In a rapidly changing world, clients need broader and more sophisticated advice than at any time in the past.
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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
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
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 toSendFX.
Private Wealth Team
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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Liability limited by a scheme approved under professional standards legislation. Each office of Kelly+Partners (Office) is a separate legal entity. Services are delivered independently by each Office. These Offices are not members of one national partnership or otherwise legal partners with each other, nor is any one Office responsible for the services or activities of any other. Kelly Partners Group Holdings Limited (KPGH) is not responsible or liable for any acts or omissions of an Office and specifically disclaims any and all responsibility or liability for acts or omissions of an Office.