Private Wealth Management

The real value of wealth management is having the security and peace of mind to live the lifestyle you want now and in the future. 

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Forward-Looking Advice
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No surprises
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Accessible
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Relationships
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Investment Management for Wholesale & Sophisticated Investors

We provide investment management solutions and ongoing portfolio management capability to wholesale and sophisticated investors, including accomplished private clients, businesses, family groups, family offices, SMSF’s, Charities and Foundations.

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Kelly+Partners Direct Invest

Whether you're a small or large, or new or experienced investor, our self directed online 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. 

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Kelly+Partners Alternative Investments

As a Kelly+Partners client, you can gain access to unique and innovative investment opportunities through our extensive network in Australia and Overseas. From real estate and infrastructure to private equity, private credit and selective managed funds, Kelly+Partners Alternative Investments provides you with broader diversification and attractive opportunities to generate new sources of returns. These alternatives form the ‘satellites’ to our overall investment approach.

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Insurance Solutions

Any sound wealth management strategy ensures that should anything happen to you or your business income, you have a risk management strategy in place to ensure you are covered to continue to support you or your family. We can help provide you with the peace of mind in knowing you’re protected financially should the unexpected happen. We assist with personal insurance including cover including: Life Insurance, Income Protection, Total and permanent disability Insurance (TPD insurance) and Trauma Insurance.

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Foreign Exchange

Save money and manage your risk when transferring funds internationally with SendFX, experts in foreign exchange services. Through SendFX, you can gain access to fast and free international currency transfers across 20 currency pairs with better exchange rates, no bank fees and no commissions. SendFX can assist you with international fund transfers for international investment purchases and sales, buying or selling international real estate, transfer of an inheritance or estate, paying overseas suppliers and more.

Get Started

Speak to one of our Private Wealth specialists.

Book a call

1300 802 780

Private Wealth Team

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Matt Fogarty
Head of Wealth
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Steven Grogg
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Trent Doughty
Partner
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Daniel Kelly
Partner
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Kim Lim
Head of Operations

Find your nearest office

Email our team, give us a call, or visit one of our award-winning office locations

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Take control of your financial universe

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

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