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Michelle Kelly

Sun Foster Private Wealth

Gold
25 Yrs Experience
Sydney, NSW 2000

Hello, I'm Michelle Kelly, and together with Elaine Zhao, I co-founded Sun Foster Private Wealth.

We had both been in the industry for many years, working within a large corporate organisation, when we shared a quiet but powerful realisation: although our careers were successful, they no longer allowed us to deeply connect with clients or deliver the nuanced, personalised advice we knew they truly needed.

Over coffee one day, we admitted we both felt a growing disconnect from the people we cared about most. The conversations had become formulaic, the solutions too rigid. What we longed to offer was something more human - advice shaped by the complexity of real lives, not confined to preset boxes or one-size-fits-all models.

From that conversation, Sun Foster Private Wealth was born.

Our vision is simple: to meet clients where they are, listen without assumption, and guide them toward confident, long‑term decisions with integrity and empathy. Today, Sun Foster reflects that founding belief - that the best outcomes begin with honest partnership, strategic depth, and a genuine understanding of what matters.

If you'd like to know more, our full story and scope of services can be found at www.sunfoster.com.

We look forward to hearing from you.

Expertise

  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2001
  • Years of experience 25
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Sun Foster Private Wealth

Level 63, 25 Martin Pl
Sydney, NSW 2000

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Finchley & Kent Pty Ltd

AFSL 555169