Consulting to high net worth families and professional firms with expertise in managing complex multi-generational family, banking and investment relationships.
Smart, practical and private.
Introducing Kellie Robertson
With over 25 years financial services experience, Kellie is the founder and principal consultant at Family Office Your Way by Kellie Robertson Wealth (KR Wealth). Prior to establishing KR Wealth, Kellie spent 11 years at Westpac Banking Group Limited – the last 4 years as QLD State General Manager for Westpac Private Bank and St George Private, the first 7 years she built and led the UHNW Family Office business in Sydney.
Kellie was one of the founding members of ANZ Private Bank in 1996 and held numerous roles at ANZ including Head of Risk and Operations, Associate Director Family Office and Head of Professional Segment.
Yoga, great food (and wine!), raising two incredible adult daughters, family and friends are Kellie’s reason for being.