A financial planner will help people reach their financial goals and dreams. They have appropriate educational qualification and must fulfill 80 hours in professional education every 24 months, be registered and also be licensed as such with the ASIC.
(Kelly Wealth’s minimum education requirements as well as experience standard is greater than the current industry minimums as we believe our advisors education is imperative in the process to deliver quality advice for our clients).
They will help with savings, investment, personal insurance, superannuation and retirement. They will provide strategic financial advice, unravel complex situations and find solutions to financial problems helping clients meet their financial goals.
Note: some planners will have restrictions with their licenses and will have limits with advice.
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.
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 specialise in –
- RETIREMENT PLANNING – for those thinking of retiring or if retirement is happening now.
- WEALTH CREATION – creating and protecting wealth / helping create real wealth / ensuring sound financial decisions are made and avoiding poor ones.
- INSURANCE – protecting your ability to earn / protecting your family / protecting your lifestyle is as important as creating wealth.
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.