Kelly+Partners Difference

Kelly+Partners has been developed with deep thought and determined action from principles that are enduring in order to build a business that can last for the long term.

Mission

Kelly+Partners exists to serve business owners and individuals. We do this by helping Clients to: 

  • get control of their financial universe
  • understand their financial objectives
  • achieve their financial goals. 

While providing an opportunity to members of the Firm’s team to achieve their personal goals, and as an organisation, improve the communities within which we work.

Values

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.


Strategic Focus

Kelly+Partners strategic focus is to help Private Business Owners go somewhere through the use of our financial advice system.

Structure

Kelly+Partners operates under a unique company structure:

  • control position through 50.05+% shareholding and partnership agreement provisions
  • provide IP, Brand and Systems
  • provide Central Services
  • 10 year Partnership Agreement with automatic roll-over to further 10 years terms
  • alignment - Privacy, Confidentiality, Non-Compete (25km & Liquidated Damages)
  • system - Agreed Operating Method and Financial Metrics.