Kelly+Partners Private Wealth in Erina, New South Wales, Australia | Financial planner

Kelly+Partners Private Wealth

Locality: Erina, New South Wales, Australia

Phone: +61 2 4367 6630

Address: Platinum Building, 2.06/4 Ilya Ave 2250 Erina, NSW, Australia

Website: www.kellypartners.com.au/solutions/private-wealth

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24.01.2022 Life sorted - Dream, Plan, Do!

23.01.2022 Director Brett Gilday shares his thoughts on the many years of planning that go into every "overnight success", Page 20 of this months Central Coast Business Review. https://www.ccbusinessreview.com.au/

21.01.2022 "There are far, far better things ahead than anything we leave behind" C.S Lewis

20.01.2022 In the current environment of work closures and social distancing, it is natural to feel vulnerable and alone. We are working to support you during these difficult times and there are a raft of Federal and State government support measures in place to help individuals and businesses who are struggling. To not just survive, but thrive in these times, speak with an adviser by calling 43673122 or email us at [email protected].

18.01.2022 Life is too short for regrets. Today is a great day to start planning the rest of your life. Dream - Plan - Do!

18.01.2022 Imagine what can be achieved when all your professionals are working collaboratively on achieving your most important goals. Coordinated, Consolidated, Comprehensive, Simplified, Accountable. Dream Plan Do.

11.01.2022 Looking to squirrel more into your retirement savings? From 1 July 2018 if you have a total super balance less than $500,000, you may be entitled to contribute more than the general concessional contributions cap ($25,000) and make additional concessional contributions for any unused amounts. You may be able to claim a personal tax deduction for the contributions and add more to your super savings. To find out if you are eligible speak to your adviser or email us [email protected]

09.01.2022 The economy is coming back strongly from the COVID downturn - Speak with your adviser to make sure you are best positioned to benefit from any opportunities. Call 43673122 or email us on [email protected]

07.01.2022 Whatever you do and whoever you're with this long weekend, be safe, be well, have a laugh, and love the ones you are with. Dream - Plan - Do.

03.01.2022 Live in the moment. It's a great day. All you can be is you. All you can do is your best.

02.01.2022 When experience matters. In these uncertain times, turn to the team trusted for over 21 years to help people achieve their important goals. To arrange a complimentary initial meeting with an adviser call 43673122 or email [email protected]. Dream - Plan - Do!

02.01.2022 A very exciting chapter in Kelly+Partners and Moneywise history! Moneywise Group Australasia has officially joined with Kelly+Partners. For over 20 years, Moneywise has provided accounting, finance and wealth services to clients across the Central Coast. We are thrilled to introduce you to our expanded K+P team and this next step for our clients and community! #OneTeam #OneWay #Team #Welcome

01.01.2022 If you always put limits on everything you do, physical or anything else, it will spread into your work and into your life. There are no limits. There are only plateaus, and you must not stay there, you must go beyond them - Bruce Lee