Wealth management advice tailored to your needs


Private wealth management services to help you manage your assets


Grow your wealth and work towards your retirement with Kelly+Partners Private Wealth. We believe that when it comes to your wealth, trust is the top priority. That’s why our private wealth management advisers are there to build a long-lasting relationship with you.

They are committed to creating value and performance to help you realise your financial and lifestyle goals.

Private Wealth Investment Services

A core focus for private wealth management is in growing your wealth. Structuring your investments to help them flourish, grow and support you now and into the future is important.

A Kelly+Partners private wealth management advisor can help with:

  • 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

Any sound wealth management strategy ensures that should anything happen to you, or your business income, you need to ensure you have the ability to continue to support your family.

We can help provide you with the peace of mind in knowing you’re protected should the unexpected happen. We help with:

  • Personal Advisory
  • Business Advisory
Property Services

Property investment is a practical way to grow your wealth both via your business and personally.

Our property services experts can assist with:

  • 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

To fund our business goals and take advantage of leveraging debt, your private wealth management strategy will likely include a level of lending requirements on the journey to reach your goals.

At Kelly+Partners we can help you with:

  • 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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Sleep better knowing you and your business are in the right hands. With locations throughout New South Wales and Melbourne, our business accountants are ready to help.

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1300 932 584

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business and what you’re trying to achieve.