Financial Keys - A member firm of Genesys Wealth Advisers

 




Executive Advisory Services

Financial Keys has been providing strategic financial advice to senior executives for over 10 years. We are experienced in addressing the range of complex issues consistent with busy executives, including structuring executive remuneration packages and share options, tax strategies, cash flow planning and integrated family advice.

Our executive services are designed for CEO’s, directors, and executives with complex financial needs that only a coordinated approach can achieve.

We work closely with our corporate executive clients in creating a comprehensive financial strategy. In addition, by remaining a valuable member of your financial team, we closely monitor and respond to your changing circumstances. Rest assured we will also coordinate with your other professional advisers, such as your accountant and lawyer, to make sure that collectively we are working together for you and your family’s best interest.

Executive Advisory Services include:

  • Wealth and investment management

  • Tax strategies and structuring

  • Personal risk management and risk mitigation

  • Salary and benefits packaging

  • Cashflow planning and projections

  • Investment and lifestyle funding

  • Career advancement and transition planning

  • Estate planning

Financial Keys is uniquely equipped to serve the specific tax, financial planning and investing needs of high level executives.

As a senior executive, you face challenges unique to your position. We offer you extensive personal and professional experience in addressing and making the most of these challenges.

 


 

"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

*****


"I've been made to feel like a valued client. Prompt, courteous and professional service from Matthew Congiusta, 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