Be Better Off

We partner with Private Business Owners and their families to assist in the control, growth, and protection of their financial universe.
 
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We exist to make Private Business Owners Better Off

At Kelly+Partners, ‘Better Off’ means helping our clients be healthier, wealthier, and wiser. At our heart is a dedicated multi-disciplinary team of financial professionals. These professionals build partnerships with our clients to truly understand their financial situation and assist in the control, growth, and protection of their financial universe.

Discover our difference

Services

Kelly+Partners act exclusively for Private Business Owners and their families, providing specialist accounting, tax, business advisory, private wealth, finance and estate planning services.

Kelly+Partners Financial Progress System™

At Kelly+Partners, our philosophy is simple: expert advice tailored to your personal, business, wealth, and estate needs. With structured systems and year-round contact, we deliver clear, strategic guidance for long-term financial progress.

 

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1. Place

We start by identifying where you are today—then work with you to define clear goals for the next 5, 10, and 20 years.

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2. Profile

We map your personal and business finances, wealth position, and succession needs to build a complete picture.

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3. Plan

A tailored financial strategy is created to align with your objectives—ensuring structured, consistent progress.

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4. Progress

We track your performance through regular reporting—monthly or quarterly—so you stay on course and in control.

Heart

+72

Net Promoter Score

Our clients rate us a +72 for service satisfaction, compared to the Australian accounting industry average of -18.

Star Filled

300+

5-Star Reviews

300+ Google reviews and client testimonials speak for themselves. Our goal is to make every client a raving fan.

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Global Office Locations

With a growing network of offices across Australia, the USA, Ireland, Hong Kong, and India—you’re covered.

Australian Locations

Kelly+Partners is fully cloud-based, enabling us to work with you anywhere. Prefer in-person? We operate offices across New South Wales, Victoria, Queensland and the Australian Capital Territory, with an international presence in the United States, Ireland and Hong Kong.

 
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Take control of your financial universe and Be Better Off.

Access an experienced accountant to help you control, grow, and protect your financial universe.

Book a discovery meeting
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