Summary

Senior adviser and managing partner with Kelly Wealth Services. I have advised clients through the wealth creation and superannuation maze for over 25 years to help them achieve their ideal financial position and meeting all lifestyle goals. I provide all clients with financial peace of mind and are with them through the whole journey giving them certainty. Self-managing your super, public offer super products or platform super products all have pro’s and con’s, we provide advice focused on the client and their needs and priorities. "There is nothing more satisfying for me than watching the stress and frustration lift from clients, as we simply and clearly define a strategy and path to help them achieve their ideal retirement". Kelly Wealth Services is a self-licensed , financial advisery company that provides holistic, client focused financial advice. Our advisers work with your other professional advisors (lawyers and accountants) or have a network of highly skilled professionals we have worked with for many years, to ensure all aspects of our client’s financial position and life's-work is protected and performing well.