Private Wealth Management

Bespoke Wealth Management 

Kelly+Partners Private Wealth is a boutique investment management firm providing bespoke wholesale investment solutions and portfolio management for wholesale and sophisticated investors. We work with private clients, businesses, family groups, family offices, SMSFs, charities, and foundations to grow, protect, and preserve wealth.

Our experienced investment managers take the time to understand your objectives across different timeframes, then develop tailored portfolios to match—ensuring your wealth remains protected, productive, and positioned to support future generations.

Important Information

Kelly Partners Private Wealth (Sydney) Pty Ltd is a Corporate Authorised Representative of Madison Financial Group Pty Ltd (AFSL 246679, ABN 36 002 459 001).

Kelly Partners Private Wealth (Central Coast & Hunter Region) Pty Ltd is a Corporate Authorised Representative of Fitzpatricks Private Wealth Pty Ltd (AFSL 247429, ABN 33 093 667 595).

Kelly Partners Private Wealth (Wholesale) Pty Ltd is a Corporate Authorised Representative of Kelly Partners Private Wealth Pty Ltd (AFSL 516704, ABN 62 955 9860).

Credit services are provided by Kelly Partners (Finance) Pty Ltd as an Authorised Credit Representative under Australian Credit Licence 389087, and by Kelly Partners Finance (Central Coast & Hunter Region) Pty Ltd under Australian Credit Licence 389071.

Austbrokers Kelly Partners Pty Ltd (ABN 41 646 117 426) is a Corporate Authorised Representative (ASIC AR No. 1285136) of Austbrokers Sydney Pty Ltd (ABN 14 061 968 090, AFSL 244244).