Kelly Wealth Services - Cairns City, Queensland

Address: 7/26-28 Florence St, Cairns City QLD 4870, Australia.
Phone: 740412055.
Website: kellywealth.com.au
Specialties: Financial planner, Income protection insurance agency, Investment service, Life insurance agency, Superannuation consultant.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, LGBTQ+ friendly, Transgender safespace, Appointment required, Appointments recommended.
Opinions: This company has 33 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Kelly Wealth Services

☎️740412055

⏰ Open Hours of Kelly Wealth Services

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

Kelly Wealth Services: A Comprehensive Guide

Address: 7/26-28 Florence St, Cairns City QLD 4870, Australia.

Phone: 740412055.

Website: kellywealth.com.au.

About Kelly Wealth Services

Kelly Wealth Services is a reputable financial services company located in Cairns City, Queensland, Australia. Established with a vision to provide exceptional financial planning and insurance solutions, the company has earned a stellar reputation over the years. Their team of experienced professionals offers a wide range of services, including financial planning, income protection insurance, investment services, life insurance, and superannuation consulting.

Specialties

Financial planner
Income protection insurance agency
Investment service
Life insurance agency
Superannuation consultant

Other Points of Interest

Online appointments
Onsite services
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Wheelchair accessible seating
Restroom
LGBTQ+ friendly
Transgender safe space
Appointment required
Appointments recommended

Opinions and Reviews

This company has garnered a impressive 33 reviews on Google My Business, with an average rating of 4.9/5. Clients consistently praise the professionalism, efficiency, and understanding nature of the team at Kelly Wealth Services. One notable review highlights Brent and his team's ability to deliver on expectations while maintaining a strong awareness of the importance of their services.

Recommendation

If you are seeking a comprehensive financial planning and insurance solutions provider in Cairns City, look no further than Kelly Wealth Services. Their dedication to customer satisfaction, coupled with their expertise in various financial services, sets them apart from the competition. Whether you require assistance with income protection, investments, life insurance, or superannuation consulting, their team of professionals is well-equipped to guide you towards achieving your financial goals.

We highly recommend reaching out to Kelly Wealth Services by visiting their website or contacting them directly at 740412055. Experience the difference of a trusted and reliable financial services provider and take the first step towards securing your financial future today.

👍 Reviews of Kelly Wealth Services

Kelly Wealth Services - Cairns City, Queensland

Donna P.

5/5

Would highly recommend Brent and the team at Kelly Wealth Services. I have found them to be very efficient, friendly, patient, professional and understanding of what you are wanting to achieve all while being very conscious of the important service they provide. We have put our trust and faith in Brent and the team and they have definitely delivered on our expectations.

Kenneth V.

4/5

My regular update meetings with Brent Kelly of Kelly Wealth Services are always enjoyable and very informative. Brent is a good listener as well and responds to any comments that I make. I am very satisfied with the performance and services that the company provides.

Michelle A. R. H.

5/5

We have been working with Brent Kelly from Kelly Wealth Services for the past 5 years and he has always provided exceptional service and expertise. He has taken time to listen to our goals and map out what we need to do to achieve this. Brent was very committed to tailoring a plan that exceeded our expectations. His transparency and honesty instilled a sense of trust that is invaluable when it comes to financial matters. Five stars without a doubt!

Gregory E.

5/5

From our first meeting Dave has always presented as being very knowledgeable and well versed in the superannuation expectations of my wife and I. Dave transferred our investments to a platform that is readily accessible to both of us.
Dave took his time in explaining all aspects of his advice that made it very easy to understand. His investment strategy has proven to be very solid producing his expected returns.
I have no hesitation in recommending him to family and friends.

Greg 70+ Cairns

Mick B.

5/5

We are a retired couple in our sixties, and we had our six monthly review on Tuesday 1st August. Brent Cerutti is our financial advisor, and has been for several years now.Earlier this year we took advantage of the Government downsizer scheme, and his guidance during that process was invaluable.

An important topic for us is Superannuation, and Brent keeps us up to date with all relevant issues. We feel very fortunate to have Brent as our advisor, and would recommend Kelly Wealth Services to everyone.

Anita B.

5/5

Brent and colleagues have a wealth of knowledge in all financial matters.
Their regular reports are extremely thorough and Brent is happy to take the time to explain my financial details in a way that l can understand.
I would definately recommend Kelly Wealth Services to to anyone seeking professional and thoughtful advise.

Juliette W.

5/5

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!

Jo C.

5/5

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.