Dream Big with Confidence
We educate & guide you with expert, strategic advice to achieve your dream lifestyle.
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We educate & guide you with expert strategic advice to achieve your dream lifestyle.
AT KELLY WEALTH WE PROVIDE OUR CLIENTS WITH CLARITY AROUND BIG DECISIONS.
It could be as common as the pros and cons between paying more into super or paying more off your mortgage OR the impact on retirement plans if you buy a caravan through to a holiday home in Japan. Or the BIG question, ‘when can we retire?’ When you speak to one of our advisers, you can say goodbye to confusion and indecision.
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.
I Just got a Home
Road to Retirement
Retire with Confidence
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.