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:
- Financial Advice Execution and ongoing Administration of Wealth Protection and Creation Strategies
- Asset Allocation Strategies between Asset Classes, Currencies, Geographies and Generations
- Private Banking Assistance
- Investment research and insights
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:
- Commercial, Industrial and Retail Property Syndications
- Detailed Investor Cash-flow Analysis
- Immigration Property Acquisition and Structuring
- Property Investor Tax Advice
Kelly+Partners Insurance provides personal and business insurance advisory services, including:
- Income Protection
- Business Insurance
Art Investment, Finance and Advisory
Kelly+Partners Private Wealth has access to trusted art dealers globally together with understanding of how to structure, finance and store valuable art.
Our services with respect to art include:
- Structuring advice
- Taxation advice
- Estate planning
- Financial aspects on all aspects of the acquisition of art
- Advisory on collaterising a loan with art works and related property
- Advisory on auction guarantees
- Advisory on bridge loans and advances
Kelly+Partners Private Wealth have partnered with Send, experts in FX services, to assist our clients to save money and manage their risk when transferring funds internationally for reasons such as:
- Fast and free international currency transfers across 20 currency pairs
- Enjoy exchange rates cheaper than the banks , with No bank fees and No commissions
- transferring funds internationally for reasons such as:
- International investment purchases and sales
- Buying or selling international real estate
- Transfer of an inheritance or estate
- Paying overseas suppliers (Import & Export)
- Transferring between international accounts
To access to our foreign exchange partners please click SendFX.
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