WEALTH MANAGEMENT Wealth Management WEALTH MANAGEMENT PROFILE Comprehensive, tailored wealth advice
Heading Mission To help private business owners, high net worth individuals and families gain and / or maintain control of their financial universe, protect their assets and grow their wealth by delivering holistic wealth advice. 2 KELLY + PARTNERS WEALTH MANAGEMENT PROFILE
WEALTH MANAGEMENT Organise. Plan. Grow. Kelly+Partners Wealth Management was founded by bringing together a cohesive team of experienced professionals from wealth management, asset management, family office and accounting backgrounds to form a boutique private wealth office. Our background and experience has had a major influence on our investment philosophy, and the service we provide to our clients. The firm is a partnership in philosophy and structure. It is 100% owned by the founders and key people, and is focused on the highest level of service and investment outcomes for our clients. Kelly+Partners is an integrated financial services firm, providing private wealth management and tax solutions for accomplished private clients, businesses, family groups, family offices, SMSF, Charities and Foundations. We help our clients manage their entire financial universe and assist in taking control of and preserving their wealth. Our service is personal, attentive and transparent. To be an effective partner in your wealth management it is essential we develop a complete understanding of your circumstances including your current situation, your family, your aspirations and requirements for the future, and your approach to risk. With this understanding we use our proprietary system and deep expertise to maintain and grow your wealth in a manner consistent with your needs and constraints. Diligence and rigour are paramount to our research and investment process. We take a patient approach to investing and concentrate on assets that we believe can deliver superior returns over the medium to longer term. We believe in transparency, all investments are directly held in your name, and we manage your portfolio including all administration and reporting. Our business revolves around a careful selection of clients and we limit the number and type of matters we undertake. Determined to be the best, not the biggest. Welcome to Kelly + Partners Wealth Management. Kind regards, Brett Kelly Founder Trent Doughty Senior Client Director KELLY + PARTNERS WEALTH MANAGEMENT PROFILE 3
Philosophy The Kelly+Partners Wealth Management philosophy is centred upon the provision of expert financial advice tailored to each client s unique personal and business circumstances. We take great pride in our personalised approach to wealth management implementing structured systems with year-round contact to ensure our clients receive timely, sophisticated and forward-looking solutions. In order to ensure the highest levels of client satisfaction, we have established the following systems for our professional engagement: 1_ Understanding clients aspirations and detailed requirements is key to our ability to deliver outstanding results. 2_ We don t want to be average advisors to our clients we want to be great. 3_The success of our clients ensures the satisfaction and meaningfulness of the work that our advisors undertake. 4_ In order to achieve the above, we offer a detailed and highly structured processes that ensures a consistently outstanding level of service. 5_ Kelly+Partners Wealth Management advisors understand that everything delivered on behalf of a client must create value and that this value must be clearly communicated. 6_ We choose our clients carefully after considering their position with respect to our being able to add value and deliver on specific client objectives. 7_ Our dedication to creating value is reflected in our fees, representing excellent value for money. 4 KELLY + PARTNERS WEALTH MANAGEMENT PROFILE
Values Want the best for other We are distinguished by thinking and acting in the interests of others, taking the time to know people and always seeking to be helpful. 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'. Profit leader Profit is essential to sustainable business. We want to demonstrate the quality of our advice by earning it in our business. 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. Brightness of future Members of our team personally demonstrate their contribution to making Kelly+Partners a great place to work. Better off We help Private Business Owners who want to be 'better off' by delivering trusted and convenient compliance and forward-looking advisory services. 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. KELLY + PARTNERS WEALTH MANAGEMENT PROFILE 5
Difference TAILORED At Kelly+Partners Wealth Management, our partners work cohesively to effectively manage our client s assets. We try to develop an understanding of your personal circumstances before we create solutions. This ensures that our skill sets are applied to your personal requirements to achieve the best investment outcome. EXPERT We act with integrity and in the best interests of our clients at all times. Creating value through holistic expert advice and investment selection. The ongoing financial success of our clients is paramount to us. Trust continues to be the hallmark of our firm as we work proactively to grow and protect your long-term wealth. ADVICE Kelly+Partners Wealth Management designs intelligent portfolios informed by our experience and extensive knowledge of the specific economic, legal and financial environments affecting you and your assets. We assign each client a personal Client Director as their direct point of contact who then coordinates our accountants, advisors, consultants and financial planners to deliver tailored expert advice in an integrated manner. The comfort of knowing that everything is taken care of is tremendously valuable to those seeking to achieve and maintain lasting success. 6 KELLY + PARTNERS WEALTH MANAGEMENT PROFILE
PERSONAL As a Kelly+Partners Wealth Management client, you can rely on the personal attention of a Director as your trusted advisor. We also ensure a second Director is familiar with your important issues in order to secure continuity of service and additional support. HOLISTIC At Kelly+Partners Wealth Management, you will find multifaceted specialists working together to provide a full array of business and private services. Whether your needs are accounting, tax, legal, wealth management or succession and generational planning, our experience and depth of knowledge is proven and vast. We have a strong network of alliances and global relationships that broaden our reach and capabilities. SOLUTIONS Kelly+Partners Wealth Management offers the expertise and commitment you seek for professional consultation regarding taxation management, wealth creation, financial protection and preservation. Leaving no stone unturned, we deliver premium results. When providing investment proposals, our recommendations are ones that we have ourselves experienced, invested in or researched thoroughy. Our history of growing and preserving client capital demonstrates the success of our approach and the benefits of our structured processes. ENGAGEMENT PROCESS KELLY + PARTNERS WEALTH MANAGEMENT PROFILE 7
