Dream Big with Confidence

We educate & guide you with expert, strategic advice to achieve your dream lifestyle.

Client trust & peace of mind is paramount because we care.

=

Book your initial consultation with one of our experts today!

Get Clarity.

 Should I invest inside or outside super? Is property a better investment for me? What about a self managed super fund? When can we retire? How much can I afford to spend in retirement? How can I reduce tax if I have lots of assets?

When you speak to one of our advisers, you can say goodbye to confusion and indecision.

Create Confidence.

Our advisers work with you to create a comprehensive financial plan that will provide you certainty about your future and ultimately, give you confidence that you’re making the right financial decisions.

Your Financial Journey.

The Accumulator

Road to Retirement

Retire with Confidence

=

Peace of Mind.

When it comes to the big decisions in life, it can be hard to know which way to go. We’ll get to know you, and develop a strategy based on what you value. You can say goodbye to confusion and indecision.

What is a Financial Adviser?

A Kelly Wealth Financial Adviser helps you reach your financial goals and dreams.

They have the appropriate educational qualifications and must fulfill 80 hours in professional education every 24 months, be licensed and registered with the ASIC.

Kelly Wealth Services’ minimum education requirements as well as experience standard is greater than the current industry minimums as we believe our advisers education is imperative in the process to deliver quality advice for our clients.

They will help with savings, investment decisions, personal insurance, superannuation and retirement. They will provide strategic financial advice, unravel complex situations, and find solutions to financial problems in order to help clients meet their financial goals.

The Financial Planning Association (FPA) is the professional body for financial planning in Australia, representing 11,000 members and more than 8,000 are practicing financial planners – accomplished professionals who sign up to high standards and put your interests first. Kelly Wealth Advisers are proud members of the FPA.

Brent has been my financial adviser for decades, even from long before he started Kelly Wealth. His understanding of my needs have always been well understood leading to carefully explained and beneficial advice.

Daniel Doyle

We are very happy with the service provided by Brent and team . Information provided is easy to understand and explained and presented well . 100% happy . Follow up has been great .

Maureen Gardiner

I have only been a client for a short time but I have found Brent to be extremely professional and honest with his advice. I would not hesitate to recommend him to family and friends

Barbara Anne Lund