Building Foundations

We want you to achieve your goals

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Book a free consultation today

We educate & guide you with expert strategic advice to achieve your dream lifestyle.

Financial habits.

This life stage is for those people who are wanting to set financial foundations and create good financial habits in order to growth their wealth. 

Do you have savings and you don’t know what to do with it?
Should you buy a home or invest?
Are you ready to start a family?
How can I minimise income tax?

Financial Journey

Kelly Wealth Services has over 70 combined years of experience helping everyday families tackle their financial challenges and problems.

Our team of experts advisors can help you:

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Goal Setting

Got savings what to do with it, buy home or invest.
Minimize tax.
Struggling to save.
Ready to start a family.
Estate planning.

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Super Review and Contributions + Projection.

Make sure super invested correctly and no useless insurances.
Talk about investment transparency and ongoing support and help.
Making a 5% contribution to super.

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Budgeting

Budget projection in line with extra expenses such as kids or owning a home.

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Insurance Review

Inside super insurance, protecting income and or family.

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Investing Advice or Getting Broker Involved

Joint meeting with Broker for home loan.
Invest savings.

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.

We are here to help.