Wealth Management Our Wealth Management services are designed to help aspiring and high net wealth clients enhance and preserve their assets. Minimising risk and maximising opportunities, we provide unfettered holistic advice aligning our interests with those of our clients. Maintaining a deep sense of diligence, responsibility, conservatism, transparency and caution we protect and grow your interests even through periods of volatility. From implementing advanced planning strategies and managing portfolios to executing global investments Kelly+Partners are trusted advisors who strategically enhance investments in keeping with your interests and ambitions. Providing multi-platform multi currency advice, our premium services include: + wealth preservation and creation strategies + asset allocation strategies + construction of investment portfolios + domestic and international equities + property investments + fixed income + hybrids + cash management and deposits + hedge funds + private equity + foreign exchange + margin lending + derivatives + commodities KELLY + PARTNERS WEALTH MANAGEMENT PROFILE 8
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Team Wealth Management Brett Kelly B.BUS, CA, M.TAX, DIP.FS, FTIA, JP Founder Brett has more than 20 years of commercial and professional accountancy experience. He has specialised in Structuring, Strategy and Valuation. He commenced his career with Price Waterhouse and has worked in senior management roles across Audit, Business Services and Corporate Finance. Brett is married to Rebecca and they have three children. His interests include reading, all sports especially snow skiing, art and study. Brett is also the best-selling author of four books. Trent Doughty MBA (FINANCE), SA FIN DIP.FP. Senior Client Director Trent joins us from BT Financial Group where he was a Director of BT Private Wealth Markets. Prior to this he held senior investment advisory roles at Citigroup Private Bank and Evans and Partners in Australia, Hong Kong and Singapore. He has been the trusted financial advisor to a number of the regions wealthiest families and individuals. Trent s in-depth global investment knowledge, industry networks and more than 20 years of financial services industry experience has proven to be a valuable asset to our clients. Trent holds an MBA (Finance), Diploma in Financial Planning, Financial Services and Lending from FINSIA. He attended Stanford University USA Business Management School, ASX Accredited Derivatives Advisor and is a Senior Associate of FINSIA. Kim Lim MCOM (FINANCE), BSC (PSYCHOLOGY), KAPLAN RG146 Client Director Kim has more than 10 years of experience both in wealth management operations and client management. Kim joins Kelly + Partners Wealth Management from BT Financial Group, where she was manager of the Private Wealth Markets operations team. Here she oversaw the overall operations and investment settlement process for the private client business. Prior to this she held senior operational and client management roles with Commonwealth Bank Securities and Optiver. Those roles provided her with in depth knowledge and experience which allows her to provide a high level of service and execution for our valued clients. Kim enjoys travelling and has worked overseas in Toronto and New York. In her spare time she enjoys cooking for her family and friends. 10 KELLY + PARTNERS WEALTH MANAGEMENT PROFILE
Heading...the ongoing financial success of our clients is paramount to us. Trent Doughty KELLY + PARTNERS WEALTH MANAGEMENT PROFILE 11
WEALTH MANAGEMENT KELLY+PARTNERS WEALTH MANAGEMENT PTY LTD ABN 88 165 987 440 AFSL: 448803 Level 8/32 Walker Street North Sydney NSW 2060, Australia PO Box 1764, North Sydney NSW 2059, Australia T +61 2 9923 0800 F +61 2 9923 0888 E info@kellypartnerswealth.com.au W kellypartnerswealth.com.au Liability limited by a scheme approved under Professional Standards Legislation Disclaimer: The information contained in this document is for general information purposes only, and should not be used as a substitute for consultation with professional advisors. This brochure does not constitute personal financial advice. We have not taken into account your personal circumstances, financial situation or needs, Kelly+Partners Wealth Management services are available to Wholesale clients only. The information contained is not intended to address the circumstances of any particular individual or entity and is not to be relied upon by individuals or any other entity in making financial or investment decisions. Individuals and other entities should seek appropriate professional advice tailored to their circumstances in making financial decisions. Although Kelly+Partners Wealth Management Pty Ltd has taken care in creating this document, no guarantee is given as to its accuracy, currency or correctness. Kelly + Partners Wealth Management Pty Ltd is under no obligation to update any information included in this document. To the extent permissible by law, Kelly + Partners and its associated entities shall not be held liable for any errors, omissions, defects or misrepresentations in the information contained in this document, or any loss or damage, however caused, suffered or incurred by persons who rely on information in this document for any purpose. Each office of Kelly+Partners is a separate legal entity. Services are delivered independently by each Office. These Offices are not members of one national partnership or otherwise legal partners with each other, nor is any one Office responsible for the services or activities of any other. Kelly+Partners Group Holdings (KPGH) is not responsible or liable for any acts or omissions of an Office and specifically disclaims any and all responsibility or liability for acts or omissions of an Office. An Office cannot act as agent of KPGH or any other Office, cannot obligate KPGH or any other Office, and is liable only for its own acts or omissions and not those of KPGH or any other Office. Similarly, KPGH cannot act as an agent of any Office, cannot obligate any Office, and is liable only for its own acts or omissions. This document is subject to copyright. No part of it should be reproduced, adapted or communicated without the written consent of the copyright owner. Any personal information in this email must be handled in accordance with the Privacy Act 1988 (Cth). Liability limited by a scheme approved under professional standards legislation. 2016 Kelly Partners Group Holdings Pty Ltd