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01
Place
We start by systematically understanding where you are and where you want to be in the next five, ten, and twenty years, ensuring consistent progress.
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02
Profile
We work with you to navigate your financial universe, from personal and business finances to wealth management and succession planning.
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03
Plan
Together, we diligently construct a bespoke financial strategy designed to help you achieve your business and personal goals in a timely manner.
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04
Progress
We actively analyse and monitor your financial metrics, providing monthly or quarterly reporting to guide you towards achieving your objectives.
Forward-looking advice
When you're ambitious, you expect the same from your partners. We go beyond standard compliance to provide trusted, forward-looking advice.
No surprises
Life and business can be unpredictable. That's why we provide value-based, fixed-fee engagements to give you confidence and transparency.
Accessible
Your business is more than just numbers to us. We understand the challenges of running a business and are here to help whenever, wherever and however you need.
Relationships
Strong relationships are essential to success. We leverage our expansive network to provide unique personal and business opportunities.
General Practitioner | Medical
"Kelly+Partners has allowed me to focus on my career and personal life because I feel comfortable and secure."
Fire Sense | Wholesaler
"I wanted an accountant that would get involved in our business and understand the dynamics of running a family business."
Austral Scope | Media
"I would recommend Kelly+Partners to other business owners, especially if they manage multiple entities."
Chosen Bean Café | Hospitality
"The team at Kelly+Partners are easily accessible. If I ring, I'm guaranteed to get an answer that day, if not within the hour."
Total Construction | Construction
"What I get from Kelly+Partners is that they are a family-run business. They are very much a network."
Butler & Co Architects | Architect
"It's been a mantra of mine to only work with good people, and I'm delighted with the people I'm working with at Kelly+Partners."
KT Services | Childcare
"After our first meeting with Kelly+Partners, we could sleep at night knowing we wouldn't have to worry about anything."
Freedom Furniture | Franchisee
"I've found Kelly+Partners to be very professional in how they operate and in the advice they provide me my business."
Ray White Unlimited | Real Estate
"When I contemplated starting my own business, Kelly+Partners was the first call I made."
Vision Personal Training | Fitness
"The advice I receive from Kelly+Partners is always forward-thinking and planned out."
AJB Insurance | Financial Services
"I'm a huge advocate for fixed fees because I run a small business, and I always want to know what my fees will be ahead of time."
Orient House | Retailer
"Not only does Kelly+Partners give me financial and business advice, but they are also looking for my well-being as a business owner."
Cardiologist | Medical
"One stark contrast between Kelly+Partners and other accounting firms is that there is a lot of integrity in the organisation."
Radiologist | Medical
"Kelly+Partners has helped my business by always being there. When I've had a question, I've been able to pick up the phone and get an answer."
Subway | Franchisee
"We found Kelly+Partners are quite good and proactive in helping us with our planning. They’ve offered us advice about things we hadn’t thought about."
Find your nearest office
Email our team, give us a call, or visit one of our award-winning office locations
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Take control of your financial universe
Achieve your personal and business goals by turning to Kelly+Partners Accountants today.
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