The Kelly and Associates team (Kelly Watt and Associates Ltd as 1st April 2021) are committed to providing personalised service, professional advice and a wide range of financial service and insurance products from under one roof. Our advisers have a broad range of experience. They abide by the Wealthpoint advisers standards and codes of practice and are committed to ongoing education.
Stuart Kelly Dip FIN SER (Gen Ins) and his wife Julie have sold Kelly and Associates to Matthew Watt as of 31st March 2021. Stuart will be helping the new advisers settle in. Just give the office a call if you are a General Insurance policy holder - the same dedicated staff are there to point you in the right direction if they cant handle your request themselves.
Chris Moffat NZ Dip.L.A, I.I.T.C,C.L.U Chris started working in the insurance industry in 1972 and became an adviser in 1988. Chris has sold his Life business to Matthew Watt and now deals only with Health Insurance. He looks after several group schemes.
Mobile no. 027 247 7536
Meet the new owner! Matthew joined Kelly and Associates in 2018 after working with other companies in Whanganui for more than 10 years. He has gained a very good knowledge of investment, Kiwisaver, and life, trauma, disability and income protection insurance. Matthew enjoys working with young people and families to ensure their insurance needs are met, along with those with the need to invest wisely for optimal return in Kiwisaver and retirement savings. Give Matthew a call on Mobile no. 021 911 426
James has retired as of 31st March 2021. James's clients will be managed by Matthews new advisers.
The Marton office is still open so give Haidee a call if you need any help.
Julie Kelly – Manager in Whanganui
Haidee Green – Manager in Marton and right hand woman to Stuart and James on the General Insurance front
Raewyn Williams - part time office person in Whanganui
All here to help answer your questions and solve any issue you might have with your policy.