Why Choose Us?

We educate & guide you, with expert strategic advice, to achieve your dream lifestyle. Client trust & peace of mind is paramount because we care.

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 too. We want you to reach your goals!

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.


FPA Professional Practice.

Kelly Wealth Services is an FPA Professional Practice.

We are an FPA (Financial Planning Association of Australia) accredited firm. All of our Financial Advisers are members also individually accredited by the FPA 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 organised under three pillars: (1) Being; (2) Knowing; (3) Doing.

Read the code here….