Subscribe to our Newsletter
Expertise and advice delivered to your inbox
Whether you're a small or large, or new or experienced investor, our online portfolio management platform gives you a simple and accessible way to invest with a 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.Find out more
As a Kelly+Partners client, you can gain access to unique and innovative investment opportunities through our extensive network. 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.Find out more
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.
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.Find out more
Book a meeting, give us a call, or visit one of our convenient office locations.