Why Choose Us?
At Kelly Wealth, our priority is you, we provide clarity though strategy.
We are goals based advisers, we work with you in deciding what goals are most important for you to achieve. Solutions, structures and strategies are tailored uniquely for each client.
Our wealth management provides clients with peace of mind
We follow a disciplined and proven investment strategy. We partner with independent research house Quilla Consulting who provide unbiased comprehensive research on funds and securities as well as world class guidance around timely sector and investment allocation.
Why does this make us different?
By understanding your goals and why they are important to you, it becomes personal for us too. We want you to reach attain your ideal wealth objective and financial goals!
You can relax, we have a proven history of providing exceptional Customer Service and are recognised as Finalists in the 2022 Cairns Chamber of Commerce and JCU Business Excellence awards for providing outstanding customer service.
Peace of mind when it comes you’re your wealth.
Clear and concise
We can be counted on to deliver what we say and to be transparent in the advice we offer.
Peace of mind
We guide you through all financial decisions from the ground up, managing quality at every step.
Respectful
As advisers, we take our role as stewards of your financial health seriously.
Enjoy the process
We love what we do, and we want that to rub off on you. We approach processes with a can-do attitude and open mind.
FAAA Professional Practice.
Kelly Wealth is an FAAA Professional Practice.
We are an FAAA (Financial Advice Association of Australia) accredited firm.
To become an accredited professional practice is no easy task.
The FAAA requires the Licensee (AFSL) and firm to undertake a rigorous process to prove they follow best practice when it comes to compliance, client care and advice, HR policies , investment management and that the firm has independent oversight on all aspects of its operations.
All, of our Financial Advisers are also individually accredited by the FAAA which requires that they uphold the highest standards in dealing with clients, other professionals, and regulators.
The code requires our adviser to adhere to principles that are organized under three pillars: (1) Being; (2) Knowing; (3) Doing.
Having this accreditation gives our clients confidence we follow best practice is areas of client service, advice compliance, investment oversight and business practices.
Read the code here….