Kelly+Partners Direct Invest

Get access to professionally managed portfolios and exceptional expertise through our Kelly+Partners Direct Invest platform. No matter how much you have to invest, or what your level of investment knowledge is, you can now get access to clear, effective and transparent investment management expertise.

We take away the complexity and administrative burden of managing your own investments, providing you with the ability to choose the model portfolio best suited to you. With 24/7 transparency, control and peace of mind, you can invest with confidence knowing you're in the right hands.

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How do I get started?

Choose a model portfolio that best suits your objectives from the table below.

Create an account by clicking button below to get started.

Your account will be activated once all document checks are verified. You will receive an email on where to transfer money to and your funds will be invested as soon as your funds are cleared.

Stick to your wealth goals, contribute regularly and we will keep you updated with regular weekly investment reports and any portfolio changes.

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Create your Direct Invest Portfolio account now and start investing today

Income (No Equities) Income (With Equities) Balanced Growth Ethical

Income (No Equities)

Investment objective
Aims to deliver a total income return of over 3% p.a (net of all fees). The fund is actively managed and provides diversification across asset classes with no exposure to shares or equity markets.
Who is this suitable for?
Investors seeking an alternative source of income without taking on equities and share risk.
Asset class mix
Fixed Income, Property, Cash
Target Income Returns
3% plus (net of all fees) through the market cycle
Risk Level
Low
Suggested time frame
3-5 years+
Management fee
0.80% + GST*
* There may be additional costs, such as Indirect or Transactions Costs, which are confirmed in the Investment Menu and Fee Calculator, available via the sign-up page.

Income (With Equities)

Investment objective
Aims to deliver a total income return of over 4% p.a (net of all fees). The fund is actively managed and provides diversification across asset classes with exposure to shares and equity markets.
Who is this suitable for?
Investors seeking an alternative source of income who are comfortable with exposure to shares and equity markets
Asset class mix
Australian Shares, Global Shares, Fixed Income, Property, Cash
Target Income Returns
4% plus (net of all fees) through the market cycle
Risk Level
Low-Medium
Suggested time frame
3-5 years+
Management fee
0.80% + GST*
* There may be additional costs, such as Indirect or Transactions Costs, which are confirmed in the Investment Menu and Fee Calculator, available via the sign-up page.

Balanced Portfolio

Investment objective
Aims to provide investors with a moderate income and capital growth over periods of 5 years or more by investing in a diversified portfolio split equally between growth assets and defensive assets.
Who is this suitable for?
Investors seeking a careful balance between risk and reward
Asset class mix
50% defensive (fixed interest, cash)
50% growth (equities, property, alternatives)
Target Returns
CPI plus 4% in any rolling 5 year period
Risk Level
Medium. Negative return 4 years in every 17 years
Suggested time frame
5 years+
Management fee
0.80% + GST*
* There may be additional costs, such as Indirect or Transactions Costs, which are confirmed in the Investment Menu and Fee Calculator, available via the sign-up page.

Growth Portfolio

Investment objective
Aims to provide investors with a higher rate of return over periods of 7 years or more by investing in a diversified portfolio of predominantly growth assets.
Who is this suitable for?
Investors seeking to maximise their total returns over the longer term and are prepared to tolerate a high degree of market volatility along the way.
Asset class mix
10% defensive (fixed interest, cash)
90% growth (equities, property, alternatives)
Target Returns
CPI plus 5% in any rolling 7 year period
Risk Level
High. Negative return 5 years in every 17 years
Suggested time frame
7 years+
Management fee
0.80% + GST*
* There may be additional costs, such as Indirect or Transactions Costs, which are confirmed in the Investment Menu and Fee Calculator, available via the sign-up page.

Ethical and Socially Responsible Portfolio

Investment objective
Aims to provide investors with a diversified portfolio split equally between growth assets and defensive assets, taking into account the ethical. social and environmental impact of the investments made
Who is this suitable for?
Suited to investors seeking a careful balance between risk and reward and who wish to make a positive social impact and are ethically focused.
Asset class mix
40% defensive (fixed interest, cash)
60% growth (equities, property)
Target Returns
CPI plus 4% in any rolling 5 year period
Risk Level
Medium. Negative return 4 years in every 17 years
Suggested time frame
5 years+
Management fee
0.80% + GST*
* There may be additional costs, such as Indirect or Transactions Costs, which are confirmed in the Investment Menu and Fee Calculator, available via the sign-up page.

Why choose Kelly+Partners Direct Invest?

	How have the portfolios been selected? The Kelly+Partners Investment Committee has selected each portfolio to represent a specific strategy common across the Kelly+Partners client base. Our aim is to offer a range of carefully considered portfolios that are accessible to all investors regardless of how much they have to invest. Each investment has been thoroughly researched and selected based upon risk return profiles, track record, cost, liquidity and performance versus its peer group.
	Who is making the investment decisions? The Kelly+Partners Investment Committee meets once per quarter to discuss macro and micro economic trends, review asset allocations and oversee the investment model portfolios to ensure they are optimised for risk and returns. Any refinements to the model portfolio are agreed upon at the meetings and implemented thereafter. The committee consists of two highly experienced investment professionals, Anoop Kalra and Trent Doughty, who have vast knowledge and expertise.
	How do I monitor my investments? The online portal and mobile app gives you complete control of your portfolio 24 hours a day, 7 days a week. You will also have access to a detailed breakdown of all the investments in your portfolio, how much they cost and what they're worth. Your Kelly+Partners Team will handle all administration, transactions, reporting, record keeping, and legal compliance on your behalf.
	How will I stay up to date with changes in the market? The Kelly+Partners Investment Committee conducts formal quarterly meetings. At these meetings, the committee will review all model portfolios, including each individual component, asset allocation and portfolio weightings. The committee will also consider micro and macro-economic trends and data, global investment markets and political and regulatory changes. You will receive weekly and quarterly investment reports that include our latest financial insights and updates on market trends and movements.
	Do I need professional investment management? People make better decisions when they have more information and more time to understand and react to that information. As an investor, you want to make the best possible decisions about what to do with your money. But this can take time, research and the capability to interpret data and monitor global trends that you might not have. An investment management team can use their expertise and resources to professionally research companies, share prices, economies, policies, and data from around the world. They can use their depth of information to make better investment decisions for your portfolio.

Disclaimer
Kelly Partners Private Wealth (Wholesale) Pty Ltd (ACN 637 526 384, Corporate Authorised Representative) is distributed by Kelly Partners Private Wealth Pty Ltd ACN 629 559 860, AFSL 516704; and administered by OpenInvest Limited ACN 614 587 183 via the OpenInvest Portfolio Service ARSN 628 156 052. This website provides factual information about the service, and any general advice contained does not take into account your objectives, financial situation or needs. Before making any investment decision, please review the PDS and Target Market Determination available at www.kp.openwealth.net.au/key-documents/ 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.

Liability limited by a scheme approved under professional standards legislation. Each office of Kelly+Partners (Office) is a separate legal entity. Services are delivered independently by each Office. These Offices are not members of one national partnership or otherwise legal partners with each other, nor is any one Office responsible for the services or activities of any other. Kelly Partners Group Holdings Limited (KPGH) is not responsible or liable for any acts or omissions of an Office and specifically disclaims any and all responsibility or liability for acts or omissions of an Office. The titles ‘Senior Partner’ or ‘Partner’ are used only to denote seniority and level of expertise of the person within the business. It does not and is not intended to signify that the person is in a partnership involving the Office, KPGH or any other KPGH Offices.

Investment portfolio management without any of the complexity

Kelly+Partners Direct Invest

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