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 more2024 was a memorable one for investors, with asset prices powering ahead.
The year started with a bang, as the positive market momentum from the fourth quarter of 2023 spilled over into the new year, under the premise that inflation would fall sharply through 2024 enabling central banks to deliver large interest rate cutting programs.
The Australian equity market (ASX 200), although starting the quarter in good spirits and continuing to rally, driven by lower-than-expected inflation data and positive sentiment, witnessed an acceleration in market volatility due to various economic and political factors. This did not deter investors as the index made history on 17 July by surpassing the 8,000 mark and closing at an all-time high of 8,057. Off the back of positive momentum supported by optimism of interest rate cuts by the US Federal Reserve as early as September the benchmark delivered a strong quarterly return of +7.8%.
A new generation of just over 5 million Australians – born between 1965 and 1980 – are approaching their retirement years.