There’s no denying that 2021 was a year plagued with challenges including extended lockdowns, but through the darkness came incredible moments of community, strength and unity.

To our team, clients, suppliers and local community, thank you for being a part of what makes Kelly+Partners great. We look forward to many more exciting things to come in 2022.
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
Our mission is centred around helping others be better off. We believe being actively involved in community projects and causes is essential to making a genuine, positive impact to our local communities.
APR
SWS at Mater Dei Charity Golf Day
As long-running Mater Dei sponsors, the South West Sydney Team were part of a golf day that raised a record-breaking $92,800.
APR
Australia's Biggest Morning Tea
Our teams came together to host morning teas and bake sales, raising over $9,000 for cancer research and people impacted by cancer.
JUN
SWS Volunteering for Lifeline Macarthur
Our trusty South West Sydney volunteers helped out at Lifeline Macarthur's Mother's Day gift wrapping station.
JUN
15th Anniversary T-shirt Competition
For our 15th Anniversary we held a T-shirt Design Competition for the kids of our team and clients and were wowed by their creativity.
SEP
SWS at the Kids of Macarthur Anniversary
Our SWS Partners celebrated the Kids of Macarthur Health Foundation's 21st Anniversary at a fundraising gala.
AUG
Steven Bradbury: The Last Man Standing
During our Olympic festivities, we invited one of Australia’s most iconic athletes, Steven Bradbury, to host an exclusive Kelly+Partners webinar.
SEP
Tim Faulkner: Australian Reptile Park
Our clients were treated to a special online tour of the Australian Reptile Park by Tim Faulkner, Wildlife Warrior and conservation expert.
SEP
Virtual Magic: Abracadabra AlakaZoom
During the worst of the Melbourne lockdown, we invited Magic Mike the Magician to entertain our team and clients, and family and friends, via Zoom.
SEP
Cancer Schmancer: Detox Your Home
Partnering with a charity founded by Fran Drescher, we hosted a webinar to educate our team about everyday causes of cancer.
DEC
Mater Dei Foundation Annual Ball
The SWS Team sponsored Mater Dei Foundation’s Annual Ball which raised $400,000 for education and therapy programs.
DEC
Christmas Giving
For Christmas, each of our teams chose a local charity to support, collecting Christmas presents, donations and toys for families in need.
ACHIEVEMENTS
We are so pleased to be recognised for achievements and awards that celebrate our commitment to our people. Without the support of our Partners, our team and their tireless hard work, none of these things would have been possible.
Kelly+Partners 15th Anniversary
Our growth and progress over the last 15 years has been the result of bringing together the best team, clients and local communities.
NPS +67 from 500 client responses
We achieved an incredible +67 from our NPS Survey, further driving our commitment to continuously improving our client experience.
FEB
B Corp Certification
In 2021, Kelly+Partners became B Corp Certified and joined a global movement of 4,200 B Corps in 76 countries to do business for good.
JUL
Great Place to Work™
Kelly+Partners was voted by 85% of our team as a Great Place to Work™, recognising our focus on being a "people first" organisation.
OCT
Employer of Choice Winner 2021
We were recognised as a Winner for Employer of Choice in The Australian Business Awards 2021 for our culture and policies.
DEC
The Be Better Off Show: 21K+ downloads
With 54 episodes and counting, The Be Better Off Show podcast has reached over 21,000 downloads. Seasons 3 and 4 featured guests like the CEOs of McDonald's Australia, Kathmandu, Marley Spoon and Archie Rose.
OCT
KPGH AGM
Our AGM featured two of the world's leading investment experts and best-selling authors Lawrence Cunningham and William Thorndike.
NOV
KPIO Fund #2 Raises $16.5 million
The Kelly+Partners Investment Office Special Opportunities Fund #2 closes after raising $16.5 million.
ONE TEAM, ONE WAY
As our team continues to grow with new Partners, offices and team members, we make an effort to stay connected as one team working together to achieve bigger things.
