Private Wealth

Kelly+Partners Private Wealth was founded by bringing together a cohesive team of experienced professionals from wealth management, asset management, family office and accounting backgrounds to form a boutique private wealth office. The firm is a partnership in philosophy and structure.

Services

Our Private Wealth services are designed to help wholesale high net-worth Clients.

Please contact us for a obligation-free consultation.

  • wealth Preservation and creation strategies
  • asset allocation strategies
  • execution of investment strategies
  • cash management and term deposits
  • property investments
  • global equities (access to ASX and 14 global exchanges) 
  • alternatives (hedge funds and private equity)
  • hybrid securities
  • fixed income
  • ETFs and LICs.

Clients

Our clients come from various backgrounds but all share a story of accomplishment. We accommodate the diverse needs of our clients by providing a tailored financial advice.

Our services are suitable for wholesale sophisticated clients, requiring net assets of $2.5 million AUD or who have earned more than $250,000 AUD for the last two consecutive years.

The clients we serve include:

  • high net worth individuals and families
  • self managed super funds 
  • family offices
  • companies
  • trusts
  • not-for-profit organisations
  • foundations.

Enquire Now