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
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Granny flats: tax traps and tips
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You may be owed money. Here’s how to check
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Retiring with debt? Experts explain downsizing, using super for your mortgage, and pension eligibility
About 36% of homeowners still have a mortgage when they retire, up from 23% a decade ago. This increase in…
Selling your investment property? Watch out for tax
If you are considering disposing of a property, it’s important to understand the implications so that there are no surprises…
Crypto assets
Crypto-assets (crypto) include assets described as coins, tokens or sometimes cryptocurrencies. They digitally represent your ownership of a valuable thing…
