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Kelly+Partners Private Wealth Central Coast

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Erina, Australia

kellypartners.com.au
Financial institution· Accountant· Financial consultant· Insurance agency· Mortgage broker

Kelly+Partners Private Wealth Central Coast Reviews | Rating 4.3 out of 5 stars (7 reviews)

Kelly+Partners Private Wealth Central Coast is located in Erina, Australia on Platinum Building, 2, 06/4 Ilya Ave. Kelly+Partners Private Wealth Central Coast is rated 4.3 out of 5 in the category financial institution in Australia.

Address

Platinum Building, 2, 06/4 Ilya Ave

Phone

+61243676630

Open hours

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Stephen Dudley

Matt is always easy to deal with and has given us sound advise over the years and we are track with our financial goals for retirement

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Tony Yarnold

My wife & I have been utilising the service of Moneywise over many years, now entering in to Retirement Phase with the advice & support of the Moneywise Team led by Brett Gilday with excellent results helping us work towards a sold financial & lifestyle retirement, thank you Team Moneywise.

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Michelle Ponman

Brett and his team at Moneywise Group are amazing! We put our finances in their capable hands a number of years ago and have not looked back. Not only do the look after our personal and business finances and tax needs, they also provide a complete package to oversee and advise on all of our accounting, insurances, investments and general financial needs. We are always impressed by their professionalism and eagerness to help us achieve our financial goals. I feel confident that our business and personal financial position is being reviewed on a regular basis and they are always ready to intervene (if required) or help whenever we need it. I would definitely recommend Moneywise Group for all of your financial needs.

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Sally Battersby

We have been with Moneywise for over 8 years now and have been delighted with where they have got us to financially in that time. We love the six-monthly catch-ups that force you to keep track of your finances on a regular basis. Brett and the team communicate regularly, know their stuff and have a sensible approach to wealth-creation (no macadamia farms!). The Moneywise insurance and accounting divisions provide a complete package to their financial services.

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Hilary Fernandes

We have been with Moneywise for more than 15 years and can say it was the best decision we ever made. During that time we were able to pay off our mortgage, pay for our two sons University education and build a healthy portfolio which should help us during retirement. But besides the financial gains, Moneywise has been a part of our family, Brett Gilday who has been our financial adviser has also become a close friend of the family. We are completely satisfied with Moneywise and will recommend their services at anytime.

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Tiggs 88

Called in July about getting my personal income tax done, called in a few times in August to get an update, I'm just waiting for a call back. It's October now..

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Louise Dickson

I have been with Moneywise now for over 20 years (twice in and out) and their excellent advice has enabled me to stay focused and deliver on my current goals and future dreams.

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