The keys to your
financial success.

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

Expert Financial Advice

Regardless of asset size an overwhelming number of clients say they want to grow and safeguard their wealth without worry.

Manage your wealth

Experience tells us that “wealth without worry” requires doing more than the average financial adviser. For the clients we serve, tax planning involves more than filling out a tax return; estate planning is more than having a Will; and remuneration is more than a salary.

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Protect you & your wealth

Insurance provides you with the peace of mind in knowing that you are protecting your earning capacity and the needs of your family. Most plans that you make in life are based on your ability to earn an income. In protecting your current and future income, insurance is the foundation of a successful financial plan.

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Corporate financial advisory services

Financial Keys advises some of Australia’s largest and most respected corporate superannuation strategies, a testament to the objective nature of our advice and the consultative manner in which we handle relationships.

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Latest News & Insights

Market Update
January 25, 2024
Financial Keys

Market & Economic Update - January 2024

The Australian equity market (as measured by the S&P/ASX 200) started the December quarter the same way the September quarter ended, with a sea of red as stubbornly high inflation and rising bond yields placed pressure on current and forward-looking company earnings. November and December came roaring back as positive inflation data (i.e. lower inflation numbers) and sudden falls in bond yields created an air of optimism and the potential end of central bank tightening. The share market closed at near record highs.

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Investment Management
December 22, 2023
Financial Keys

Year in Review – 2023

2023 made for another very interesting year in investment markets as macro / regime driven events resulted in extreme shifts in investor sentiment on an almost monthly basis. Investors chose to shoot first and ask questions later in what can best be described as a year of maximum noise.

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Market Update
October 30, 2023
Financial Keys

Market & Economic Update - September 2023

The Australian equity market (as measured by the S&P/ASX 200) started the September quarter with a flurry but ended up in the red as the global “higher-for-longer” narrative (interest rates) coupled with the ever-increasing cost of living concerns caused consumer confidence to wane.

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