In a rapidly changing world, clients need broader and more sophisticated advice than at any time in the past.


Manage your wealth


Private Wealth Services

Grow your wealth and work towards your retirement with Kelly+Partners Private Wealth. Build a long-lasting relationship with advisers who are committed to creating value and performance.

Private Wealth INVESTMENT SERVICES
  • Planning, Execution and ongoing Administration of Wealth Protection and Creation Strategies
  • Asset Allocation Strategies between Asset Classes, Currencies, Geographies and Generations
  • Private Banking Assistance
Insurance Services
  • Personal Advisory
  • Business Advisory
Property Services
  • Acquisition and Gearing of Property in Superannuation Funds
  • Commercial, Industrial and Retail Property Syndications
  • Detailed Investor Cash-flow Analysis
  • Immigration Property Acquisition and Structuring
  • Property Investor Tax Advice
  • Residential Property Investments
Finance Services
  • Finance Negotiation
  • Personal Lending
  • Business Lending
  • Equipment Lending
  • Specialist Lending
Foreign Exchange

We have partnered with SendFX, experts in foreign exchange services, to assist clients in saving money and managing their risk when transferring funds internationally for reasons such as:

  • Fast and free international currency transfers across 20 currency pairs
  • Enjoy exchange rates cheaper than the banks , with No bank fees and No commissions
  • Transferring funds internationally for reasons such as:
    • International investment purchases and sales
    • Buying or selling international real estate
    • Transfer of an inheritance or estate
    • Paying overseas suppliers (Import & Export)
    • Transferring between international accounts

To access to our foreign exchange partners please head to SendFX.

Private Wealth Team

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Trent Doughty
Private Wealth
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Shane Hay
Private Wealth
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Kim Lim
Private Wealth
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James Russell
Finance

GET IN TOUCH WITH US

KELLY PARTNERS PRIVATE WEALTH (WHOLESALE) PTY LTD IS A CORPORATE AUTHORISED REPRESENTATIVE OF KELLY PARTNERS PRIVATE WEALTH PTY LTD (AFSL: 516704, ABN 14 629 559 860). 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 SYDNEY PTY LTD IS A CORPORATE AUTHORISED REPRESENTATIVE OF MADISON FINANCIAL GROUP PTY LTD (AFSL: 246679, ABN: 36 002 459 001)

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