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.
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.
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
- not-for-profit organisations