Wealth Management Specialists

Direct Invest Portfolios

Our online investment solution to guide you through your wealth journey.

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Kelly+Partners Direct Invest Portfolios

Kelly+Partners Direct Invest is our no advice, online investment solution designed for clients who want easy access to low cost and professionally managed investment portfolios. 

With three actively managed portfolios to choose from- Income, Balanced and Growth- investors can align their strategy with their personal investment goals, risk profile and time horizon. 

Each portfolio is diversified across a broad range of asset classes, both in Australia and globally and professionally managed by the Kelly+Partners Investment Team. 

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Choose your ideal portfolio

Choose from three professionally managed portfolios — Income, Balanced or Growth. You’re in control.

Get started at a low cost

Begin with just $10k and access professionally managed portfolios from day one.

Open an account in minutes

The process is fully online and hassle-free — you can be up and running in just 5 minutes.

Track your portfolio anytime

Stay connected with real-time access via the mobile app or Investor Portal — anytime, anywhere.

Stay informed, always

Receive regular portfolio updates and market insights, so you're always in the know.

Professionally managed portfolios

Your portfolio is overseen by experienced professionals focused on your long-term growth.

Get started in 3 easy steps

Step 1: Register for access

Create your login to explore portfolios, view documents, and read investment insights.

Step 2: Choose your portfolio

Select the professionally managed portfolio that best suits your investment goals and risk profile.

Step 3: Open your account

Complete your application online in minutes, transfer your funds securely and start investing.

Download the app

Keep track of your portfolio 24/7 with our mobile app.

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Kelly+Partners Investment Team 

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Trent Doughty

Senior Investment Advisor
Kelly+Partners Private Wealth

Steve-private-wealth

Steven Gorgg

Senior Investment Advisor
Kelly+Partners Private Wealth

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David Varlamos

Senior Investment Advisor
Kelly+Partners Private Wealth

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Kim Lim

Operations Director
Kelly+Partners Private Wealth

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Leanna Katsikaris

Senior Insurance Advisor
Kelly+Partners Private Wealth

Important Information

Kelly Partners Direct Invest are distributed by Kelly Partners Private Wealth (Wholesale) Pty Ltd is a corporate authorised representative of Kelly Partners Private Wealth Pty Ltd (AFSL: 516704, ABN 629 559 860); and administered by OpenInvest Limited ACN 614 587 183, the responsible entity of the Service, via the OpenInvest Portfolio Service ARSN 628 156 052.

It is general advice only and is not intended to provide you with financial advice, and has been prepared without taking into account your objectives, financial situation or needs.

Before making any investment decision, please review the PDS and Target Market Determination (available here at www.openivest.com.au). Should you require assistance in determining whether an investment in the service is right for you, you may wish to seek personal advice from an appropriately licensed financial adviser.

All figures contained from sources believed to be accurate. Past performance is not an indication of future performance.  Investing and trading carry financial risk, when judging performance please consider the different types of investments and levels of risk associated. Kelly+Partners does not make any representation of warranty as to the accuracy of the figures and disclaims any liability resulting from any inaccuracy. Performance of the Portfolio is based on a model portfolio and is gross of investment management, administration fees and transaction costs.

Ready to get started?

It starts with a conversation. At Kelly+Partners, we deliver expert advice tailored to your personal, business, wealth, and estate needs—backed by structured systems and year-round support.

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