Knowledge Centre

Market and economic overview 18th January 2018

US equity markets surged into year-end, bolstered by strong global economic growth, healthy company earnings and the passage of President Trump’s US$1.5 trillion tax-reform package, described as the biggest US tax overhaul since 1986....

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How using core-satellite investing with ETFs can give you outperformance potential 17th January 2018

Core-satellite investing is a portfolio construction approach that has been used by both institutional and individual investors for many years now and is an approach we have adopted at Kelly + Partners Wealth Management....

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Kelly+Partners launches Government Relations, Incentives & Innovation service 21st December 2017

The firm is pleased to announce that Dave Sharma has agreed to join Kelly+Partners to lead the Government Relations, Incentives & Innovation service team....

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The 15 Minute Retirement Plan - How to avoid running out of money when you need it most 18th December 2017

One of the biggest risks an investor faces is running out of money in retirement. This can be a personal tragedy. People may work their whole lives to accumulate enough wealth for a comfortable retirement only to find they have come up short....

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Harvard Professor Robert Waldinger​ - A 75-y​ear study on happiness 12th December 2017

Harvard professor Robert Waldinger is the director of a 75-year study following the lives of 724 men. It is the longest happiness study ever conducted. ...

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Insights into better people performance 8th December 2017

All business owners will tell you that the absolute key to their business is people. But Jim Collins, the best selling author of ‘Good to Great’ made the distinction that it is not your people but the ‘right people’ that drive performance in the business....

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Protect yourself; no-one else can do it for you 7th December 2017

We all know how much more litigious our society is becoming . . . and we’ve all heard horror stories of how some unexpected business risk appeared from left field and totally destroyed someone. “It was never meant to happen.”...

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Kelly+Partners Taxwise: Private Businesses News - November Edition 6th December 2017

In the November 2017 edition of Taxwise Private Businesses News, we look at the latest topics and insights affecting Private Businesses....

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Jack Cowin's 13 instructions for life 4th December 2017

He became an insurance salesman with London Life for four years in Toronto before deciding to visit Australia to assess some business opportunities. Seeing long queues at a Chinese takeaway restaurant while vacationing in Sydney, he became convinced that fast food would sell well....

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Get a scoreboard - what is not measured cannot be managed 1st December 2017

When we live our day-to-day lives with such focus and precision the results are truly amazing. What is not measured cannot be managed....

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