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 moreAs we have reached the end of another financial year, we wanted to send a reminder about income distributions.
The Australian equity market started the year with great gusto with key economic metrics broadly supporting the market. This swiftly turned in February and the local bourse continued to fall throughout the remainder of the quarter. The slide was largely due to the uncertainty over US President Trump's tariffs. Fear and speculation finally became reality as the index began its steep decent in early February, falling circa -10.3%; an official correction and potentially heading towards bear territory and global recession. The Australian market reacted sharply and negatively to the Trump tariffs during the March quarter and overall experienced its steepest losses since the onset of the COVID-19 pandemic. The Australian equity market ended the quarter down (-2.8%).
Although we haven’t received any calls, as we suspect most people are quite familiar with market volatility over the years, we thought this update would put some recent market movements into perspective.