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Kelly+Partners Group Holdings Limited

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Kelly+Partners Group Holdings Limited

Mission statement:

We embrace change and are constantly challenging tradition because we have a strong desire to improve the way our industry operates. We do business differently to make our people and clients #betteroff.

Overview:

Kelly+Partners is a chartered accounting network established in 2006 to provide a better service to Private Clients, Private Businesses and their Owners, and Families. Our specialty is to counsel individuals with significant business interests to control, preserve, and grow their wealth and asset base.
Growing from two initial start-up businesses in North Sydney and the Central Coast, Kelly+Partners now consists of 16 operating businesses across 12 locations in Greater Sydney. We also have 1 office in Hong Kong. In total, we service over 5,000 client groups in NSW and nationally.

Over the past 11 years, Kelly+Partners has partnered with numerous accounting firms and built many greenfield offices in order to create the existing network. Our proven ownership and operational structure is unique in the Australian accounting market. All offices contain on-the-ground Client Directors who are “owner-drivers” of their respective business in long-term partnership with the Kelly Partners group.

Our operating structure ensures we are focused on:

   careful selection of clients, primarily business owners, families, and large private clients
   limiting the number and type of engagements we undertake, to ensure a thorough and efficient client service
   focusing on matters that benefit from the experience & knowledge of our Client Directors
   having the scale to do the best work for our clients, while not losing the personal relationship
   have the depth within the network to bring the right expertise to bear, in order to solve complex business issues
   working together as team, both internally and with our clients
The Kelly+Partners network has grown strongly as a result of the unique vision of its founders - a cohesive team of chartered accountants who are intensely focused on helping our clients manage their entire financial universe and solve their business issues.

History:

Kelly+Partners was founded in 2006 by Brett Kelly with his wife, Rebecca Kelly.

The first Partners were Scott Elwin (Central Coast office), Craig Bullock and Ada Poon (North Sydney office) who met while working together. All four of them believed there was an opportunity to create a specialist accounting, taxation and audit firm focused on Private Businesses and their Owners in Sydney in the Style of a Swiss private bank, coordinated personal excellent discrete service.

Throughout our history, we have completed more than 21 growth transactions building Kelly+Partners to the formidable market position it enjoys today.Over the firm’s 11 year history, we have developed specialised industry knowledge and deep relationships.

Our investment philosophy and the accounting firms with which we partner are service-based businesses within which the most important assets are the intangibles: the right people, their business practices and intellectual capital, and their customer relationships.

We have developed considerable experience addressing these complex issues and are the leading partner firm in the accounting industry. Along the way, we believe we have distinguished ourselves as a flexible partner who delivers on what we promise and a value-added partner with deep sector insight.

We always take a controlling shareholding and have partnered using a variety of transaction and capital structures. We take great pride in building long-term partnerships.

Many people have asked us how Kelly+Partners has been able to maintain its culture and results through the many fads and market cycles. Our answer has always been simple—that we have stayed focused on our values and the operating tenets we have developed.

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