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.
