Get The Keys To

YOUR FINANCIAL STABILITY

With Brisbane’s Most Trusted Financial Advisory Team

Keys FP can help you develop simple strategies to help you manage your money with more confidence and all without being charged through the nose in fees. Lets us show you how to protect, grow and fund the lifestyle you deserve using simple, cost effective smart strategies.
The Keys 2 SMSF Administration Service delivers a cost-effective solution for investors wishing to have complete control and flexibility though their own Self Managed Super Fund. Let us show you how to Stress Less about Your Superannuation and Maximise Your Retirement Savings.
Keys 4 Wealth is a Managed Discretionary Account Service [MDA] That allows investors to maximise their Income, preserve their capital and enhance their portfolios’ Capital Growth. Let us help you track and monitor your Investments so you don’t have to.
WHY CHOOSE US

Our integrated approach focuses on 3 core components that show you WHY you need advice, HOW you can protect, grow and fund your lifestyle and WHAT you should be focused on in order to meet your needs today and in the future.

Financial planning is about living your best life possible and securing wealth for the next generation.

WHY Get Advice

Developing a relationship with a financial planner you can trust will help you avoid risky mistakes as well as save you time and money.

HOW To Build and Grow Your Wealth

We can teach you simple actionable strategies to structure your investments correctly, maximise your returns, minimise you tax and lower your fees

WHAT Creates Stability

Life is about people not money, together we can implement effective strategies to help you protect what you have, build a solid foundation, plan for the future and fund a happy and stress free retirement.

WHY Get Advice

Developing a relationship with a financial planner you can trust will help you avoid risky mistakes as well as save you time and money.

HOW To Build and Grow Your Wealth

We can teach you simple actionable strategies to structure your investments correctly, maximise your returns, minimise you tax and lower your fees

WHAT Creates Stability

Life is about people not money, together we can implement effective strategies to help you protect what you have, build a solid foundation, plan for the future and fund a happy and stress free retirement.

Financial planning is about living your best life possible and securing wealth for the next generation.

Key Strategies to Help You Manage YOUR Money With More Confidence Without Being Charged Through The Nose In Fees!
OUR RELATIONSHIP PROMISE
Understand     01

We promise to understand your situation and listen to your feedback, to keep you informed and only ever be a phone call away if and when you need us.

Uphold              03
We promise to continue to uphold the industry code of ethics and maintain an honest and professional business relationship with you.
02       Deliver
We promise to always deliver friendly caring service and to be proactive about your situation to ensure you always know exactly what to expect from us.
04       Commit
We promise to commit our knowledge and resources to the achievement of your financial goals and regularly review your financial situation (at intervals that best suit you).
Understand     01
We promise to understand to your situation and listen to your feedback, to keep you informed and only ever be a phone call away if and when you need us.
02       Deliver
We promise to always deliver friendly caring service and to be proactive about your situation to ensure you always know exactly what to expect from us.
Uphold              03
We promise to continue to uphold the industry code of ethics and maintain an honest and professional business relationship with you.
04        Commit
We promise to commit our knowledge and resources to the achievement of your financial goals and regularly review your financial situation (at intervals that best suit you).
MEMBERSHIPS
WHAT OUR CLIENTS SAY
“Phil assisted us in implementing an accumulation strategy that will create wealth and secure our financial needs. We found the process with Keys FP to be educational and enlightening. As a consequence we were put in a position to understand our financial options to make sound financial choices. Keys FP also delighted us with their service by taking care of the paperwork burden which saved us time and stress from our busy lifestyle. We look forward to working with Keys FP and Phil as our financial coach. Thank you Keys FP”

Mark & Joanna H

(Aged 31 & 28)

Research Accountant & Doctor

“Leading into retirement our anxieties were high with transitioning from the security of a regular income and against the backdrop of market fluctuations.  Our retirement expectations since have been exceed with Phil’s delivery of a strategy which gave us flexibility, and a tax free retirement income stream. Phil and the team at Keys FP put in place a plan to minimise our investment risk and took the financial worry out of our retirement lifestyle. We have since travelled extensively in the knowledge that our retirement is with a safe pair of hands at Keys FP.”

Mal & Adele P

(aged 64)

Retirees

“We were recommended by our accountant to speak with Phil Mason-Cox about our superannuation.  Consequently we commenced a self-managed superannuation fund and are now in control of our investment decisions and retirement destiny.  The strategy presented by Phil has been invaluable and surpassed our expectations. We feel that the combined attributes of the accounting and financial planning advice has complemented the needs of our business and personal financial objectives. This had made a real difference.”

David & Jenny M

(Aged 45 & 41)

Small Business Owners

EXPLORE OUR KNOWLEDGE CENTRE

Protect, Grow And Fund The Lifestyle You Deserve Using Simple, Cost Effect Smart Strategies

Protect, Grow And Fund The Lifestyle You Deserve Using Simple, Cost Effect Smart Strategies

Site Links

Contact Details

   1300 539 539

   (07) 3839 4649

   admin@keysfp.com

   Level 23, 127 Creek Street, Brisbane

   GPO Box 1539 Brisbane

Site Links

Contact Details

   1300 539 539

   (07) 3839 4649

   admin@keysfp.com

   Level 23, 127 Creek Street, Brisbane

   GPO Box 1539 Brisbane

Your Adviser may offer you services through Keys FP Pty Ltd and Keys2SMSF which are each separate businesses. Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide.

Disclosure statement: Phil Mason-Cox (the principal and founding member of Keys FP Pty Ltd in Brisbane) is an Authorised Representative of Keys Licensee Pty Ltd a privately owned financial services organisation which supports choice and opportunity for our clients. Keys FP Pty Ltd (Authorised Representative No 250140) is a Corporate Authorised Representative of Keys Licensee Pty Ltd. Keys Licensee Pty Ltd holds an Australian Financial Services Licensee, Licensee number 523830 of Level 23, 127 Creek Street, Brisbane Qld 4000. Download our Financial Services Guide hereDisclaimer and terms of use: This news publication contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs. Keys FP Pty Ltd does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. Except insofar as any liability under statute cannot be excluded, Keys Licensee Pty Ltd, its employees do not accept any liability for any error or omission on this web site or for any resulting loss or damage suffered by the recipient or any other person.

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