The lost super pile keeps growing
5th November 2024
Benefits of working with Keystone Wealth
Financial freedom
We will help you establish a plan to achieve your goals and secure financial freedom.
Expert services
We specialise in strategic planning designed to achieve what is most important to you
Proven potential
Our advice has a real impact on our clients. See what our clients have to say.
Let us help you achieve your financial goals
We work with you to discover what is of utmost importance; tailoring your financial strategy to your unique financial and lifestyle goals.
Our advice aims to:
- Give you a consistent level of cash flow throughout your life
- Achieve all your short, medium and long term goals
- Manage the risks that can prevent you from achieving this.
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Superannuation Advice
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Retirement
Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money for the future
Investment
Strategy
Everyone has different needs and circumstances. Please contact us before you start putting your money into any form of investment.
Personal
Insurance
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right solution for you and your family.
Business Strategy Advice
An SMSF is one where you, as a trustee and member, have responsibility over the management, investment and admin of your super fund.
Taxation
Planning
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Estate
Planning
We’d all like to leave a legacy once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Our financial planning process
Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.
Our Financial Planning Process
Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.
Discovery Call
Let's have a quick chat to see how we can work together to help you achieve your goals.
Gather Data
We gather data about all aspects of your financial situation so we take a comprehensive look at your life and finances.
Financial Plan
We create a personalised financial plan that will serve as a roadmap towards your goals.
Implementation
We set your financial plan in action by implementing all your personalised strategies.
Support
There is no 'set and forget it' here. We stay in touch and review your plan based on major life changes or market factors.
Insights
The lost super pile keeps growing
There’s almost $18 billion of unclaimed superannuation. Here’s how to find it. When it comes to accumulated retirement savings, many…
Save for an emergency fund
An emergency fund is money you save to cover urgent or unexpected costs. This could be car repairs, unexpected travel…
Keeping records of shares and units
Records you need to keep When you sell your shares in companies or units in managed funds, most of the…
Transfer from a foreign super fund to an Australian super fund
Overview Money you transfer from a foreign super fund to a complying Australian super fund may: count towards you super…
What insurance do you need when buying a house?
When getting ready to buy property, there are many things to keep track of as settlement approaches. An important consideration…
Avoiding sales pressure
Salespeople and advertisers use tactics to pressure you to buy a product or sign up to a service. Knowing their…
What our clients say
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