Kelly Wealth Services
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.
Get Clarity.
Should I invest inside or outside super? Is property a better investment for me? What about a self managed super fund? When can we retire? How much can I afford to spend in retirement? How can I reduce tax if I have lots of assets? When you speak to one of our advisers, you can say goodbye to confusion and indecision.
Create Confidence.
Our advisers work with you to create a comprehensive financial plan that will provide you certainty about your future and ultimately, give you confidence that you’re making the right financial decisions.
Peace of Mind.
When it comes to the big decisions in life, it can be hard to know which way to go. We’ll get to know you, and develop a strategy based on what you value. You can say goodbye to confusion and indecision.
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Aged Care Advice
Whether considering options for yourself or deciding how best to help someone close to you, aged care is a complex area and requires careful thought. The uncertainty surrounding where to move, how much it will cost and where the money will come from can be overwhelming and stressful. Our service can help you understand the steps you need to take, where to find answers and how we can help you make an informed decision. We are happy to give you the knowledge and tools to proceed or can hold your hand and be with you through each step.