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Consulting

Helping privately owned consulting businesses take control, grow, and protect their financial universe—with advice as considered and strategic as the work you deliver.

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Consulting demands focus. Your finances shouldn’t be a distraction.

We’ve worked with privately owned consulting firms across Australia—giving us deep insight into how to structure for growth, optimise tax, and build long-term financial security while you stay focused on your clients.

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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.

Audit & Assurance

Rigorous oversight to meet governance and reporting standards.

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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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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