Brent Kelly

Kelly Wealth Services

Gold

28 Yrs Experience

Cairns, QLD 4870

About Brent
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Brent is a Cairns local who has a strong belief in family, community and true financial planning. He has a wealth of experience, having spent over 20 years in the Financial Services Industry and been a Financial Adviser since 1996. Brent moved into private practice in 2007 and now runs his own licensee since 2019.

Brent specialises in providing holistic financial advice focused on achieving his clients’ financial goals and dreams. He advises on wealth creation, wealth preservation, personal insurance and retirement planning for a wide range of clientele. Brent’s main areas of expertise are centered on the self employed and HNW clients providing exceptional service, advice and certainty

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Small Business Advice
Growing Assets
Wills & Estates
Budgeting

4.50 December 2024

From the outset, we found Brent's knowledge and expertise as a wealth adviser vast and varied. He understood our portfolio and investment goals and clearly articulated strategies aimed at improving on our returns through a mixed asset class of investment. We highly recommend Brent.

5.00 October 2024

Brent has been looking after us since 2006 and at no time has he left us in any doubt that he had our best interests at heart. His explanations are very clear and understands what our "fit" is. Brent saw us through some anxious times and helped steer us in the correct direction to enable our retirement to meet our needs. We have no hesitation in recommending Brent to family and friends. Thank you Brent.

4.75 September 2024

Brent is always contactable at short notice . He knows how to answer questions and is easy to understand.

5.00 August 2024

We have been clients of Brents for more than 20 years. Over that time we have transitioned from a hectic work life to retirement which, thanks in part to Brent, we are now able to enjoy with very little financial stress. Over this time Brent did not use a one size fits all approach to our needs but joined the journey with us in a very relaxed and friendly manner while maintaining a very professional approach. We must also congratulate Brent’s staff on the professional, friendly and personalised service they offer.

5.00 August 2024