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Private Wealth Management

The real value of wealth management is having the security and peace of mind to live the lifestyle you want now and in the future. 

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Investment Management for Wholesale & Sophisticated Investors

We provide investment management solutions and ongoing portfolio management capability to wholesale and sophisticated investors, including accomplished private clients, businesses, family groups, family offices, SMSF’s, Charities and Foundations.

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Kelly+Partners Alternative Investments

As a Kelly+Partners client, you can gain access to unique and innovative investment opportunities through our extensive network in Australia and Overseas. From real estate and infrastructure to private equity, private credit and selective managed funds, Kelly+Partners Alternative Investments provides you with broader diversification and attractive opportunities to generate new sources of returns. These alternatives form the ‘satellites’ to our overall investment approach.

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Insurance Solutions

Unexpected events can derail your finances, impacting you, your family, and your business. Protect yourself and your loved ones with tailored insurance solutions. Kelly Partners Private Wealth offers tailored insurance solutions including personal coverage (Life, Income Protection, TPD, Trauma) and business protection (Buy/Sell, Key Person). Align your risk management with your wealth goals.

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Foreign Exchange

Save money and manage your risk when transferring funds internationally with SendFX, experts in foreign exchange services. Through SendFX, you can gain access to fast and free international currency transfers across 20 currency pairs with better exchange rates, no bank fees and no commissions. SendFX can assist you with international fund transfers for international investment purchases and sales, buying or selling international real estate, transfer of an inheritance or estate, paying overseas suppliers and more.

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Get Started

Speak to one of our Private Wealth specialists.

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1300 802 780

Private Wealth Team

Trent Doughty 2024-KP-A-Trent-Doughty-52065 copy
Trent Doughty
Senior Investment Advisor - Private Wealth
Steven Grogg 2024-KP-STEVE-GROGG-50801 copy
Steven Grogg
Senior Investment Advisor - Private Wealth
Leanna Katsikaris Leanna Katsikaris - Square
Leanna Katsikaris
Senior Insurance Advisor
Kim Lim 2024-KP-A-Kim-Lim-52050 copy
Kim Lim
Private Wealth - Operations Director

Find your nearest office

Email our team, give us a call, or visit one of our award-winning office locations

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Take control of your financial universe

Achieve your personal and business goals by turning to Kelly+Partners Accountants today.

Contact Us 1300 802 780
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