Difference

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

Understanding your needs

With a deep understanding of the links between our clients’ personal and professional lives, Kelly+Partners offers a coordinated solution across a range of financial services: from accounting, tax, superannuation, wealth management, estate planning assistance and family office service.

At Kelly+Partners, we will help assess and manage your complete financial universe – personally, for your business, and for your family. The Client Director will be your point of contact, and will coordinate the delivery of services from the firm’s accountants and specialist advisors 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.

Integrated Advice System

The centrepiece 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 Businesses, Private Clients and Families.

This process culminates with our proprietary ‘Flight Plan’ framework which sets out a clear pathway to: 

  1. gaining control of your financial universe, 
  2. understanding your financial objectives, and 
  3. achieving your financial goals.

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 advisory 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. 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.

Approach

At the heart of the client's experience with Kelly+Partners is the integration of the skills of a multidisciplinary 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 makes 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 advisors. 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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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.