Our Difference

At Kelly+Partners, our mission is simply to make our clients 'better off'.

The centerpiece of our service offering is the Kelly+Partners ‘Integrated Advice Model’ which is a proven system to assess and optimise the financial management of Private Clients, Private Businesses and their Owners, and Families. This process culminates with our proprietary ‘Flight Plan’ framework which sets out a clear pathway to: 

  1. get control of your financial universe, 
  2. understand your financial objectives, and 
  3. achieve your financial goals.

At Kelly+Partners, we will help assess & manage your complete financial universe – both personally, for your business, and your family. The Client Director will be your point of contact, and will co-ordinate the delivery of services from the firm’s accountants and specialist advisers in an integrated manner. The comfort of knowing that your financial universe is optimised is tremendously valuable to those business owners seeking long term success.

Values

Everything we do has always been guided by a set of principles that define our character and culture, forming the core of Kelly+Partners.

These universal principles are the shared convictions that we bring to our professional and personal conduct and are the fundamental strength of our business.

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    Want the best for others

    We are distinguished by thinking and acting in the interests of others, taking the time to know people and always seeking to be helpful.
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    We do what we say

    We are careful about what we say we will do — our word is our bond, so we deliver what we promise.
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    'Better off'

    We help Private Business Owners who want to be 'better off' by delivering trusted and convenient compliance and forward-looking advisery services.
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    One Team, One Best Way

    We care for our colleagues, treating each other like family. We’ve got each other's backs and we work with the Kelly+Partners system in 'One Best Way'.
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    Brightness of future

    Members of our team personally demonstrate their contribution to making Kelly+Partners a great place to work.
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    Every client a referrer

    We like our clients and we want them to leave happy. Each client is important and if they've got a problem that needs solving, we're there to help them fix it.
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    Profit leader

    Profit is essential to sustainable business. We want to demonstrate the quality of our advice by earning it in our business.

Philosophy

The Kelly+Partners philosophy is simple - 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. A good accountant is aware of the economic, legal and financial environment affecting you and your business, and uses 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 advisers 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 advisers 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 advisers undertake.
  4. 4 In order to achieve the above, Kelly+Partners will give you outstanding service. Your Kelly+Partners adviser will show you the value of the efforts they are undertaking on your behalf.
  1. 5 Kelly+Partners advisers 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.

Approach

At the heart of the client's experience with Kelly+Partners is the integration of the skills of a multi-disciplinary team of financial professionals who assist business owners and high net worth individuals in mastering their financial affairs.

Integrated Solution

Business owners are so busy working in the business that often they don’t get time to make sure that their personal balance sheet is growing and protected. Kelly+Partners make sure that your business, personal, retirement and estate affairs are in order.

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Process

Clients of Kelly+Partners often ask how we can do what seemed so difficult for their previous advisers. The answer is in the excellent service delivery.

We believe that the development of our process is indicative of the care we have for our clients. We don’t miss anything because our approach is so thorough.

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How we can assist

Kelly+Partners can assist Private Clients, Private Businesses and Families by helping them to organise, plan, take action and keep score of their financial universe. 

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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.