Kelly+Partners Private Wealth

At Kelly+Partners Private Wealth, we work with individuals and families to grow, protect, and preserve their wealth—ensuring it’s structured for today and secured for future generations.

Book a discovery meeting
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Private Wealth team

Trent Doughty
Trent Doughty
Senior Investment Advisor
Kelly+Partners Private Wealth
Steven Grogg
Steven Grogg
Senior Investment Advisor
Kelly+Partners Private Wealth
Leanna Katsikaris
Leanna Katsikaris
Client Director – Insurance
Kelly+Partners Private Wealth
Kim Lim
Kim Lim
Operations Director
Kelly+Partners Private Wealth

Visit us

Kelly+Partners Private Wealth is located at Level 53, 25 Martin Place, Sydney NSW 2000.

At Kelly+Partners Private Wealth, we partner with individuals and families to help build, preserve, and transfer wealth with clarity and confidence.

Our offering includes tailored investment management for wholesale investors, access to alternative investments, strategic insurance solutions, and global currency capabilities.

Conveniently located in the heart of Sydney’s CBD, our office is easily accessible by public transport, with parking options nearby.

Take control of your financial universe and Be Better Off.

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

Book a discovery meeting
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