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Wealth Management Specialists

Direct Invest Portfolios

Our online investment solution to guide you through your wealth journey.

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Kelly+Partners Direct Invest

Kelly+Partners Direct Invest is our self-select, online investment solution designed for clients who want easy access to low cost and professionally managed investment portfolios. 

Investors can choose from three actively managed portfolios: Income, Balanced and Growth, allowing them to align their strategy with their investment goals, risk profile and time horizon.

Each portfolio is professionally managed by the experienced Kelly+Partners Investment Team, delivering diversified portfolios across a broad range of asset classes, including exposure to Australian and global investments.

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Choose your ideal portfolio

Select from three professionally managed, diversified portfolios: Income, Balanced or Growth. You’re in control.

Simple, transparent fees

Invest from as little as $10,000 with a low management fee of 0.75% per annum.

Open an account in minutes

The process is fully online and hassle-free — you can be up and running in just 5 minutes.

Track your portfolio 24/7

Stay connected with real-time access via your mobile app or Investor Portal.

Stay informed

Receive regular portfolio updates and market insights, so you're always in the know.

Professionally managed portfolios

Your portfolio is overseen by the experienced Kelly+Partners Investment Team.

Get started in 3 easy steps

Step 1: Register for access

Create your login to access the Investor Portal and view the portfolios.

Step 2: Choose your portfolio

When you’re ready, select the portfolio that best suits your investment goals and risk profile.

Step 3: Open your account

Complete your application online in minutes, transfer your funds securely, and we’ll take care of the rest.

Get started

Download the app

Keep track of your portfolio 24/7 with our mobile app.

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Kelly+Partners Investment Team 

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David Varlamos

Senior Investment Advisor
Kelly+Partners Private Wealth

Contact
trent-private-wealth

Trent Doughty

Senior Investment Advisor
Kelly+Partners Private Wealth

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Steven Gorgg

Senior Investment Advisor
Kelly+Partners Private Wealth

Frame 1-Oct-13-2025-08-30-12-2061-AM

Brad Matthews

Investment Committee
Kelly+Partners Private Wealth

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Kim Lim

Operations Director
Kelly+Partners Private Wealth

Important Information

Kelly Partners Direct Invest are distributed by Kelly Partners Private Wealth (Wholesale) Pty Ltd is a corporate authorised representative of Kelly Partners Private Wealth Pty Ltd (AFSL: 516704, ABN 629 559 860); and administered by OpenInvest Limited ACN 614 587 183, the responsible entity of the Service, via the OpenInvest Portfolio Service ARSN 628 156 052.

It is general advice only and is not intended to provide you with financial advice, and has been prepared without taking into account your objectives, financial situation or needs.

Before making any investment decision, please review the PDS and Target Market Determination (available here at www.openivest.com.au). Should you require assistance in determining whether an investment in the service is right for you, you may wish to seek personal advice from an appropriately licensed financial adviser.

All figures contained from sources believed to be accurate. Past performance is not an indication of future performance.  Investing and trading carry financial risk, when judging performance please consider the different types of investments and levels of risk associated. Kelly+Partners does not make any representation of warranty as to the accuracy of the figures and disclaims any liability resulting from any inaccuracy. Performance of the Portfolio is based on a model portfolio and is gross of investment management, administration fees and transaction costs.