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We educate & guide you with expert strategic advice to achieve your dream lifestyle.
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:
What are you saving for and why
Moving out of home
Make sure they only have 1 super account.
Setting up a budget and or reviewing it and making it realistic and practical
Insurance Education and when it is Required
Due to leg change they most likely won’t have insurance so more education about when to get it and why it’s important. And or IP only.
Target Setting – Save x by EOM
Saving for a deposit for house.
Plan to start to family
Saving for a wedding
Saving for a dream car
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.