Why Choose Us?

Our firm has over 70 years combined experience in the industry.

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.

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

FPA Professional Practice.

Kelly Wealth Services is an FPA Professional Practice.

All of our Financial Advisers are members of the FPA and hold CFP’s which is one of the highest qualifications one can achieve as a Financial Planner.

We specialise in –

 

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Retirement Planning

  • You are retired now and would like a worry free retirement
  • You want to ensure you properly planned to retire to get the most out of it.
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Wealth Creation

  • For those who would like to invest
  • High Net Worth clients with complex entity structures
  • High income earners who want some assistance with surplus cash advice.
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Wealth Protection

  • Protecting your ability to earn
  • Protecting your family
  • Protecting your lifestyle is as important as creating wealth