Our background and experience in the finance industry enables us to provide you with an exceptional level of service. We are a partnership in philosophy and structure. 

'Kelly+Partners Finance is focused on providing the highest level of service to help you, our clients, reach your goals.'

Kelly+Partners Finance provides tailored finance solutions to meet a range of needs from your first home to the most complex business solution. Our service is personal, attentive and transparent. To be an effective partner in your financial endeavours, it is essential we develop a complete understanding of your circumstances, including your current situation and your requirements for the future. With this understanding, we work with your accountant and other trusted advisors to find you the right solution, at the lowest possible cost, through our large panel of lenders.

For the vast majority of our clients, there will be no out-of-pocket expense for our service, as the lender will cover our fees directly. Lending institutions typically have fixed sales and marketing costs budgeted into their products and pay these monies to their own representatives, branches or service providers like us.

We appreciate the support from our loyal client base and we look forward to working with you in the near future.


Everything we do has always been guided by a set of principles that define our character and culture, forming the core of Kelly+Partners.

These universal principles are the shared convictions that we bring to our professional and personal conduct and are the fundamental strength of our business.

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    Want the best for others

    We are distinguished by thinking and acting in the interests of others, taking the time to know people and always seeking to be helpful.
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    We do what we say

    We are careful about what we say we will do — our word is our bond, so we deliver what we promise.
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    Better off

    We help Private Business Owners who want to be 'better off' by delivering trusted and convenient compliance and forward-looking advisory services.
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    One Team, One Best Way

    We care for our colleagues, treating each other like family. We’ve got each other's backs and we work with the Kelly+Partners system in 'One Best Way'.
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    Brightness of future

    Members of our team personally demonstrate their contribution to making Kelly+Partners a great place to work.
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    Every client a referrer

    We like our clients and we want them to leave happy. Each client is important and if they've got a problem that needs solving, we're there to help them fix it.
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    Profit leader

    Profit is essential to sustainable business. We want to demonstrate the quality of our advice by earning it in our business.


The Kelly+Partners philosophy is simple - expert advice that is tailored to the client's unique personal and business circumstances. Structured systems and year-round contact ensure timely, sophisticated and forward-looking advice.

Most people know they need an accountant for taxation purposes, but an accountant can do much more for your business. A good accountant is aware of the economic, legal and financial environment affecting you and your business, and uses their knowledge and experience to anticipate changes and plan for survival and growth.

Because individuals and business owners become immersed in their day-to-day operations it is important to have an independent view of their personal and business situation. In order to ensure the highest levels of satisfaction from your professional advisors at Kelly+Partners we encourage our clients to note the following:

  1. 1 Understanding our clients' aspirations and detailed requirements is the key to our ability to deliver outstanding results.
  2. 2 Kelly+Partners don't want to be average advisors to our clients - we want to be great.
  3. 3 The success of our clients ensures the satisfaction and meaningfulness of the work Kelly+Partners advisors undertake.
  4. 4 In order to achieve the above, Kelly+Partners have detailed and highly structured service processes to give the best chance of a consistently outstanding level of service to clients. From time to time these processes may seem exhaustive. If you have any questions please ask. It is incumbent on your Kelly+Partners advisor to show you the value of the effort being undertaken.
  1. 5 Kelly+Partners advisors understand that everything delivered on behalf of a client must create value and that this value must be communicated.
  2. 6 Kelly+Partners choose their clients carefully after considering their position with respect to being able to add value to that client.
  3. 7 Kelly+Partners create value and charge a fee that represents excellent value for money.


At the heart of the client's experience with Kelly+Partners is the integration of the skills of a multi-disciplinary team of financial professionals who assist business owners and high net worth individuals in mastering their financial affairs.

Integrated Solution

Business owners are so busy working in the business that often they don’t get time to make sure that their personal balance sheet is growing and protected. Kelly+Partners make sure that your business, personal, retirement and estate affairs are in order.

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Clients of Kelly+Partners often ask how we can do what seemed so difficult for their previous advisors. The answer is in the structured processes that allow consistently excellent service delivery.

We believe that the development of our process is indicative of the care we have for our clients. We don’t miss anything because our approach is so thorough.

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Kelly+Partners have developed the world's leading system for helping Private Clients, Private Businesses and Families. We organise, plan, take action and keep score of the financial universe.

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You're 'better off' with Kelly+Partners Finance.

Contact us to see how the Kelly+Partners Finance Difference can help you and your business.