Retire with Confidence

Have you stopped working or are about to and not confident you will be financially secure? 

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Book a free consultation today

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

Life Stage.

This life stage covers everything from “what to do with your long service leave” to “I have been retired for 10 years and am concerned I won’t have enough money”

Have you stopped working or you are ready to stop work?

Do you know how your retirement goals will be funded and how much you can spend on all the things you have always wanted to?

Are you eligible to receive Centrelink?

Financial Journey

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:

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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?

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Super Review

Using your super for regular income
How long will it last?
Ongoing Service

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Retirement and Wealth Projections

How long can you sustain the lifestyle you want, with what you have?

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Centrelink

 Maximising your centrelink age pension.

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Investment

What about the extra money you have accumulated?

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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.

We are here to help.