Kelly Partners


About

Kelly Partners is a multi-award- winning integrated financial services firm founded as a small group of accountants dedicated to providing advice and expertise at the highest levels, with a determination to challenge the status quo.

Kelly+Partners has achieved extraordinary results – following the distinctive vision of its Founder – with a cohesive team of advisors intensely focused on helping clients manage their entire financial universe and their most important business and financial challenges.

The firm's specialty is in counsel to private business owners, high net worth individuals and significant families on how to protect, grow and transition their wealth across generations. Some of the largest, most complex and demanding business owners, individuals and families are advised by Kelly+Partners both in Sydney and nationally.

Through original and ground-breaking solutions, the firm is regarded as a thought leader that has had a dramatic impact on the industry.

A distinctive ownership and operational structure defines Kelly+Partners’ approach. The firm maintains a ratio of associates to Client Directors significantly below that of competitors. In addition, Kelly+Partners’ Client Directors are equity owners who have made a minimum 10-year commitment to remain with Kelly+Partners, ensuring continuity of advice to clients.

The business is grounded on:

  • a careful selection of clients
  • limiting the number and type of matters undertaken
  • focusing on matters that require the attention, extensive experience and sophistication of its Client Directors
  • having the scale and depth to do the best work for its clients without losing personal relationships
  • ensuring the flexibility to bring the right expertise to bear without regard to factors extrinsic to providing the best service and advice
  • working together on a task-force basis on all matters, bringing to bear the requisite mix of people and expertise across practice areas.

Kelly+Partners clarity of mission, values, strategy and client-service approach have continuously attracted talented professionals who deliver excellence to clients in complex and critical matters.

 

Welcome To Kelly+Partners

Franchise Testimonials
Private Client Testimonia
Testimonial Dr Simi Chand
Testimonial Wayne Pearce
Testimonial Lisa Entwistl
Scott Elwin - Senior Clie

Contact

Platinum Building Suite 2.06 Level 2 4 Ilya Ave
ERINA, Central Coast, New South Wales 2250
Australia

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Fax: (02) 4367 6632

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Hours

Monday: 8:30am–5:30pm Tuesday: 8:30am–5:30pm Wednesday: 8:30am–5:30pm Thursday: 8:30am–5:30pm Friday: 8:30am–5:30pm Saturday: Closed Sunday: Closed

Reviews

1 Review
Matthew J
Gosford
Professionals.

These accountants know what they are doing.

February 2020

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