Kelly Wealth Services 26-28 Florence Street, Cairns City, Queensland 4870

● Closed

5 21

Location & Phone number

Hours open

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About Us

Reviews

About the Business

Welcome to Kelly Wealth Services, located in the heart of Cairns City on Florence Street. As a trusted institution in the fields of accounting, finance, and insurance, we are dedicated to providing expert guidance and strategic advice to help you achieve your dream lifestyle.

At Kelly Wealth Services, we understand that making important financial decisions can be overwhelming. That's why we prioritize client trust and peace of mind. We genuinely care about your financial well-being and will work closely with you to develop a personalized strategy based on your values and goals. Say goodbye to confusion and indecision, and hello to clarity and confidence.

Whether you're wondering about investing inside or outside of your super, exploring property investment options, considering a self-managed super fund, or planning for retirement, our team of experienced advisers is here to assist you. We will collaborate with you to create a comprehensive financial plan that provides certainty about your future and ensures that you are making the right financial decisions.

You can find us at Suite 7, Florence House on Level 2, 26 Florence Street, Cairns. Our institution, YFG Cairns Pty Ltd, trading as Kelly Wealth Services, is an Authorised Representative of Your Financial Guide Pty Ltd under Corporate Authorized Representative Number 1273675. Our advisers are authorized representatives of Your Financial Guide Pty Ltd (ABN 63 628 588 938) and operate under Australian Financial Services License No. 511377.

Your privacy is important to us, and we have a dedicated Privacy Statement to ensure the protection of your personal information. Additionally, we have a Complaints Procedure in place to address any concerns or feedback you may have. For further information about our services, please refer to our Financial Services Guide.

At Kelly Wealth Services, we are committed to educating and guiding you towards financial success. Let us help you navigate the complexities of the financial world and achieve the lifestyle you've always dreamed of. Contact us today for a consultation and take the first step towards a brighter financial future.

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Location & Phone number

Directions

26-28 Florence Street, Cairns City, Queensland 4870, Australia

7 4041 2055

kellywealth.com.au

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Hours open

Monday:

8:30 AM - 5:00 PM

Tuesday:

8:30 AM - 5:00 PM

Wednesday:

8:30 AM - 5:00 PM

Thursday:

8:30 AM - 5:00 PM

Friday:

8:30 AM - 5:00 PM

Saturday:

Closed

Sunday:

Closed

Reviews

Mick Bacon:

"We are a retired couple in our sixties, and we had our six monthly review on Tuesday 1st August. Brent Cerutti is our financial advisor, and has been for several years now.Earlier this year we took advantage of the Government downsizer scheme, and his guidance during that process was invaluable. An important topic for us is Superannuation, and Brent keeps us up to date with all relevant issues. We feel very fortunate to have Brent as our advisor, and would recommend Kelly Wealth Services to everyone."

1 year ago

Anita Bahgat:

"Brent and colleagues have a wealth of knowledge in all financial matters. Their regular reports are extremely thorough and Brent is happy to take the time to explain my financial details in a way that l can understand. I would definately recommend Kelly Wealth Services to to anyone seeking professional and thoughtful advise."

1 year ago

Juliette Wilkinson:

"Kelly wealth were exceptional and we are very happy with the service Brent and the team provided! They were excellent! Knowledgeable, prompt with follow up and we felt we have been looked after in the best way possible. Thank you!"

1 year ago

Glenda Jean:

"I met with Dave and right from the start of our meetings he was all ways very kind, thoughtful, and helped us in many ways as we are pensioners. He has for filled all of our needs and wants and allied any issues that I had and more. I have nothing but praise for his professionalism and I can foresee a great partnership. Thank you Dave. Naomi I thank you for you patience with me and the help you have given me, Kelly Wealth Services are lucky to have you."

almost 2 years ago

Jo Cotterall:

"I found Kelly Wealth to be professional from the time I booked my first appointment. Brent Kelly was attentive and precise with his advice based on my future financial goals. The due process was smooth and explained well. Any questions I had were answered quickly and precisely. I would recommend Kelly Wealth to anyone who is looking at securing their future financial goals and insurance requirements."

almost 3 years ago