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.

Grahame and Tricia Bell

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.

Cholena and Michael Orr

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.

Georg Bockwinkel

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.

Andrew Copley

We look forward to working with you to achieve your goals.