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.

Find out more

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.

Find out more

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.

Find out more

Latest News & Insights

Market Update
April 26, 2024
Financial Keys

Market & Economic Update - April 2024

The Australian equity market (as measured by the S&P/ASX 200) started the year off much like the previous finished, although most of the steam had been taken out of the rally with January producing a solid +1.20% return. February was much more muted with the uncertainty of an imminent reporting season hanging over the market however with better-than-expected results, coupled with softer-than-expected domestic inflation data, March provided some highlights as Australian shares hit new record highs. The quarter ended on a high with March producing +3.27% closing the quarter off with an attractive +5.53%.

Read More
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.

Read More
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.

Read More