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Personal & Business Insurance Services
Protect your financial future with bespoke personal and business insurance services from Kelly+Partners Private Wealth.
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Personal & Business Insurance
At Kelly+Partners Private Wealth, we help business owners protect what matters—your family, your business, and the people who rely on you.
Our insurance strategies cover both personal and business needs, including income protection, life and trauma cover, shareholder protection, and key person insurance—ensuring you’re prepared for whatever comes next.
Personal & Business Insurance Services
Life Insurance
Provides a lump sum payout to help your family cover debts, maintain their lifestyle, and secure their future if you pass away.
Total and Permanent Disability (TPD)
Pays a lump sum if you're permanently unable to work due to illness or injury—supporting long-term care, recovery, and lifestyle adjustments.
Trauma Insurance
Offers a tax-free lump sum upon diagnosis of a serious illness, so you can focus on recovery without financial stress.
Shareholder Protection (Buy/Sell)
Provides funds to buy out a partner’s share if they pass away or become disabled—protecting the business and their family.
Key Person Insurance
Covers the financial loss caused by the death or disability of a key team member—helping your business recover and stay on track.
Insurance Guides
Personal Insurance Guide
Protect yourself and your family with clarity. This guide breaks down the essentials of personal insurance so you can make confident, informed decisions.
Business Insurance Guide
Secure your business against the unexpected. Learn how the right insurance strategy protects your people, partners, and long-term business plans.
Our Approach
Initial Consultation
We begin by understanding your unique circumstances and financial goals.
Risk Analysis
Our team will identify potential risks to your personal and business finance.
Tailored Strategy
We design customised insurance plans to protect what matters most to you.
Implementation
We make sure you get the right policies in place to minimise hassle.
Claims Management
Our team manage the entire claims process.
Ongoing Review
Regularly assess your coverage and adjust it to reflect your evolving needs.
Private Wealth Insurance Team
Financial Services Guide (FSG)
Our FSG provides essential information about our services, fees, and your rights – empowering you to make informed decisions about your financial future.
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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