Private Clients

Financial certainty contributes to our clients' health, quality of relationships and ability to focus on what really matters in life.

At Kelly+Partners, we are the Private CFO to a significant group of high calibre individuals who are CEOs, industry leaders, private business owners and leaders in arts, sports, politics and business, together with custodians of wealth.

From a simple desire to assist families maximise the best of themselves Kelly+Partners has grown to be Sydney’s leading partner to private clients of significant drive, achievement and wealth.

How we engage with Private Clients

All of our Private Clients are different, to service those clients we firstly understand the client through a process of profiling, then we undertake a detailed review of the client's situation. Next we present our findings and make detailed recommendations to improve the past and design a compelling systemised future for handling the progress that client desires.

Service Offering

Our service offering and core areas of expertise are as follows:

  • structuring for wealth protection
  • accounting and taxation compliance
  • strategic tax consulting
  • financial management, bookkeeping, payments and administration
  • critical document management
  • superannuation (SMSF) compliance
  • estate planning and initiation, collation and coordination
  • philanthropy.

Contact us

Enquire about our Private Client services