Private Wealth, Finance & Insurance Services

Our dedicated team of specialists across investments, finance and insurance can help you achieve your business and personal goals. 

Doing Smat Business-wealth-icon
Value 1
Forward-Looking Advice
Value 2
No surprises
Value 3
Value 4

Private Wealth Management

Take control of your financial universe and build the confidence to make the decisions that matter for you and your family with the help of Kelly+Partners Private Wealth. By becoming a client of Kelly+Partners Private Wealth, you will have access to a specialist team of investment experts focused on helping you achieve the investment outcomes you are after, with the highest degree of probability over the long term, and at the same time managing the risks associated with investing. Kelly+Partners Private Wealth is a boutique investment management firm providing bespoke wholesale investment solutions and portfolio management services for Wholesale and Sophisticated investors. 


Finance & Mortgage Broking

When you are searching for the right loan, the number of options can seem overwhelming. Wouldn’t it be great if there was someone who could help you choose the right one?

Whether you’re a first home buyer, looking to upgrade your home, or looking to invest in your business, we're here to guide you through each stage of your unique journey.

What’s more, we can also help you refinance, top-up or switch your existing loan – so you can enjoy freedom and flexibility if your financial circumstances change.

Our clients enjoy the benefits of dealing with industry professionals who are truly representing them, rather than the bank.

Finance & Mortgage services
  • Business finance
  • Home and investment loans
  • Motor vehicles & equipment finance
  • SMSF (Limited Recourse Borrowing Arrangement)
  • New applications & refinancing options
young-smiling-man-sitting-on-sofa-at-home-during-q-2023-11-27-05-03-45-utc 1

Kelly+Partners Direct Invest

Whether you're a small or large, or new or experienced investor, Kelly+Partners Direct Invest portfolio management platform gives you a simple and accessible way to invest with a low cost, professionally managed and  fully diversified portfolio that's right for you. Choose from a range of model portfolios with strategies that have been thoroughly researched and selected based upon risk return profiles, track record and performance by the Kelly+Partners Investment Committee. 


General Insurance

Protect your business against potential risks and safeguard your future with the right insurance cover. With over 40 years of experience, our Austbrokers Kelly+Partners insurance broking team can work with you to provide a wide range of comprehensive insurance solutions to help you protect your most valuable personal and business assets.

An insurance program that is fit for purpose
  • Business insurance
  • Commercial Property Owners Insurance
  • Professional Indemnity
  • Products and Public Liability
  • Management Liability
  • Cyber and IT Liability
  • Tax Audit Insurance
  • Commercial Motor, Plant & Equipment

Get Started

Speak to one of our Private Wealth, Finance or Insurance specialists.

Book a call

1300 802 780

Find your nearest office

Email our team, give us a call, or visit one of our convenient office locations.


Take control of your financial universe

Achieve your personal and business goals by turning to Kelly+Partners Accountants today.

CTA Image