Book your consultation today
We educate & guide you with expert strategic advice to achieve your dream lifestyle.
Kelly Wealth Services has over twenty five combined years of experience helping everyday families tackle their financial challenges and problems.
Our team of experts advisors can help you:
Goal Setting (Through Retirement)
Now that you have stopped working, what do you want to do?
Would you like to make sure you can leave money to your kids?
Using your super for regular income
How long will it last?
Retirement and Wealth Projections
How long can you sustain the lifestyle you want, with what you have?
Maximising your centrelink age pension.
What about the extra money you have accumulated?
Downsizing Your Home
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.