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Kelly Wealth Services

Dream Big with Confidence

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Dream BIG with confidence

At Kelly Wealth, we educate and guide you, with expert strategic advice, to achieve your dream lifestyle.  Client trust and peace of mind is paramount, because we care.

COMPLIMENTARY CONSULTATION Or give us a call on  07 4041 2055

How Can We Help?

Life & Disability Insurance

Superannuation

Retirement Planning

Wealth Creation

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Who We Are

  • We are locals providing solutions to our client’s financial planning needs.
  • We are professional and dedicated to quality, value for money advice for our clients.
  • Starting in a private practice in 2007 our unique client centric service and ability to make the complex simple has seen our business grow consistently.
  • We pride ourselves on having absolute commitment to helping clients achieve their financial objectives.
  • We have over 35 combined years experience in helping clients retire, build wealth, pay off debt and protect their families.
  • We genuinely respect the trust our clients hand to us to help guide them financially.
  • We are committed to the local community. We are Rotarians, members of P and F’s and hold board positions in local charities and organisations.

Why Choose Us?

Kelly Wealth Services is an FPA Professional Practice. Both Brent Kelly and Brent Cerutti are members of the FPA and hold CFP’s which is one of the highest qualifications one can achieve as a Financial Planner. Our firm has over 35 years combined experience in the industry.

We approach all clients objectively – We can advise on SMSF and most superannuation funds and investment managed funds (a product must meet minimum Chant West product rating ‘4 out of (maximum) 5 APPLES). We are agents for 11 of Australia’s leading insurance companies. Our focus is towards the best strategy or product that will give our clients the best financial outcome.

 

We help clients STAY ON TRACK – our range of disciplined, ongoing services are tailored to you and your needs. YOU will stay on track to achieve your goals which our experience tells us will constantly change and evolve.[ Read More ]

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  • 5
    I have nothing but praise for the team at KWS. Our experience thus far has been nothing short of fantatsic. Down to earth informed advice followed up with good and regular communication. HIGHLY RECOMMEND. R Percy
    July 2020
  • 5
    I just want to thank Brent and the team at Kelly Wealth. The last 2 months during the Corona Virus pandemic and share-market meltdown, while the media created fear and uncertainty , Brent and his team provided me with regular updates that were easy to understand and provided great comfort. Then when checking my super I was very relieved as to how it has done, very well – Joyce G
    May 2020
  • 5
    We have been clients of Brent’s for approx 18 years. Brent has set up our finances so that we can enjoy our retirement confidently knowing that our portfolio is taken care of. Brent has always been extremely professional. Jennifer H
    May 2020
  • "Brent (Kelly) has the innate skill of making very complicated items seem very simple and straight forward. I would not hesitate in referring you to Brent and his team."
    February 2017
    Nic M
  • "Brent (Kelly) has always been professional and knowledgable and takes a genuine interest in endeavouring to forward our business and financial goals. I would highly recommend Brent."
    February 2017
    Thomas J
  • "I have no hesitation in recommending Brent to future colleagues. He has always been astute, knowledgable and very professional with his advice and services."
    February 2017
    Rod H
  • "Lainie gave us the best available options for our mortgage and offered sound advice all the way. We were continually updated with the progress of our application and were kept in the loop on all details, no matter how minor."
    Dec 2016
    Kim F & Kiara C

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IMPORTANT INFORMATION

YFG Cairns Pty Ltd (ABN 55 628 589 211) trading as Kelly Wealth Services is an Authorised Representative of Your Financial Guide Pty Ltd under Corporate Authorized Representative Number 1273675. Kelly Wealth Services advisers are authorised representatives of Your Financial Guide Pty Ltd ,ABN 63 628 588 938 and operates under Australian Financial Services Licence No. 511377.

NGFS Lending Pty Ltd (ABN 35 600 762 721) trading as Kelly Wealth Lending Services is an Authorised Credit Representative #475036 of Acceptance Finance Pty Ltd ABN 62 953 405 689 and operates under Australian Credit Licence #391715.

General advice and general educational information on this website has been prepared without taking into account your objectives, financial situation or needs. Before acting on the advice, consider its appropriateness to your objectives, financial situation and needs. By accessing and viewing this website you agree to be bound by the Terms and Conditions of this website. 

Privacy Policy & T & C’s       Financial Services Guide

CONTACT DETAILS

P:  07 4041 2055

E:  admin@kellywealth.com.au

A:   Suite 7, Florence House
Level 2, 26 Florence Street
Cairns QLD 4870

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