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. By taking the time to understand your goals and learn about your needs, we provide bespoke wealth and investment solutions. 

Our wealth advisers work with you to systematically asses your situation, review your needs and concerns, and propose innovative solutions to manage and protect your wealth. Together, we devise a plan that meets your immediate and medium-term objectives, as well as those of future generations of your family. 

 

Wealth Solutions

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

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

 

Insurance Solutions

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

 

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 (Import & Export)
• Transferring between international accounts

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

BRETT, CARL, MATTHEW AND ANUJA ARE REPRESENTATIVES OF KELLY PARTNERS PRIVATE WEALTH (CENTRAL COAST & HUNTER REGION) PTY LTD, WHICH IS A CORPORATE AUTHORISED REPRESENTATIVE OF FITZPATRICKS PRIVATE WEALTH PTY LTD(AFSL: 247429, ABN: 33 093 667 595). KELLY+PARTNERS PRIVATE WEALTH (CENTRAL COAST AND HUNTER REGION) PTY LTD IS NOT AUTHORISED TO PROVIDE THE PROPERTY AND FOREIGN EXCHANGE SERVICES LISTED ABOVE. PLEASE ACCESS FITZPATRICKS PRIVATE WEALTH'S FSG HERE AND THEIR PRIVACY POLICY HERE. You can access the Fitzpatricks Complaints policy Here.

AARON IS A REPRESENTATIVE OF KELLY PARTNERS PRIVATE WEALTH SYDNEY PTY LTD, WHICH IS A CORPORATE AUTHORISED REPRESENTATIVE OF MADISON FINANCIAL GROUP PTY LTD (AFSL: 246679, ABN: 36 002 459 001)

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 (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.