Private Wealth

Private wealth

Kelly+Partners Private Wealth works in an entirely integrated manner with high and ultra-high net wealth clients to assist them to control, grow and transfer their wealth between generations.

Kelly+Partners’ unmatched local networks, together with significant global relationships, deliver valuable insight to clients.

The service offering includes:

  • Planning, Execution and ongoing Administration of Wealth Protection and Creation Strategies
  • Asset Allocation Strategies between Asset Classes, Currencies, Geographies and Generations
  • Private Banking Assistance

Property

Property is a crucial part of the wealth of most Australians.

Kelly+Partners Property facilitates clients’ property transactions, indirect and direct, both in Australia and globally.

We offer a comprehensive service that includes:

  • Acquisition and Gearing of Property in Superannuation Funds
  • Commercial, Industrial and Retail Property Syndications
  • Detailed Investor Cash-flow Analysis
  • Immigration Property Acquisition and Structuring
  • Property Investor Tax Advice
  • Residential Property Investments

Insurance

Kelly+Partners Insurance provides personal and business insurance advisory services.

Finance

Kelly+Partners Finance is able to negotiate finance for clients in relation to particular transactions.

Our finance team offers expertise and advice in the following key areas:

  • Finance Negotiation
  • Personal Lending
  • Business Lending
  • Equipment Lending
  • Specialist Lending

  • Kelly Partners Private Wealth (Sydney) Pty Ltd is a Corporate Authorised Representative of Madison Financial Group Pty Ltd AFSL No. 246679 ABN 36 002 459 001.
  • Credit services are provided by Kelly Partners Finance Pty Ltd as an authorised Credit Representative under Australian Credit Licence 389087.
  • This offer for Private Wealth Services is not available to clients of Sydney CBD as at 1 January 2017.
  • This offer for Private Wealth Services is not available to clients of Kelly+Partners Wollongong Office.

Enquire Now