Personal & Business Insurance

Protecting You, Your Family and Your Business with Kelly+Partners Private Wealth

Book a meeting
Layer_1 (1)
Automotive-Repairers-Mobile
Kelly+Partners Insurance_Personal Insurance

Personal Insurance

Imagine waking up every morning with peace of mind, knowing that you and your loved ones are protected no matter what life throws your way. At Kelly+Partners Private Wealth, we believe that personal insurance is more than just a policy. It promises to safeguard your future and the people who matter most to you.  

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.

Kelly+Partners Insurance_Prepare for unexpected

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.

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.

Get Started

Speak to one of our finance and mortgage specialists. 

Book a call

1300 802 780

Our Approach

KPPW - Insurance - Client Service Wheel

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)

Our FSG provides essential information about our services, fees, and your rights – empowering you to make informed decisions about your financial future.

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.

Book a meeting
cta-icon