Private Wealth, Finance & Insurance 

Kelly+Partners Private Wealth delivers bespoke investment solutions and portfolio management for Wholesale and Sophisticated investors.

Kelly+Partners Direct Invest offers a low-cost, professionally managed, and fully diversified portfolio—making investing simple and accessible.

Kelly+Partners Insurance Solutions provides tailored personal and business insurance solutions to protect your finances, family, and future to achieve financial peace of mind.

Tailored lending solutions for homebuyers and business owners, offering expert guidance, transparency, and access to a wide range of lenders.

Find the right loan for your first home, next home, or debt consolidation with expert, one-on-one support. We tailor solutions to your needs, providing transparent, proactive guidance.

Secure the right funding to build and grow your business with a tailored loan solution. We work with you and your accountant to understand your structure, cash flow, tax implications and goals.