Kelly+Partners Private Wealth Central Coast
4 Ilya Avenue, Erina, New South Wales, Australia
About Kelly+Partners Private Wealth Central Coast
Welcome to Kelly Partners Private Wealth Central Coast, located at 4 Ilya Avenue in Erina, Australia. As an institution specializing in accounting, establishment, finance, insurance agency, and point of interest, we are dedicated to nurturing your assets for stability and sustainable growth in any financial climate.
At Kelly Partners Private Wealth Central Coast, we believe in partnering with you to grow, protect, and control your wealth, ensuring its preservation for future generations. Our team of experienced wealth advisers works closely with you to build diverse investment portfolios that are actively managed and regularly reviewed. We pride ourselves on our transparent fee structure and our commitment to acting with responsibility and diligence.
Whether you're a small or large investor, experienced or new to the world of wealth management, our online portfolio management platform offers a simple and accessible way to invest. With a fully diversified portfolio tailored to your needs, choose from a range of model portfolios that have been thoroughly researched and selected by our Kelly Partners Investment Committee, based on risk return profiles, track record, and performance.
As a client of Kelly Partners, you gain access to unique and innovative investment opportunities through our extensive network. From real estate and infrastructure to private equity, private credit, and selective managed funds, our Alternative Investments division provides broader diversification and attractive opportunities for generating new sources of returns.
We understand the importance of risk management in wealth management strategies. That's why we offer a range of personal insurance options, including Life Insurance, Income Protection, Total and Permanent Disability Insurance (TPD Insurance), and Trauma Insurance. With our assistance, you can have peace of mind knowing that you and your family are financially protected in the event of the unexpected.
Looking to save money and manage your risk when transferring funds internationally? Our partnership with SendFX, experts in foreign exchange services, allows you to access fast and free international currency transfers across 20 currency pairs. With better exchange rates, no bank fees, and no commissions, SendFX can assist you with international fund transfers for investment purchases, real estate transactions, inheritance transfers, and more.
With offices throughout New South Wales, Victoria, Queensland, and ACT, our team of business accountants is ready to help you and your business thrive. Rest assured knowing that you and your business are in the right hands.
Please note that Kelly Partners Private Wealth (Wholesale) Pty Ltd is a corporate authorized representative of Kelly Partners Private Wealth Pty Ltd (AFSL: 516704, ABN 629 559 860). Before acting on any advice provided, please consider the appropriateness of the advice with regard to your objectives, financial situation, and needs.
Kelly Partners Private Wealth Services are not available to clients of BMF as at 31 December 2016. Our liability is limited by a scheme approved under professional standards legislation. Each office of Kelly Partners is a separate legal entity, delivering services independently. We are not members of one national partnership or legal partners with each other. Kelly Partners Group Holdings Limited (KPGH) is not responsible for the acts or omissions of any office and disclaims any and all responsibility or liability. The titles 'Senior Partner' or 'Partner' are used to denote seniority and expertise and do not imply a partnership involving KPGH or any other KPGH offices.
Photos of Kelly+Partners Private Wealth Central Coast
Platinum Building, 2, 06/4 Ilya Ave, Erina NSW 2250, Australia
Opening hours of Kelly+Partners Private Wealth Central Coast
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Kelly+Partners Private Wealth Central Coast
"We’re so appreciative of how Brett and the Moneywise/Kelly Partners team has helped us over the years, not only financially but also personally. There are not enough words to express our gratitude…"
"My wife & I have been utilising the service of Moneywise over many years, now entering in to Retirement Phase with the advice & support of the Moneywise Team led by Brett Gilday with excellent results helping us work towards a sold financial & lifestyle retirement, thank you Team Moneywise."
"We have been with Moneywise for over 8 years now and have been delighted with where they have got us to financially in that time. We love the six-monthly catch-ups that force you to keep track of your finances on a regular basis. Brett and the team communicate regularly, know their stuff and have a sensible approach to wealth-creation (no macadamia farms!). The Moneywise insurance and accounting divisions provide a complete package to their financial services."
"We have been with Moneywise for more than 15 years and can say it was the best decision we ever made. During that time we were able to pay off our mortgage, pay for our two sons University education and build a healthy portfolio which should help us during retirement. But besides the financial gains, Moneywise has been a part of our family, Brett Gilday who has been our financial adviser has also become a close friend of the family. We are completely satisfied with Moneywise and will recommend their services at anytime."
"Brett and his team at Moneywise Group are amazing! We put our finances in their capable hands a number of years ago and have not looked back. Not only do the look after our personal and business finances and tax needs, they also provide a complete package to oversee and advise on all of our accounting, insurances, investments and general financial needs. We are always impressed by their professionalism and eagerness to help us achieve our financial goals. I feel confident that our business and personal financial position is being reviewed on a regular basis and they are always ready to intervene (if required) or help whenever we need it. I would definitely recommend Moneywise Group for all of your financial needs."
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