Kelly Wealth Services is a financial advisory firm located in Australia, focusing on personalized financial planning and wealth management. The firm prioritizes client education, trust, and peace of mind, helping clients achieve their lifestyle goals through expert guidance. It operates as a goals-based advisory practice, tailoring financial strategies to meet the unique objectives of each client. The company offers a range of financial planning services, including retirement planning, investment strategy, tax optimization, and holistic financial plans. Kelly Wealth Services is recognized for its client-centric approach and holds accreditation as an FPA Professional Practice, ensuring high ethical and professional standards. The firm serves individuals and families, particularly pre-retirees, retirees, high-net-worth clients, and business owners, providing tailored strategies for asset allocation and wealth preservation. Kelly Wealth Services distinguishes itself with its goals-first methodology, ensuring that strategies are personalized. The firm emphasizes a structured client experience, involving initial consultations and regular reviews to align financial decisions with evolving goals.