Personal & Business Insurance Specialists

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.

Insurance

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.

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Life Insurance

Kelly+Partners Private Wealth have partnered with TAL, one of Australia's leading life insurers, to help you protect your life and loved ones.

With over 150 years behind them, TAL understands that everyone's life looks a little different. That's why their insurance options are flexible, practical and built to move with you as life changes.

With TAL, you can:

  • Get an online quote in under 5 minutes
  • Choose features and benefits that fit your needs and budget
  • Adjust, update or tailor your cover as life evolves
  • Feel confident knowing you'll be supported if you need to make a claim
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*Kelly+Partners Private Wealth will receive a commission for any policy

This website may contain general advice. It does not take account of your objectives, financial situation or needs. You should consider whether the information is appropriate for you, having regard to your objectives, financial situation and needs before you act on the information. Persons deciding whether to acquire or continue to hold life insurance issued by TAL should consider the relevant Product Disclosure Statement (PDS). The Target Market Determination (TMD) for the product (where applicable) is also available. By proceeding with a TAL policy, Kelly+Partners Private Wealth will receive copies of your policy documentation (which will also be sent to you), unless you tell TAL otherwise. Kelly+Partners Private Wealth will receive commission for any policy sale.

Our Approach

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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.

Insurance Guides

Personal insurance Guide Kellypartners

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.

Businss insurance Guide Kellypartners

Business Insurance Guide

Secure your business against the unexpected. Learn how the right insurance strategy protects your people, partners, and long-term business plans.

Private Wealth Insurance Team

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Leanna Katsikaris

Senior Insurance Advisor
Kelly+Partners Private Wealth

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Kim Lim

Operations Director
Kelly+Partners Wealth Wealth

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.

Book a discovery meeting
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