Kelly+Partners Passport

What would your life be like if you could see—right at your fingertips—the progress you’re making to become healthier, wealthier, and wiser?

Most accountants help you file a tax return. They show you where you’ve been—not where you’re going. At Kelly+Partners, we help you make progress—in your health, your wealth, your wisdom.

With Kelly+Partners Passport, you can:

• Set healthy daily habits and goals—and track your progress
• Receive, view, and store your correspondence from the ATO
• Access exclusive client-only experiences
• Score your financial progress and take actionable steps to improve
• Monitor your Financial Flight Plan and stay on track toward your goals
• View and monitor your investment portfolio
• Access curated book summaries from the Kelly+Partners library
• Get certified in the Progress 12 Program foundational course
• Easily book meetings and contact our team

Access Requirements:
To access the app, you must be a Kelly+Partners client. Visit kellypartners.com.au to become a client.

Feedback:
We’d love to hear your thoughts. Please send any feedback or suggestions to appsupport@kellypartners.com.au.