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.
Regardless of asset size an overwhelming number of clients say they want to grow and safeguard their wealth without worry.
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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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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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 moreA new generation of just over 5 million Australians – born between 1965 and 1980 – are approaching their retirement years.
The Australian equity market (ASX 200), ended the quarter in the red (-1.1%). Higher than expected year-on-year core inflation readings flowing through from the March quarter attributed to the weak performance whilst market anxiety also increased at the thought of a possible rate hike - a long way away from the cuts that had been priced in earlier in the year and in late 2023.
As we have reached the end of another financial year, we wanted to send a reminder about income distributions.