MEDIA RELEASE – It all adds up at Mareeba for Kelly Wealth Services

21 March 2018

 

MEDIA RELEASE – MARCH 2018 – Kelly Wealth Services Mareeba Offices Opening

Brent Kelly, Financial Planner and Principal of Kelly Wealth Services has a positive outlook for 2018 and is looking forward to bringing their expert strategic financial planning advice to Mareeba with their official office opening in Byrnes Street, later this month.   (Located at Grubers Beckett offices)      Kelly Wealth will be holding a official office opening on Wednesday, 28th March for existing clients, invited guests and members of the business community.

Brent already has a well-established and strong client base across Mareeba and the Tablelands but felt the timing was now right to increase the firms accessibility for both existing and new clients.

“Many clients from the area have been referred to us over the years.    We really appreciate the trust they place in us and we pride ourselves on delivering genuine customer care and advice.” says Brent.

Providing balanced, professional and flexible service that represents value for money, is a priority to Kelly Wealth Services.  Their Planners have over 35 years combined experience in the finance industry and offer advice on superannuation, retirement planning, wealth creation, personal insurances and aged care.  And providing holistic all-round assistance, their in-house Mortgage Broker, can assist with all your finance and lending needs.

So if you are seeking clarity about your financial direction, let Kelly Wealth show what they can do for you and book a no-cost and obligation free  appointment today.

Contact Details: Ph 07 4092 5914  |  admin@kellywealth.com.au

 

You may also like

Navigating recent market volatility – March 2025

Navigating recent market volatility – March 2025

As of 13 March 2025 In Summary Equity markets have retreated sharply from all-time highs as rapid-fire US tariff announcements have raised growth concerns and undermined the ‘American exceptionalism’ market narrative. Investors are increasingly concerned the Trump...

read more
Investment & Economic Snapshot February 2025

Investment & Economic Snapshot February 2025

As of February 2025 Summary  US tariff concerns continue to weigh on global investor sentiment. Softer US economic data and stable inflation have strengthened expectations for US rate cuts in 2025. In Australia, a solid earnings season and the first cash rate...

read more
Investment & Economic Snapshot January 2025

Investment & Economic Snapshot January 2025

As of Janaury 2025 Summary  Global and domestic equity markets rallied to record highs in January, fuelled by expectations of monetary policy easing and resilient economic data. However, markets experienced periods of volatility, with global bond yields spiking before...

read more