The Kelly and Associates team 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 Julie Kelly own and manage the business. Stuart has been an adviser since 1989 and specialises in General Insurance.
Anything you need to know about insuring your house, property, contents, vehicle/s, boat, farm, lifestyle block or business – just ask Stuart! Mobile no. 027 448 2894
Chris Moffat NZ Dip.L.A, I.I.T.C,C.L.U, AFA Chris is an Authorised Financial Adviser. He 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. Chris is working with Matthew to ensure a smooth transition out of the business and is very keen to see that his many long term clients get the same excellent service he has provided over the years
Mobile no. 027 247 7536
Matthew is an Authorised Financial Adviser who 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 has taken over Chris's client base apart from the health insurance customers. He 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. Mobile no. 021 911 426
James has been an adviser for 19 years. He is an Authorised Financial Adviser, passionate about providing quality advice in its many forms whether it be in Personal or Fire & General insurance or Kiwisaver. He is assisted by Haidee Green, in respect to domestic insurance.
They seek to help people make insurance decisions that are right for themselves, their families and their business. They place high value on relationships with their clients, providing personal service that makes a difference. Mobile no. 027 552 1667
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.