Testimonials

We are very appreciative of our clients’ custom and support.

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

Appreciation

The trust our clients place with us is highly respected by all our Financial Planners, Mortgage Brokers and support Staff.

Since getting advice I am on more income now than I have been in the last four or five years. I would of never managed to apply for Centrelink, restructure my self managed super fund on my own so I’m very appreciative of the help from Kelly Wealth. I was certain my superannuation capital was going to run out within the next 10 years, Now my retirement capital will easily provide me the ideal lifestyle for the remainder of my retirement. I wish I changed advisers earlier.

Peter C

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

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

Brent (Kelly) has given me advise on my Superannuation Investments and i have found him to be extremely professional and his explanation of all aspects of my portfolio have been very easy to understand. I would highly recommend Brent to anyone as an Financial Adviser who gives you the utmost care and attention.

Barbara

Brent (Kelly) has given us valuable advice in areas including: retirement planning, budgeting, insurance assistance, loan products, share market information and superannuation. Brent has always been able to explain information in a clear and meaningful way. Through Brent’s knowledge and experience, we feel very confident that the advice given, was right for our needs and circumstances. We have always received Brent’s full care and attention when needed. Thank you Brent.

Garry

Brent (Kelly) reviewed all my current insurance options based on what I was looking for now and also when I will need in the future so I am very confident that my insurance will meet my needs now and for the next few years. Brent is also a great person so talk to, he’s good value and knows he stuff and makes it all super easy to understand.

Vanessa

I feel extremely confident in any advice Brent (Kelly) gives to us. We have been Brent’s clients for over 15 years and have always been directed in the right direction regarding our finances. We would thoroughly recommend Brent to our friends.

Jenny

Brent (Kelly) has always provided me with excellent advice in language myself and my wife could understand. We were always impressed with the number of options we had available to us through his organization. Brent has the innate skill of making very complicated items seem very simple and straight forward. Whether you are a seasoned investor or a novice. I would not hesitate in referring you to Brent and his team.

Nic M

Brent (Kelly) has always been professional and knowledgeable and takes a genuine interest in endeavouring to forward our business and financial goals. I would highly recommend Brent to any prospective person seeking financial planning and guidance.

Thomas J

We met Brent (Kelly) more than a decade ago when we commenced a super/financial program with him and his company. Over the years, Brent has always been there during some exceptional circumstances. During the previous GFC issues, Brent was there to steer us to get us through the roller coaster ride. I have no hesitation in recommending Brent to future colleagues. He has always been astute, knowledgeable and very professional with his advice and services.

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.

Kim F. & Kiara C

I first approached KWS to get some free advice about my financial situation. After some discussion, it was clear that I should invest in real estate. I was then introduced to the company’s broker. Lainie was obviously very passionate about her role and I felt great confidence in choosing her as my broker. She was able to explain to me the process of buying a house in a way that I could understand. The entire Kelly Wealth team have excellent customer service both over the phone and in person. Thank you for helping me to achieve my financial goals and your continued support is much valued and appreciated. I am looking forward to our continued partnership. You are a fantastic team!

Allison N

The team at Kelly Wealth were so friendly and professional to deal with. They explained everything in laymen’s terms so that we understood the whole process and not kept in the dark. We were continuously updated with proceedings and made to feel that it was all about us and not just another number. They have saved us thousands in repayments and reshaping our costs and it only took a simple phone call. Do the same as we did and give them a call at Kelly Wealth, you will not be disappointed.

Daryl and Sandra F

We just want to say thank you so much for all your help with our loan. You were so thorough, which paid off for us in the end. Our recent experience with Kelly Wealth Lending was exceptional – Lainie was fantastic – guiding us and always keeping us informed during the process of organizing our home loan.

Leigh and Pam F

Very happy with Lainie Poon. Such a helpful person. Kelly Wealth saved us a huge amount of money, compared to our 2 local banks!!

Chris and Kate V

Brent (Kelly) has given me advise on my Superannuation Investments and i have found him to be extremely professional and his explanation of all aspects of my portfolio have been very easy to understand. I would highly recommend Brent to anyone as an Financial Adviser who gives you the utmost care and attention.

Barbara

Brent (Kelly) has given us valuable advice in areas including: retirement planning, budgeting, insurance assistance, loan products, share market information and superannuation. Brent has always been able to explain information in a clear and meaningful way. Through Brent’s knowledge and experience, we feel very confident that the advice given, was right for our needs and circumstances. We have always received Brent’s full care and attention when needed. Thank you Brent.

Garry

Lainie is an absolute gem! I cannot thank her enough for walking me through this process and making me feel so confident about it all.

Emma T

I have just had the most wonderful experience dealing with Lainie Poon at Kelly Wealth Lending Services. My husband and I wanted a home loan health check and Lainie was a delight to deal with from start to finish. The whole process was done over the phone/e-mail as we live in Brisbane. Lainie very quickly gathered all of the relevant information about our current loan and within a couple of days, was able to provide us with a professionally produced document, clearly outlining several options that matched our requirements. She is the epitome of professional and VERY good at her job. I have no hesitation in recommending Lainie and Kelly Wealth Lending Services.

