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Wholesale

Helping wholesale businesses take control, grow, and protect their financial universe—with accounting advice as efficient and scalable as the supply chains they manage.

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You drive distribution. We drive financial performance.

We work with wholesale business owners across Australia—giving us a deep understanding of the industry’s financial pressures, from inventory management and cash flow to complex GST, import taxes, and evolving compliance requirements.

We also specialise in advising transport and freight businesses, offering integrated financial solutions across the entire supply chain.

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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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