Financial Keys - A member firm of Genesys Wealth Advisers

 




Client Testimonials

These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.

*****

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 income generating opportunities, but also blend this with farsighted prudence. The company is always open and clear about fees and has, on several occasions, rebated commissions from third parties to which it was entitled.  Customer service from all members of the organisation has been outstanding and in view of the colossal volume of  regulations and compliance required to ‘protect’ the consumer these days, having a trusted agent to guide me through has been invaluable. I highly recommend Financial Keys and would be happy to discuss my experience with anyone considering using them.

Mike Henshaw
Portfolio Manager - Pure Asset Management

*****


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

Paul
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.

Gareth
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.

Mark
Specialist Doctor

*****


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

*****


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 in the form of personal, tailored advice and the regular presentations they deliver on financial planning issues.

Warwick Bowd
National Director - People & Performance

*****

Financial Keys has looked after my superannuation for over 10 years. They have been there to explain the intricacies and constantly moving rules and provide investment advice in ways that are understandable, and upon which I have been able to make soundly based financial decisions.

They have been patient and understanding of my financial situation, and have provided me with advice through some very unsettling financial crises. The whole experience has been very comforting, resulting in improving my financial security.

Edward Watts
Director - Vaulation and Advisory

*****

I've been made to feel like a valued client. Prompt, courteous and professional service from Matthew, someone who listens carefully to my requirements. Financial Keys are good at exploring the best options for your needs and circumstances and providing tailored solutions.

Denis Coupland
National Director

Colliers International

  

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

ABN: 70 626 699 607 | AFSL: 509 930