Wealth

Kelly+Partners Wealth Management was founded by bringing together a cohesive team of experienced professionals from wealth management, asset management, family office and accounting backgrounds to form a boutique private wealth office.  The firm is a partnership in philosophy and structure. Click here to visit Kelly+Partners Wealth Management website.

Services

Our Wealth Management services are designed to help wholesale high net-worth Clients.

Please contact us for a obligation free consultation.

  • Wealth Preservation and Creation Strategies
  • Asset Allocation Strategies
  • Execution of Investment Strategies
  • Cash Management and Term Deposits
  • Property Investments
  • Global Equities (Access to ASX and 14 Global Exchanges) 
  • Alternatives (Hedge Funds and Private Equity)
  • Hybrid Securities
  • Fixed Income
  • ETFs and LICs

Clients

Our clients come from varied backgrounds but all share a story of accomplishment. We accommodate the diverse needs of our clients by providing a tailored, conflict-free spectrum of financial advice.

Our services are suitable for wholesale sophisticated clients, requiring net-assets of $2.5 million AUD or have earned more than $250,000 AUD, for the last two consecutive years.

The clients we serve include; 

  • High Net Worth Individuals and Families
  • Self Managed Super Funds (SMSF)
  • Family Offices
  • Companies
  • Trusts
  • Not-For-Profit Organisations
  • Foundations.

Enquire Now