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Funeral Homes

Helping privately owned, family-run funeral homes take control, grow, and protect their financial universe—with advice as compassionate and personal as the service they provide from people who know the funeral profession intimately. 

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Funerals carry weight. Your finances don’t have to.

At Kelly+Partners, we understand the unique challenges faced by funeral homes and funeral directors.  From managing fluctuating cashflow and profitability to navigating compliance, etc. This is a sensitive and highly specialised sector that requires experienced, trusted advisers.

With decades of experience supporting privately owned funeral businesses, we understand that it’s not just about numbers—it’s about legacy, community, and providing continuity during life’s most challenging moments. Our team works closely with funeral directors to provide strategic advice, simplify compliance, and ensure the financial health of your business, allowing you to focus on caring for others.

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Services

Working alongside a dedicated Client Director and a carefully assembled team of specialists, you’ll receive expert advice across the following areas.

Accounting & Tax

Strategy, compliance, structuring, and ongoing tax efficiency.

Financial Success & Profitability

Advice on how to meet industry best financial practices.

Business Advisory

Growth planning, insurance, succession, and high-impact decision support.

Private Wealth

Investment structuring, wealth protection, and family office services.

Finance & Lending

Business, personal, and specialist finance solutions.

Estate Planning

Transition wealth with clarity, structure, and intergenerational confidence.

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Kelly+Partners Financial Progress System™

At Kelly+Partners, our philosophy is simple: expert advice tailored to your 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 define your 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.

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News & Insights

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News & Insights
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Podcast

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Client Experiences

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Client Experiences

Take control of your financial universe and Be Better Off.

Access an experienced accountant to help you control, grow, and protect your financial universe.

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