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Welcome to Kelly Watt and Associates

Financial success isn’t a destination, it’s a journey.  Kelly Watt and Associates not only want to set you on your journey to financial security and success, we want to walk alongside you, giving you the best possible advice and guidance based on the combined experience of our team.  

About Us

Kelly Watt and Associates are a full-service team who are committed to providing personalised service and professional advice on a wide range of financial services and insurance products.  Your financial needs are our concern, so we offer a tailored approach based on what you need at any one time. 

Our advisors have a broad range of experience and we abide by the Wealthpoint adviser’s standards and code of practice.  We are committed to on-going education so we are able to get the best possible financial outcome for you and your family

Our Services

  • Financial Advice
  • Wealth Planning
  • Trust Management 
  • Risk Management Insurance
  • Personal and Business Insurance
  • Kiwisaver
  • Mortgage Advice
  • Investment Planning and Management
  • Retirement Planning
  • Fire/General Insurance

Meet the Team

Matthew Watt

Matthew Watt

Matthew is an Adviser and Managing Director of Kelly Watt and Associates.  He is a passionate comprehensive financial adviser determined to ensure his clients reach their goals and financial potential.

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Sharon Elliot

Sharon Elliot

Sharon has been in the Insurance Industry for 14 years and has recently joined the team at Kelly Watt & Associates.

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Chris Moffat

Chris Moffat

Chris Moffat is a Financial Adviser. He started working in the insurance industry in 1972 and became an adviser in 1988. Chris sold his Life Insurance and Investment business to Matthew Watt in 2018. 

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Mark Koubaridis

Mark Koubaridis

Mark was born and raised in Waverley and has been an insurance broker for over 10 years.
He completed a Bachelor of Commerce at Massey University before a stint playing rugby in Ireland for a couple of seasons.

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Contact Us

MARTON

248 Broadway, Marton
P. 06 327 7525
E. reception@kwa.nz

WHANGANUI

35 Drews Ave, Whanganui
PO Box 7111, Whanganui, 4541
P. 06 348 7042
E. reception@kwa.nz