About Us

Keystone Wealth is a national financial planning firm specialising in wealth creation, self-managed superannuation funds, separately managed accounts (SMAs), risk protection, retirement planning, taxation planning, estate planning, defined benefit superannuation, business advice and debt management.

With offices located in Canberra and Sydney, we have a service offering extending across Australia and abroad.

We focus on your goals and provide an easy-to-understand strategic plan on how you can achieve them. Our advice is based on your whole financial situation and is always in your best interest.

Working with us is easy. The first thing we do is organise a meeting to gain an understanding of you and your goals. This provides you an opportunity to get to know us and find out how we can assist you.

Our advice establishes a framework for where you need to be and what you need to do each year to achieve your short, medium and long term goals. Our ongoing services ensures you and your plan stay on track and that you have the advice and support you require when things change.

We base our advice on what is most important to our clients’. This provides the foundation for quality, holistic and comprehensive advice that ultimately helps our clients to secure their financial and lifestyle objectives.

Our advice is:

• based on our clients’ whole financial situation
• always in our clients’ best interest
• focused on our clients’ needs, and
• transparent.