About Us

Our History…

2014

The KLI Group was established in 2014 by our principal Kelly Pillay, a qualified accountant & financial planner with over 10 years experience in the finance industry. Kelly has been recognised as one of the Top 50 personal finance professionals in Australia by the Australian Financial Review Smart Investor Magazine in its 2012 and 2013 Masterclasses.

Kelly and the rest of the team at KLI are passionate about providing unparalleled service to West Australian families. Our team of dedicated professionals can manage all areas of your family’s personal finances. This removes the severe administrative burden and cost of engaging an array of accountants, mortgage brokers and financial planners to take a piecemeal approach to your finances. Our services are tailor made to suit your goals, and we will adapt and respond as new challenges and opportunities arise. KLI’s technical skill and flexibility as a small team makes us the perfect partner for you and your family no matter what your stage of life.

We want to help you reach your goals and secure your financial future…

because we believe that life is to be lived.

Our team works hard, travels extensively, undertakes community projects and invests their money. We believe that your personal finances should deliver you the lifestyle that you want. Whether you’re building a business, planning to retire or reducing your working hours to spend more time with your family, let us help you to focus on the things that really matter.