FEB
Kelly+Partners Pittwater Opens
The first new office of many, we launched Kelly+Partners Pittwater in the heart of Avalon Beach.
JAN
Natalie McDermott
Natalie became an Associate Client Director and Partner of the Northern Beaches partnership. She has been a part of the Northern Beaches Team since 2016.
FEB
Lishi Huang
Lishi became a Client Director of Kelly+Partners Tax Legal. WIth over 10 years of experience in complex tax matters, she has been with Kelly+Partners since 2016.
MAR
BPI joins Kelly+Partners
Amongst clients new and existing, team and friends, we celebrated BPI joining Kelly+Partners Inner West.
MAR
KPNB & KPWS: Christmas in March
Our Northern Beaches and Western Sydney teams hosted their EOY Christmas party in March after it had been postponed by lockdown.
MAR
Anoop Kalra
With over 25 years of experinece in capital markets, Anoop Kalra joined us as the Co-Chief Investment Officer of the Kelly+Partners Investment Office.
APR
Brett Gilday and Carl Molenaar
Joining us from Moneywise, Brett Gilday and Carl Molenaar became Partners of our Central Coast Private Wealth office.
APR
Moneywise joins Kelly+Partners
We celebrated Moneywise Group joining Kelly+Partners Central Coast with a cocktail party for clients, team and friends.
APR
Celebrating Easter
Our Teams celebrated Easter with morning teas featuring classic hot cross buns and chocolate eggs.
MAY
SCA Golf Day: Strata Hits a Hole in One
As proud National Education Sponsors of the SCA, our Strata Partners put their best putt forward for their annual Golf Day.
JUN
Kelly+Partners' 15th Anniversary
Founder's Day was particularly special this year as it marked Kelly+Partners' 15th Anniversary, with teams clebrating with cake, decorations and drinks.
JUL
Graeme Huggins and Shane Roxby
In Newcastle, we welcomed Graeme Huggins as a Partner and Shane Roxby as a Consultant of the new Kelly+Partners Hunter Region office.
JUL
Shane Roxby Accountants joins Kelly+Partners
Shane Roxby Accountants joins the Kelly+Partners Group and becomes the new Kelly+Partners Hunter Region in Newcastle.
JUL
John Newton
John Newton and the Hayward Team joined the Kelly+Partners Sydney CBD office, and we welcomed John as a Partner of the group.
JUL
Hayward Accountants joins Kelly+Partners
Hayward Accountants joins the Kelly+Partners Group and their team becomes a part of the Kelly+Partners Sydney CBD practice.
JUL
Cathy Stewart
In Melbourne CBD, we welcomed Cathy Stewart as a Partner and Client Director of the Melbourne Team.
SEP
Matt Gamblin
In the Northern Beaches and North Shore, We welcomed Matt Gamblin as a Partner and Client Director.
SEP
September Step Challenge
With over 30 million steps, we had team members, kids and dogs pounding the pavement to stay active during the lockdown.
NOV
KellyPartners+BergerPiepers
We welcomed Peter Berger, Wil Pieper, Tim Millard and Andrew Berger as new Partners of KellyPartners+Berger Piepers in Western Sydney.
NOV
Berger Piepers Joins Kelly+Partners
Berger Piepers joins Kelly+Partners with a 46-year history in the local Penrith area. Together, they now have over 40 team members.
DEC
Hadrill Accounting Joins Kelly+Partners
We celebrated Hadrill Accounting joining Kelly+Partners and the opening of the new Kelly+Partners Canberra with a cocktail event.
DEC
Celebrating Christmas
Our teams celebrated Christmas and the Holiday season, toasting to another year of working with the best team and the best clients.
DEC
Sydney CBD & Norwest Christmas Lunch
Our Sydney CBD and Norwest Teams celebrating Christmas together at a combined lunch.