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