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
October 28, 2025
Financial Keys

Market & Economic Update - September 2025

Global markets surged in the September quarter of 2025 driven by optimism around monetary easing and A.I. innovation alleviating earlier concerns over tariffs and slowing growth. Global equities powered higher on a wave of strong earnings, a long-anticipated US rate cut, and continued enthusiasm for A.I. Commodity and credit markets also strengthened, while volatility briefly flared around policy uncertainty and fiscal stress, particularly in Europe, amid a looming US government shutdown.

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Market Update
July 22, 2025
Financial Keys

Market & Economic Update – July 2025

The June quarter was marked by resilience and recovery in global financial markets, despite a volatile backdrop shaped by shifting trade policies, persistent inflation and geopolitical tensions. After a turbulent start driven by new US tariffs and escalating conflict in the Middle East, markets rebounded strongly as optimism returned on the back of tariff implementation delays and some trade truces, robust corporate earnings and a dose of central bank hope.

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Latest News
July 2, 2025
Financial Keys

July Income Distributions

As we have reached the end of another financial year, we wanted to send a reminder about income distributions.

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