Mary Kelly, CFP®

Being a Professional Real Financial Planner is much more involved than the public perception of a number cruncher or judging budgeter. I started in the Financial Planning industry with a vision to help people achieve their own goals. If that means today you feel the need to do something differently to align your finances to your values and work towards your own goals, then that is the point we start from. I listen to your concerns and aspirations and I use drawings to simplify and help you understand your options. The strategies we create are personalised, proactive and in your best interests, to help you maximise your opportunities to live life your way. I care about you and your loved ones so that you are protected for a rainy day and so you can build your own legacy. I am here to walk alongside you and your family throughout your journey. No person is the same, and this is what makes my role as an Adviser exciting. I am there through the good and hard times, and to help you make the best decisions for yourself and your loved ones no matter what life throws at you. Call me a Dream Maker… I help you MaKe Real Financial Decisions.

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