Why Choose Us?

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

FPA Professional Practice.

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.

We specialise in –

 

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Retirement Planning

For those thinking of retiring or if retirement is happening now.

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Wealth Creation

  • Creating and protecting wealth
  • Helping create real wealth
  • Ensuring sound financial decisions are made and avoiding poor ones.
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Insurance

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

We approach all clients objectively

We are Goals Based Advisers. This means our clients goals and priorities comes first, every time!

We can advise on SMSF and most superannuation funds and investment managed funds. We are agents for 9 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.

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.