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Reviews, get directions and contact details for Kelly Wealth Services

Kelly Wealth Services

About

Your financial dreams & goals with peace of mind.

We help create & protect your wealth.

Story

Welcome to Kelly Wealth Services

Kelly Wealth Services provides a broad range of financial planning and investment strategies for individuals, families and businesses in the Far North Queensland area, interstate and abroad.

Referral to our partner company, Kelly Wealth Lending Services provides clients with access to professional lending services enables us to offer holistic advice for financial planning clients or customized loan products for those who require mortgage only services.

The financial advisers and brokers in our business have extensive experience and qualifications to service the needs of a wide range of clients.

KWS and KWLS has a strong philosophy and powerful vision. Together we provide more than sound financial advice, we provide enlightened, holistic advice.

Please contact us to arrange an appointment for a free initial discussion of your financial situation.

Products

Financial Planning Services
Personal Insurance
Lending / Mortgage Services

Address: 7/26-28 Florence St, Cairns City QLD 4870, Australia
Phone: (07) 4041 2055
ua.moc.htlaewyllek@nimda
State: Queensland
City: Cairns City
Zip Code: 4870


Opening Hours

Monday: 8:30 AM – 5:00 PM
Tuesday: 8:30 AM – 5:00 PM
Wednesday: 8:30 AM – 5:00 PM
Thursday: 8:30 AM – 5:00 PM
Friday: 8:30 AM – 3:00 PM
Saturday: Closed
Sunday: Closed


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Reviews
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!
7 years ago (18-03-2018)
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.
7 years ago (01-12-2017)
Brent Kelly is the best in the business. Integrity and knowledge
7 years ago (01-12-2017)
Love working with this Team!!
7 years ago (30-11-2017)
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