NPS: +61

    Protect Your Wealth
    Finance, Insurance & Wealth

    Finance

    Find the right loan or financing solution to help you grow and manage your business. The number of options available can be complex and overwhelming. Our dedicated Finance & Lending specialists can help you get access to the information you need to make informed decisions. With our expert guidance and experience, you can feel confident knowing we're part of your team.

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    General Insurance

    Protect your business against potential risks and safeguard your future with the right insurance cover. Our specialist insurance team can work with you to provide trusted and tailored insurance solutions for your business and personal needs. With over 20 years of experience, our Austbrokers Kelly+Partners advisers can assist you with a wide range of comprehensive insurance products.

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    Retail Wealth Management

    Protect and grow your wealth with a personalised, long-term strategic financial plan that is built around your needs. From getting the right structure to managing your cash flow, risk and investment portfolio, we've got you covered. We work with you to determine your financial objectives so we can provide you with a strategy that takes into account your personal, family and business interests.

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    Retail Wealth Management Services

    • Goal setting, planning and accountability
    • Financial Organisation for business owners and professionals
    • Investment advice and management
    • Budgeting and cashflow analysis
    • Lifeplan development
    • Financial strategy and planning
    • Retirement Planning
    • Retirement savings accounts
    • Life Insurance
    • Superannuation advice, including SMSF
    • Managed investment schemes
    • Investor director portfolio services
    • Managed discretionary account services
    • Securities, Government debentures, stocks or bonds
    • Standard Margin Lending

     

    Wholesale 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. We work with you to grow, protect and control your wealth so you can preserve it for future generations. With an approach that centres on your long-term objectives, we can help you build a lasting legacy for your family.

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    Wholesale Wealth Management Services

    • Investment Advice, Asset Allocation Strategies and Portfolio Management
    • Portfolio Administration and Reporting
    • Alternative Assets - access to private debt, private credit, property, and private equity funds
    • Model Portfolio investment solutions
    • Access to unique and exclusive Wholesale Investment Opportunities
    • Property Investments and Advisory
    • Superannuation and SMSF Portfolio Management
    • Foreign Exchange and Money Transfers
    • Life Insurance
    • TPD Insurance
    • Trauma Insurance
    • Income Protection Insurance

    Let’s get started

    Book a meeting, give us a call, or visit one of our convenient office locations.

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    Give us a call

    1300 802 780

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    Book a discovery meeting

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    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). THE COMPLAINTS MANAGEMENT POLICY CAN BE ACCESSED HERE.

    ANY GENERAL ADVICE PROVIDED HAS BEEN PREPARED WITHOUT TAKING INTO ACCOUNT YOUR OBJECTIVES, FINANCIAL SITUATION OR NEEDS. BEFORE ACTING ON THE ADVICE, YOU SHOULD CONSIDER THE APPROPRIATENESS OF THE ADVICE WITH REGARD TO YOUR OBJECTIVES, FINANCIAL SITUATION AND NEEDS.

    Kelly+Partners Private Wealth Services are not available to clients of BMF as at 31 December 2016.
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    OFFICE LOCATIONS
    GLOBAL
    ACCREDITATIONS

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    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.