|Name||Patrick Kelly, CFP®|
|Company||Peak Partnership Wealth Design Solutions|
17-19 Mt Gravatt-Capalaba Road
Upper Mount Gravatt, QLD 4122
|Phone||07 3360 9898|
I'm the head Financial and Risk Insurance Advisor at The Peak Partnership, a multi-discipline practice at Upper Mt Gravatt. I manage a diverse client portfolio; from people in their early 20s looking for an early start on their financial journey, through to successful retirees enjoying the rewards of a well-managed working life.
I enjoy working with our senior accounting and business advisory team to structure a 'whole-of-client' financial strategy for the people who trust us to help them with their financial future. Whether it's a simple savings plan or a complex investment and wealth protection portfolio, my purpose for every client is to deliver ADVICE, CLARITY, DIRECTION.