Financial Keys - A member firm of Genesys Wealth Advisers


The Key To Your Financial Success

Developing lasting relationships with clients is at the heart of what we do. It allows us to craft financial plans that are as unique as the individuals we serve – designed around their particular needs and situation, goals and definition of success.

We are relentlessly focused on the best interests of our clients… read more >

Client Testimonials

  • Financial Keys has been advising me for over three years and their guidance has been exceptional. There seems to be few financial advisory organisations left that can appropriately balance both the need of investors to find capital growth and..
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    Mike Henshaw
    Analyst - Petra Capital

  • Mark Causer has in depth knowledge and provides sensible advice relevant to our aims. Our Superfund has made wonderful capital gains along with providing a generous pension.

    Retiree - Pyrmont, NSW

  • Mark is one of the best advisers I have come across. A valued part of my experience is dealing with a team of professionals who are talented and able to come up with strategies to enhance wealth.

    Senior Banker

  • Financial Keys provides a personalised service. It is run by individuals who actually know your situation and have your best interest at heart.

    Specialist Doctor

  • I have found Financial Keys excellent to deal with. Very professional and the personal attention of the firm Principals have been excellent. Their investment advice and the planning of my financial affairs has been... read more >

    Terry Hayes

  • Financial Keys does an excellent job of defining programs for the company and its employees. They are proactive at informing employees and the business of changes in the market and options to look...  read more >

    Ken Pffaffman
    Managing Director - Egencia Australia

  • Matt Congiusta has consistently treated me with respect, patience and kindness, always following through on his commitment to me as a financial adviser. All along I have felt he took a personal interest in..
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    J Adam
    Blue Mountains, NSW

  • Financial Keys are responsive and professional and provide great service to our employees in relation to their superannuation and insurance needs. I particularly like the additional value they deliver... read more >

    Warwick Bowd
    National Director - People & Performance
    Colliers International

  • Financial Keys has helped Colliers through the multitude of superannuation changes cover the years. They have enabled us to provide a valuable employee benefit to our staff throughout Australia... read more >

    Sean Unwin
    Chief Financial Officer
    Colliers International

  • I've been made to feel like a valued client. Prompt, courteous and professional service from Matthew Congiusta, someone who listens carefully to my requirements.

    Denis Coupland
    National Director
    Colliers International

  • Financial Keys has looked after my superannuation for over 10 years. They have been patient and understanding of my financial situation. The whole experience has been very comforting, resulting in improving my financial security.

    Edward Watts
    Director - Valuation & Advisory
    Sydney CBD

  • Brendan has given advice that has been timely, with positive outcomes. I am happy with all levels of service that I've been provided.

    Graeme Spink
    National Director

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Financial Keys Pty Ltd (ABN 71 089 066 955) trading as Financial Keys
Corporate Authorised Representative of Charter Financial Planning

ABN: 35 002 976 294 | AFSL: 234 665