Protect what matters most:
A guide to personal insurance
Imagine waking up every morning with peace of mind, knowing that you and your loved ones are protected no matter what life throws your way. At Kelly+Partners Private Wealth, we believe that personal insurance is more than just a policy. It promises to safeguard your future and the people who matter most to you.
Life insurance isn’t just about preparing for the unexpected – it’s about protecting the people who matter most. It provides your loved ones with financial security, ensuring they can move forward without financial stress.
With a lump sum payout, your family can pay off debts like mortgages and loans, relieving them of financial burdens. It helps them maintain their current lifestyle,
providing stability and peace of mind. Education costs can be covered, securing your children’s future without added stress. Immediate expenses, such as funeral costs and other urgent financial needs, can also be managed without worry.
Life insurance is more than a policy – it’s a promise to care for your family, no matter what the future holds.
A permanent disability can change everything in an instant, impacting your ability to work and maintain your lifestyle. TPD Insurance provides a financial lifeline, giving you the support needed to adjust and move forward with confidence.
With a lump sum payout, you can cover medical expenses, including rehabilitation and ongoing care. Your home can be modified to ensure accessibility and independence, making daily life easier.
Outstanding debts, such as mortgages or loans, can be paid off, reducing financial stress and allowing you to focus on recovery. Most importantly, you can maintain your lifestyle and support your family without having to rely on others.
TPD Insurance helps you regain control, offering security and peace of mind when life takes an unexpected turn.
A serious illness diagnosis can be overwhelming, affecting not just your health but also your financial stability. Trauma Insurance provides a tax-free lump sum, giving you the freedom to focus on recovery without worrying about money.
With this financial support, you can access the best medical treatments without delay, ensuring you receive the care you need. Unexpected expenses, from specialist appointments to alternative therapies,
can be covered without added stress. Your family can support you without the burden of lost income, allowing them to focus on what truly matters. Most importantly, you can maintain your lifestyle and continue living life on your terms without financial strain holding you back.
When life takes an unexpected turn, Trauma Insurance helps you regain control, providing peace of mind when you need it most.
An illness or injury can disrupt your ability to work, but it shouldn’t disrupt your financial stability. Income Protection Insurance provides ongoing payments, ensuring you can focus on recovery without the stress of lost earnings.
With coverage of up to 70% of your income, essential expenses like mortgage payments, bills, and daily living costs remain covered. Superannuation contributions continue, keeping your retirement savings on
track even while you’re unable to work. Rehabilitation support helps you transition back into the workforce smoothly, while built-in inflation protection ensures your benefits keep pace with rising costs.
When the unexpected happens, Income Protection Insurance gives you peace of mind, allowing you to recover with financial confidence.
At Kelly+Partners Private Wealth, we’re more than just insurance providers – we’re your partners in securing your future. Our team is dedicated to helping you protect what matters most with expert guidance and tailored solutions designed to fit your unique needs and budget.
We take a personalised approach, ensuring your insurance plan aligns with your lifestyle, financial goals, and long-term security. With access to comprehensive coverage options, we protect every aspect of your life, from safeguarding your income to preserving your legacy for future generations.
Don’t leave your financial future to chance. Contact us today to discover how our personal insurance solutions can provide lasting peace of mind and the financial protection you deserve.
Leanna Katsikaris
Client Director – Insurance
Adv. Dip (FS) FP
Leanna is a Business Succession Insurance Specialist with more than 20 years of dedicated experience in the financial services industry, bringing a wealth of knowledge to the table. Throughout Leanna's career, she has honed her expertise in both personal and business insurance, and in doing so, uncovered the intricate connection between individual and business requirements. Leanna's unique insight into this symbiotic relationship has enabled her to craft highly effective strategic contingency plans for her clients. Leanna prides herself on working in close collaboration with business owners and their trusted professional advisors, tailoring insurance solutions that are not just meaningful but also aligned with their specific needs. Leanna's goal is to provide comprehensive insurance advice that goes beyond protection, safeguarding both personal and business interests and ensuring a secure and prosperous future.
Kim Lim
Private Wealth – Operations Director Bsc (Psyc), MComm (Fin)
Kim has more than 15 years of experience in both wealth management operations and client management. Kim joined Kelly+Partners Wealth Management from BT Financial Group, where she was the manager of the Private Wealth Markets operations team. Here, she oversaw the overall operations and investment settlement process for the private client business. Prior to this, she held senior operational and client management roles with Commonwealth Bank Securities and Optivar. Those roles provided her with indepth knowledge and experience, which allows her to provide a high level of service and execution for our valued clients.
Whether you're protecting your family's lifestyle, planning for the unexpected, or simply wanting peace of mind, our expert team at Kelly+Partners Private Wealth is here to help.
Take the first step towards tailored personal insurance that supports your life, goals, and loved ones, now and in the future.
Book your complimentary discovery meeting today with Leanna Katsikaris, our dedicated insurance specialist, and start confidently building your personalised protection plan.
Book a meeting