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    Strategic and comprehensive wealth management advice to help you protect and grow your wealth


    Nurturing your assets for stability and sustainable growth in any financial climate


    We partner with you to grow, protect and control your wealth, and preserve it for future generations. We provide bespoke wholesale investment solutions that focuses on capital preservation, absolute returns, asset allocation focus with a medium to long term view.

    Our experienced wealth advisers work with you to build diverse investment portfolios that are actively managed and reviewed on a regular basis. Our fee structure is transparent and we also act with responsibility and diligence.

     

    Wealth Solutions

    At Kelly+Partners Private Wealth, our experienced advisors can assist you with:

    • General Financial and Investment Advice
    • Asset Allocation Strategies between Asset Classes & Currencies
    • Execution of Bespoke Investment Portfolios
    • Administration and Reporting of Assets & Liabilities
    • Superannuation and SMSF Investments
    • Building Diverse Income Streams
    • Accessing Wholesale Investment Opportunities

     

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    Online Portfolio Management

    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.

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    Alternative Investments

    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.

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    Alternative-Investments

    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.

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    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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    Wholesale Wealth Team

    Trent
    Trent Doughty
    Head of Private Wealth

    Kim-1
    Kim Lim
    Investment Adviser

    Steven_Grog_PW
    Steve Grogg
    Partner

    Daniel Kelly_Private Wealth
    Daniel Kelly
    Partner

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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.