Personal & Business Insurance
Protecting You, Your Family and Your Business with Kelly+Partners Private Wealth
.webp?width=280&height=260&name=Layer_1%20(1).webp)
/Images/Industries/Automotive-Repairers-Mobile.webp?width=1120&height=1088&name=Automotive-Repairers-Mobile.webp)

Personal Insurance
Life Insurance
Kelly+Partners Private Wealth offers life insurance that provides a lump sum payout, helping your loved ones cover debts, maintain their lifestyle, and secure their future.
Total and Permanent Disability (TPD)
At Kelly+Partners Private Wealth, we understand that a permanent disability can change everything in an instant. Our TPD Insurance offers a financial lifeline when you need it most, providing a lump sum payout to help you adjust and move forward.
Trauma Insurance
At Kelly+Partners Private Wealth, we know that a serious illness diagnosis can impact both your health and financial stability. Our Trauma Insurance offers a tax-free lump sum to help you focus on recovery without the stress of financial worries.
Income Protection
Kelly+Partners Private Wealth offers Income Protection Insurance to ensure illness or injury doesn’t disrupt your financial stability. Our coverage provides up to 70% of your income, allowing you to focus on recovery while covering essential expenses like mortgage payments, bills, and daily costs. Superannuation contributions continue, and built-in inflation protection keeps your benefits aligned with rising costs.
Protecting your financial future starts with the right personal insurance. Whether it's safeguarding your family's lifestyle, covering unexpected medical expenses, or ensuring your income is protected, Kelly+Partners Private Wealth is here to help. Our team can guide you through the best options to suit your needs, giving you peace of mind no matter what life brings.
Personal Insurance Guide
Discover what personal insurance can do for you.
Read our quick guide to protect yourself and your loved ones with confidence.

Business Insurance
Business succession insurance keeps Australian businesses running smoothly and financially secure. Many owners aren't ready for unexpected departures, but a solid plan protects your legacy, employees, and the future of your business.
Shareholder(s) Protection (Buy/Sell)
Ensures business continuity & protects families in case of a partner's death or disability.
Key Person Protection Insurance
Protects your business against the financial impact of losing a crucial team member.
In business, protecting key people and ownership structures is just as important as driving growth. Shareholder Protection and Key Person Insurance ensure financial stability in times of uncertainty—whether it's safeguarding ownership transitions or covering the loss of a vital team member.
Business Insurance Guide
Safeguard your business against the unexpected.
Read our guide to understand how business insurance protects your people, partners, and future.
Our Approach

Initial Consultation
We begin by understanding your unique circumstances and financial goals.
Risk Analysis
Our team will identify potential risks to your personal and business finance.
Tailored Strategy
We design customised insurance plans to protect what matters most to you.
Implementation
We make sure you get the right policies in place to minimise hassle.
Claims Management
Our team manage the entire claims process.
Ongoing Review
Regularly assess your coverage and adjust it to reflect your evolving needs.
Private Wealth Insurance Team
Financial Services Guide (FSG)
Take control of your financial universe and Be Better Off
Access an experienced CPA that will assist in the control, growth, and protection of your financial universe.