Financial certainty contributes to our clients' health, wealth, quality of relationships, and ability to focus on what really matters in life.
At Kelly+Partners, we are a 'private CFO' to a significant group of high-calibre individuals who are CEOs, directors, private business owners, family offices, high net worth private clients, and leaders in the arts, sports, politics, and business. From a simple desire to assist business owners, families and private clients be ‘better off', Kelly+Partners has grown to become one of the largest accounting and tax networks in Greater Sydney.
How we engage with Private Clients
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 clients.
Given that all private clients are different, we first undertake a detailed review of their existing financial situation, and compile our recommendations in order to make them 'better off'.
The final step is to design and agree a ‘Flight Plan’ with each private client which sets out a clear pathway to:
- get control of their financial universe
- understand their financial objectives
- achieve their financial goals.
Our service offering and core areas of expertise are as follows:
- Cash Flow Management
- Document Management
- Estate and Family Succession
- Family Office
- Property Management
- Specialist Tax Consulting
- Superannuation / SMSF
- Tax Compliance
- Wealth Management