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.
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.