green at The Springs Peats Ridge for clients and friends.
MAR
WFH: K+P Goes Digital
During COVID-19, we took to WFH with our signature dedication and teamwork, supporting clients whenever & wherever they needed us.
JUL
Western Sydney: New Partners
We welcomed two new Partners to the Kelly+Partners network and our Western Sydney office, Emma Micallef and Melissa Vella.
AUG
Celebrating 20 Year of Greatness
2020 marked the 20 year milestones of Wollongong Partners, Troy Apps & Ryan McCabe, and South West Sydney Partner, Peter Campbell
SEP
Blue Mountains: New Partner
In Glenbrook, we welcomed Chris Buttigieg as a Partner of Kelly+Partners Blue Mountains, as well as an amazing new team.
SEP
Tax Consulting Team Strategy Day
For their annual Strategy Day, the Tax Consulting Team took part in a team building Latin-themed cooking class.
SEP
Inner West Office Launch Party
We celebrated our new office fitout at Rozelle with a COVID-safe cocktail party and bid farewell to Director Emeritus, David Le Page.
OCT
Oran Park: New Partner
At our Oran Park office, we welcomed new Partner, Paul Van Kouwenhove to the team.
NOV
Melbourne Cup
Our K+P Teams celebrated the annual big race in Melbourne with lunch, cocktails and sweepstakes.
NOV
Wollongong Office Launch Party
The Wollongong Team celebrated their brand new office fitout and move to 140 Keira Street with a launch party morning tea.
DEC
Partners Christmas Lunch
The Partners gathered at Public Dining Room in Balmoral for a wonderful Christmas Lunch by the beach.
NEW OPPORTUNITIES
This was the year of digital transformations and opportunities. In 2020 we launched our podcast, our new website, Investment Wisdom, our monthly newsletter, completed two office fit-outs, and hosted a 12-week webinar to help clients grow their business during COVID-19.
FEB
The Better Off Show launched
Host, Founder & CEO, Brett Kelly chats to Australian icons & business experts about how to live healthier, wealthier and wiser lives
APR
Grow Program: Supporting clients
During COVID-19, we ran Grow Program 2.0, a 12-week webinar for clients on the systems & strategies you need to grow a great business.
MAY
Investment Wisdom released
In Brett Kelly's latest book, Australia's leading investors share their fascinating life stories and tips for business, investment and professional success.
JUN
Website 2.0 Launch
We launched our new Kelly+Partners website with an exciting, modern look and feel, optimised to provide a better user experience.
AUG
Inner West Office Launch
Our Inner West office in Rozelle has been in business for over 24 years. We gave it a modern revamp and signature K+P Blue paint job.
OCT
K+P Post: Digital Edition
We introduced the Kelly+Partners Post digital newsletter featuring our monthly spotlight sharing our clients' amazing business stories.
NOV
Melbourne: FIGHTBACK + GROW
To help Melbourne businesses FIGHTBACK against the Victorian lockdown, we hosted a webinar for post-pandemic growth.
DEC
Wollongong New Office Launch
The Wollongong Office was given an exciting new look and feel that embodies our commitment to client-focused service and innovation.
THE FIRM OF THE FUTURE
We are dedicated to building the firm of the future today, one step at a time. By creating an amazing, transformative environment for our team, we empower them to do their best work for our clients and ensure our clients receive the full benefit of our team's efforts.
SEP
KPIO Fund 2 Launch
Following Fund #1's success delivering 24.2% return, Fund #2 aims to deliver absolute returns to investors over a 10 year period.
DEC
Austbrokers Kelly+Partners Insurance
AUB Group (Austbrokers) and Kelly+Partners Group entered into a strategic partnership to support clients in better managing risk.
DEC
Kelly+Partners Alternative Investments
Mark Sherwood has joined as Partner to provide wholesale clients with exciting new alternative investment opportunities.