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 Wealth Private 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 varied 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 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 (SMSF)
- Family Offices
- Not-For-Profit Organisations