Whether you are in your 20s, 40s or 70s, the desire to create wealth may be a priority.
Whether you are a first-time or an experienced investor having knowledge is the start, but having a strategy and then a disciplined approach is the key to success.
Our process will;
- Determine what strategy(s) fits you today.
- Help you understand what risk is and its potential impact to you. Risk means different things to different people.
- Help determine what asset type best fits your needs and situation.
- Guide you to the most suitable investment strategy with timely market knowledge.
In a nutshell it is providing our clients with a starting point of education, knowledge and then up to date information from market leading research. We then provide the process to stay on track.
Do you want
Investment control with quality advice and guidance.
The ability to rely on trusted professionals with minimal input.
To make money.
What we provide
- Full review and analysis of current position.
- Product comparison using independent product researcher, ‘Chant West’.
- Detailing and understanding your wealth needs.
- Assessing the best strategy for you to achieve these goals.
- Creating a comprehensive and legally compliant advice document to:
- Articulate your goals and objectives;
- Detail the most appropriate wealth creating strategies to objectives;
- Provide comprehensive and reliable projections showing how you can achieve these goals (using our Goals and Retirement projection Tool);
- Gain access to our ongoing service. Managed discretionary account investment service. You choose the communication method. Email, meetings, Skype, social media;
- Choose your level of involvement, from annual to monthly reviews; and
- Provide you with investment updates from client-focused and broad sources.
What strategies we can advise on with KWS
- Self-Managed Super.
- Comprehensive Estate Planning.
- Wealth Protection Strategies.
- Superannuation – co contribution/ salary sacrifice.
- Debt Managements Plan and implementation.
- Maximized Centrelink benefits
- Wealth creation strategies with a focus on achieving your long-term financial goals and managing risk with tax control in mind.
– Dollar cost averaging investing.– Gearing and protected gearing.
Kelly Wealth are not able to provide specific tax strategy recommendations and we strongly urge you to seek independent advice from a qualified Tax Accountant or Adviser. We are very happy to work with your own appointed Tax Professional to achieve the best possible outcome for you.
You can walk away knowing you have
Confidence, trust and knowledge in your strategy.
Access to leading, up to minute data from around the world.
A professional full investment management service OR access to the best strategy advice and knowledge.
Next steps
Call us 07 40 41 20 55 or click below, to discuss how we can assist you. The first conversation is on us!
Complimentary and obligation-free Appointment
Your complimentary initial meeting is obligation free and a great opportunity to meet our Planners and discuss your goals.
Both Planners have been specializing in helping clients retire for over 20 years.
Come in for a chat……we’d love to meet with you.