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.
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.
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.
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.
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.
SWS Volunteering for Lifeline Macarthur
Our trusty South West Sydney volunteers helped out at Lifeline Macarthur's Mother's Day gift wrapping station.
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.
SWS at the Kids of Macarthur Anniversary
Our SWS Partners celebrated the Kids of Macarthur Health Foundation's 21st Anniversary at a fundraising gala.
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.
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.
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.
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.
Mater Dei Foundation Annual Ball
The SWS Team sponsored Mater Dei Foundation’s Annual Ball which raised $400,000 for education and therapy programs.
Christmas Giving
For Christmas, each of our teams chose a local charity to support, collecting Christmas presents, donations and toys for families in need.
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.
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.
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.
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.
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.
Our AGM featured two of the world's leading investment experts and best-selling authors Lawrence Cunningham and William Thorndike.
KPIO Fund #2 Raises $16.5 million
The Kelly+Partners Investment Office Special Opportunities Fund #2 closes after raising $16.5 million.
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.
Kelly+Partners Pittwater Opens
The first new office of many, we launched Kelly+Partners Pittwater in the heart of Avalon Beach.
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.
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.
BPI joins Kelly+Partners
Amongst clients new and existing, team and friends, we celebrated BPI joining Kelly+Partners Inner West.
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.
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.
Brett Gilday and Carl Molenaar
Joining us from Moneywise, Brett Gilday and Carl Molenaar became Partners of our Central Coast Private Wealth office.
Moneywise joins Kelly+Partners
We celebrated Moneywise Group joining Kelly+Partners Central Coast with a cocktail party for clients, team and friends.
Celebrating Easter
Our Teams celebrated Easter with morning teas featuring classic hot cross buns and chocolate eggs.
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.
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.
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.
Shane Roxby Accountants joins Kelly+Partners
Shane Roxby Accountants joins the Kelly+Partners Group and becomes the new Kelly+Partners Hunter Region in Newcastle.
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.
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.
Cathy Stewart
In Melbourne CBD, we welcomed Cathy Stewart as a Partner and Client Director of the Melbourne Team.
Matt Gamblin
In the Northern Beaches and North Shore, We welcomed Matt Gamblin as a Partner and Client Director.
September Step Challenge
With over 30 million steps, we had team members, kids and dogs pounding the pavement to stay active during the lockdown.
We welcomed Peter Berger, Wil Pieper, Tim Millard and Andrew Berger as new Partners of KellyPartners+Berger Piepers in Western Sydney.
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.
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.
Celebrating Christmas
Our teams celebrated Christmas and the Holiday season, toasting to another year of working with the best team and the best clients.
Sydney CBD & Norwest Christmas Lunch
Our Sydney CBD and Norwest Teams celebrating Christmas together at a combined lunch.