Transforming the Property Buying Experience
Kelly+Partners is a firm of financial professionals dedicated to making our clients 'Better Off'. Our goal is to help our clients lead healthier, wealthier, and wiser lives. We are committed to providing trusted, forward-looking advice, and building strong relationships with our clients. Our team of experts has a deep understanding of the financial challenges faced by private business owners, and we provide a range of services to help them control, grow, and protect their financial universe.
Difference
At Kelly+Partners, we pride ourselves on being different. We go beyond standard compliance to provide advice that is forward-looking and proactive. Our value-based, fixed-fee engagements give our clients confidence and transparency, and our team is always accessible whenever, wherever, and however our clients need. Our strong relationships with our clients give us unique insights into their businesses and personal situations, allowing us to provide tailored advice and unique opportunities.
Our approach is based on four key principles:
- Forward-Looking Advice: We provide advice that is forward-looking and proactive, helping our clients anticipate and prepare for the future.
- No Surprises: We provide value-based, fixed-fee engagements, giving our clients confidence and transparency.
- Accessible: We are always accessible, providing advice and support whenever, wherever, and however our clients need.
- Relationships: We build strong relationships with our clients, giving us unique insights into their businesses and personal situations.
Services
At Kelly+Partners, we provide a range of services designed to help private business owners control, grow, and protect their financial universe. Our services include:
- Accounting, Tax & Audit: Our accounting, tax, and audit services are designed to help private business owners manage their financial affairs. We provide a range of services, including bookkeeping, tax preparation, audit, and assurance.
- Business & HR Advisory: Our business and HR advisory services are designed to help private business owners grow their businesses. We provide a range of services, including strategic planning, budgeting, forecasting, and human resources advice.
- Private Wealth, Finance & Insurance: Our private wealth, finance, and general insurance services are designed to help private business owners protect their assets and grow their wealth. We provide a range of services, including investment advice, financial planning, and general insurance.
- Estate Planning: Our estate planning services are designed to help private business owners protect their assets and provide for their loved ones. We provide a range of services, including will preparation, trust setup, and estate administration.
Client Satisfaction
Our client satisfaction score is 79 times higher than the industry's average of -16. We have over 500 five-star Google reviews from our satisfied clients, and we have improved the financial position of more than 19,000 client groups.
Locations
Our office network extends across Australia, the USA, Hong Kong, and Mumbai. We have 32 locations, and our clients include general practitioners, McDonald's franchisees, wholesalers, construction companies, media companies, architects, and fitness centers.
Exceptional Service and Expertise
Kelly + Partners and their team have received numerous exceptional reviews from clients, with a perfect 5-star rating across all reviews. The professionals at Kelly + Partners have been praised for their prompt, professional, and personal approach to accounting and financial services.
Accountancy Firms and Expertise
Several reviewers have specifically highlighted the expertise of Paul and Ian, with one reviewer stating that they are "hands down, the best financial and accounting advisory firm" they have ever worked with. The team at Kelly + Partners has been praised for their attention to detail, responsiveness, and proactive approach to accounting and financial planning.
Client Satisfaction
Reviewers have expressed their satisfaction with the personalized service and support provided by Kelly + Partners. Many have praised the team for their professionalism, clarity, and ability to explain complex financial matters in a clear and understandable way. Clients have also appreciated the proactive advice and guidance offered by Kelly + Partners.
