City-based business continues to grow
NOW with four financial advisers, Cairnsbased Kelly Wealth Services continues to expand its services to the Far North Queensland community.
Dave Haydon has joined the Kelly Wealth Services team as a senior financial adviser, and he comes with more than 15 years’ experience. He specialises in sophisticated wealth creation strategies and helping people retire stress free.
“Dave is the consummate professional and will easily fit in with the strong culture of client first at Kelly Wealth,” managing partner Brent Kelly said.
“The demand for high-quality financial advice is as high as ever in North Queensland.”
With major financial institutions withdrawing from providing financial advice, it has given the practice the perfect opportunity to grow.
“To find an experienced high-quality adviser like Dave Haydon was an absolute coup for us and our clients,” Mr Kelly said.
Though the region seems to have a two-geared economy right now, Mr Kelly said they had been able to grow.
“There are some businesses and families doing extremely well financially and some doing it really tough,” he said.
“When families or business go through these changes, positive or negative, they often seek out advice.
“This, combined with cash investment rates below 1 per cent, has created a huge demand for financial advice.”
Mr Kelly pointed out people seeking advice, demand high quality, transparent advice from advisers who care, and were shopping around.
“Most new clients we see right now have already spoken to two to three advisers,” he said.
“They want transparency, fixed fees and to be able to trust their adviser and have absolute confidence that the advice will be in their best interest.
“The client best-interest focus has been lacking in our industry historically.
“This was brought to light by the Royal Commission which has changed our industry for the better. The Royal Commission into Banking and Finance was an important event that has turned the financial advice industry from the old life insurance and superannuation selling industry, into a financial advisory profession.”
Mr Kelly said high-level education standards, a professional year for new advisers and better disclosure of fees and service offerings had been a great start.
“Kelly Wealth advisers have met the industry changes seamlessly,” he said.
“We have always had a client-first culture, with clear transparency of costs and high-quality advice. We are also selflicenced which means we can make core decisions on how we service our clients, don’t have a major institution telling us what products we can use and how much we can charge.”
For quality financial advice focused on the individual and their goals, contact the team by email at admin@kellywealth. com.au or call to make an appointment. Tel: 4041 2055 kellywealth.com.au