Would you like help achieving your lifestyle and financial goals?

Benefits of working with Keystone Wealth

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.

Step 1

Step 2

Step 3

Step 4

Step 5

Discovery Call

Let’s have a quick chat so we can find out how we can work together to help you achieve your goals.

Gather Data

We gather data on 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 now put your financial plan in action by implementing all your personalised strategies.

Support

There is no ‘set and forget it’. We stay in touch and review your plan based on major life changes or market factors.

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.

Step 1

Discovery Call

Let's have a quick chat to see how we can work together to help you achieve your goals.

Step 1

Step 2

Gather Data

We gather data about all aspects of your financial situation so we take a comprehensive look at your life and finances.

Step 2

Step 3

Financial Plan

We create a personalised financial plan that will serve as a roadmap towards your goals.

Step 3

Step 4

Implementation

We set your financial plan in action by implementing all your personalised strategies.

Step 4

Step 5

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.

Step 5

Insights

Super contributions

19th November 2024

If you’re employed, your employer should be paying a percentage of your earnings into your super account. It’s worth checking…

From clutter to cash

19th November 2024

Have you ever looked around your place and wondered how much cash is sitting in those old clothes you never…

A rear-vision roadmap to greater retirement heights

19th November 2024

Future investment returns are unknown, but past returns are a guide for retirement. If you’re a member of a superannuation…

Are you an impulsive spender?

12th November 2024

Characteristics of impulsive spenders A ‘money mindset’ is a way of thinking about personal finance. Your money mindset can change…

Weighing up the Age Pension and the assets test

12th November 2024

Why having less super isn’t necessarily a financial sweet spot for retirees. Millions of Australians aged 67 and over have…

Adding bonds to your investment mix

12th November 2024

Bonds can play an important role in investment portfolios, but what exactly are they, what are their benefits, and how…

What our clients say

We have always found that Keystone Wealth provides excellent financial advice. They are “Advisors” in every sense of that word. They are not sales motivated but are genuinely focused on what will work in our best interest. Their proactive approach to financial planning has already put us in a much stronger position. We feel that they are a firm we can completely trust, and therefore have no problem in recommending them to friends or colleagues.

I asked Keystone Wealth to become our Financial Planning provider when I was looking for new insurance cover. The adviser asked a lot of questions to understand our needs, took time to research the best possible cover for my family and explained all of the technical detail I needed to make a decision. When it came time to look at our investments, going to Keystone Wealth was a “no-brainer”. I knew that we could trust them to look out for the needs of our family. I recommend Keystone Wealth to my friends and family often and feel very lucky to have them looking after my family’s future.

Wishing to realise the benefits of long term planning for retirement and little time to self manage a tailored financial portfolio, I turned to Keystone Wealth for advice. The team at Keystone Wealth provided a structure and tailored approach to achieve long term retirement goals. It has been a pleasure dealing with the team throughout the process and I look forward to the long term relationship that will achieve my retirement goals.When it came time to look at our investments, going to Keystone Wealth was a “no-brainer”. I knew that we could trust them to look out for the needs of our family. I recommend Keystone Wealth to my friends and family often and feel very lucky to have them looking after my family’s future.

I have found Keystone Wealth to be extremely professional in how they go about their business. They have not only accurately advised me on a range of financials solutions, but have also taken the time to explain ‘why’ by putting their advice in context. This has allowed me to make large financial decisions with an accurate and confident mindset. My relationship with Keystone Wealth has allowed my personal and business wealth to grow in a safe manner. Put simply, I would not be in the financial position I am in today, without the assistance/advice of Keystone Wealth.

Would you like help achieving your lifestyle and financial goals?

Benefits of working with Keystone Wealth

Financial freedom

Expert services

Proven potential

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.

What we do

We develop tailored step-by-step financial strategies and help you make informed decisions about your money.

Our financial planning process

Discovery Call

Gather Data

Financial Plan

Implementation

Support

Our Financial Planning Process

Discovery Call

Gather Data

Financial Plan

Implementation

Support

Insights

What our clients say

Get in touch

Contact Details

Site pages

Insights

Legals

Download the Guide

Jane Brown

Head Accountant