Kelly Wealth Services

I met with the staff of Kelly wealth services and they for filled all of my needs and wants and allied any issues that I had. I have nothing but praise for their professionalism and the care that they gave to me. I can foresee a long partnership

Thank you team. So professional in all aspects of our consultation and implementation

My wife and I have been associated with Kelly Wealth for quite a number of years, apart from our financial port folio having steady growth over this period, what really stands out is there communication through news letters, regular one on one meetings reviewing the performance of your investments, where the market is heading and also pointing out any market concernsIt has been one of our better decisions in life to appoint Kelly Wealth as our financial advisor.Our personal thanks to all the team during these difficult and uncertain times

Kelly Wealth Services as a team has been amazing in supporting me and my business to make informed financial decisions geared towards the success I want. Thanks to them, I have a defined financial plan for my future that I am confident will offer me the lifestyle and financial freedom I want.The initial personal consultation was very welcoming and informative - I was even offered a referral to my current business accountants. I felt excited and empowered about my financial goals, having been offered realistic yet innovative ideas on how to invest for my future.My financial advisor, Bronson Hills has been communicative, knowledgeable and supportive each step of the way. Implementing my financial advice was a process made easy thanks to the efficient manager, Haydn van Nek.On top of that, every call or email to the office has been promptly followed up, giving me more peace of mind.I cannot recommend Kelly Wealth Services enough! They have been extremely helpful during a time when finances were a confusing, difficult issue.

I met with Dave and right from the start of our meetings he was all ways very kind, thoughtful, and helped us in many ways as we are pensioners. He has for filled all of our needs and wants and allied any issues that I had and more. I have nothing but praise for his professionalism and I can foresee a great partnership. Thank you Dave. Naomi I thank you for you patience with me and the help you have given me, Kelly Wealth Services are lucky to have you.

I have known Brent for many years and had the good fortune of working with Bronson. We also have a number of clients in common. At Kelly Wealth they invest the time with you to fully understand your current situation and future goals and aspirations. They provide pragmatic, up to date quality advice and support to help their clients achieve the best possible outcomes.

Brent Cerutti has given all aspects of our finances, including but not limited to super, insurance and investments, a health check. He has taken the stress out of comparing super funds and negotiating insurance options that best suit our needs at this point in our life.Brent C is obviously very experienced, and patiently makes sense of that financial jargon. He is always available to answer any query we have (no matter how silly) Brent has been a real lifesaver!

I found Kelly Wealth to be professional from the time I booked my first appointment. Brent Kelly was attentive and precise with his advice based on my future financial goals. The due process was smooth and explained well. Any questions I had were answered quickly and precisely. I would recommend Kelly Wealth to anyone who is looking at securing their future financial goals and insurance requirements.

Brent Cerutti, Brent Kelly and Lainie Poon have always offered a high level of service and showed an excellent knowledge of their fields in all our interactions.A well-run business with great follow-up, attention to detail and a genuine care for their clients.Highly recommended.

Kelly wealth were exceptional and we are very happy with the service Brent and the team provided! They were excellent! Knowledgeable, prompt with follow up and we felt we have been looked after in the best way possible. Thank you!