Difference

Excellence.

Kelly+Partners is an integrated financial services firm offering clients leading counsel, advice and expertise in Chartered Accounting and Business Services, Tax Legal, Private Wealth and Family Office

Kelly+Partners manages the individual needs of private business owners, high net worth individuals and significant families

Advice in the creation, protection, growth and transition of client wealth across generations has resulted in the firm being an award-winning industry leader.

Managing your entire financial universe

Kelly+Partners provides clients with the tailored technical and service excellence that addresses their most complex problems.

This is achieved through:

Tailored

Kelly+Partners professionally manages your complete personal and business financial universe.

Each client is assigned a personal Client Director, as their direct point of contact, to coordinate a team of accountants, advisors and consultants in delivering tailored, expert advice in an integrated manner.

The comfort of knowing that everything is taken care of is tremendously valuable to those seeking to achieve and maintain lasting success.

Expert

Kelly+Partners acts with integrity and in the best interests of clients at all times, creating value through expert advice and strict compliance.

Advice

As a Kelly+Partners client you can rely on the personal attention of a Client Director as your trusted advisor. A second Client Director is always familiarised with your important issues in order to provide continuity of service and additional support. Many directors sit on external boards or as members of an Advisory Council and may also serve as representatives for non-resident clients to assist with Australian matters as required.

Philosophy

The Kelly+Partners philosophy is simple - to provide expert advice that is tailored to the client's unique personal and business circumstances.

Most people know they need an accountant for taxation purposes, but an accountant can do much more for your business. Good accountants are aware of the economic, legal and financial environment affecting you and your business, and use their knowledge and experience to anticipate changes and plan for survival and growth.

Because individuals and business owners become immersed in their day-to-day operations it is important to have an independent view of their personal and business situation. In order to ensure the highest levels of satisfaction from your professional advisors at Kelly+Partners we encourage our clients to note the following:

  1. 1 Understanding our clients' aspirations and detailed requirements is the key to our ability to deliver outstanding results.
  2. 2 Kelly+Partners don't want to be average advisors to our clients – we want to be great.
  3. 3 The success of our clients ensures the satisfaction and meaningfulness of the work Kelly+Partners advisors undertake.
  4. 4 In order to achieve the above, Kelly+Partners will give you outstanding service. Your Kelly+Partners advisors will show you the value of the efforts they are undertaking on your behalf.
  1. 5 Kelly+Partners advisors understand that everything delivered on behalf of a client must create value and that this value must be communicated.
  2. 6 Kelly+Partners choose their clients carefully after considering their position with respect to being able to add value to that client.
  3. 7 Kelly+Partners create value and charge a fee that represents excellent value for money.

Network

Grow your connections through our network

With a thriving network of industry leaders, experts, influencers and pioneers, Kelly+Partners opens doors to many opportunities for clients.

Powerful insight, extensive connections and carefully crafted events inspire, empower and challenge our clients.

Whatever their background, industry or experience, Kelly+Partners clients innovate and change the game in their domains.

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You're 'better off' with Kelly+Partners

Contact us to see how the Kelly+Partners Difference can help you and your business.