Sue H

My financial well-being is not something I worry about anymore. I rarely check on my portfolio performance, as I know it is being looked after.

Ray S

Brent, I have referred a friend to you who needs help. You have helped make my retirement so worry free. I told him you offer great service and I have been very happy for the last 5 years. I hope you can help him as you have helped me.

Norman E

I wish we had come to see you years ago, to get advice.

Carolyn G

It took me 12 months to finally go and see the team at Kelly Wealth Services. Now that I have, I never worry or stress about retirement. It’s sorted! I now just have to work and then retire. It is a great feeling knowing you’re sorted.

T & J C

I must say Kelly Wealth Services provides great Service! This was all new to me and Brent Cerutti has made this an easy experience.

Michelle W

Brent Kelly always conducts himself in a very professional manner whilst at the same time keeping the atmosphere relaxed. He keeps the reviews personal and has much patience. Brent is always a pleasure to deal with.

Keith & Maureen F

Brent Kelly and his team have provided excellent advice and guidance to my wife I over many years. Brent and his team provide thorough dependable service.

Max B

My super and insurance was a mess of old accounts and Brent Cerutti and the team at Kelly Wealth Services made the whole process of finding and fixing my super easy. Now I have a plan that suits my age, family and long-term financial goals. My only complaint is that I cannot give them 6 stars out of 5!

Elliot M

Brent Kelly of Magnitude financial planning (now Kelly Wealth Services) has acted as our financial adviser for many years, initially as a Westpac Advisor and then as Magnitude Financial Planning. Prior to Brent taking over we had been receiving advice from another company and although the advice was not bad it was more a one size fits all and we never had the full confidence that it was tailored specifically to our needs. After the first couple of meetings with Brent we gained the confidence that he would be able to provide the personalised service we were looking for, particularly leading up to this transition stage in our lives and this has been endorsed many times in the intervening period and none more so than during these very challenging times we are going through. I must also congratulate all Magnitude staff on the professional, friendly and personalised service they offer. We have recommended Magnitude to many of my friends and will continue to do so.

Warren & Sally F

Brent Kelly has been my Financial adviser for close to 10 years. In that time he has become a very key person in my life. He has helped me make great financial choices as well as good life choices in general. I can truly say he has to be one of the smartest, most genuine, moral, ethical and honest people I know. He is knowledgeable in all areas of investment, taxation and estate planning. He cares about his client’s lives rather than any monetary gain for himself and provides fair advice. He has always taken the time and interest to provide advice that has been in my best interest. I have complete trust in the advice he provides, knowing this is one area of my busy, professional life I don’t need to worry about.

Jana F

I would like to express my sincere gratitude to the ever helpful staff at “Magnitude” Cairns (now Kelly Wealth Services) and to you in particular for the personal assistance that you have given me. Apart from the normal personalised service during the (very difficult) past eighteen (18) months, when you sat down with me and worked a way by which I can still take home a reasonable wage and still pay off my mortgage and other statuary fees by reorganising my Super and PAYG salary while at the same time reducing my taxable income. This in itself has probably been the most beneficial to me as I can still sleep at night without fear of my remaining assets being put at risk and at the same time, I can still lead a relatively secure lifestyle. Brent, I could go on for quite some time mentioning the excellent service and, if a should be so forward to say, the trusting friendship that you have extended to me since I first started investing with your company but I will end by saying that I really don’t know how I would have got through the past year and a half without the patience and willingness of you and your staff at Magnitude in Cairns to render valuable assistance to me.

Kindest Regards Jim M

For several years, my wife and I have used the services of Magnitude (now Kelly Wealth Services) to advise and guide our investments. The service and attentiveness offered by Brent Kelly and staff has always been most satisfactory. The performance of our investment strategy suits our requirements.

J F R

We invested with Magnitude Financial Planning (now Kelly Wealth Services) not long before the GFC, so as you would be aware went through some turbulent times. However, at no stage did we sway from the path set out by our advisor, Brent Kelly. Brent and his staff provide high standards in service and strategy and are always looking out to ensure the best performance for our investments. Our investments are paying good dividends and through Brent’s advice our planning for the future appears on track. Thanks Brent.

Colin & Rhonda S

Mr Brent Kelly and his staff have been looking after our financial affairs for the past three years. During this time we have found Brent’s advice constructive, prudent and in our best interests in a very difficult financial period during the global financial crisis. We highly recommend Brent and his team to any prospective clients looking for financial advice.

Lorraine & Maxwell S

What makes us different?

At Kelly Wealth, we are goals based advisers.

We work with you in deciding what goals are most important to achieve.  Solutions are never the same for any two people.

Why does this make us different?

By understanding your goals and why they are important to you, it becomes personal for us to. We want you to reach your goals!

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

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

We are here to help.