About Keys FP

FINANCIAL ADVISER
KeysFP Pty Ltd is a boutique financial planning practice that focuses on building lifelong relationships based on trust, respect and understanding. As a firm we are committed to providing an extremely high level of Financial Planning, Investment, Superannuation, Risk Protection and Self-Managed Super strategy services to our clients.

We have a dedicated team of support staff who believe in providing the most professional financial planning advice and services. Though based in Brisbane QLD, we provide highly personalised services to clients throughout Australia.

The principle of Keys FP, Phil Mason-Cox has over 20 years’ experience in the financial planning industry and has received a number of accolades over the years by becoming the Winner of the 2010 Best Practice SPAA Awards (SMSF Professionals’ Association of Australia), and was a National Finalist in 2009 – 2010 in the FPA Value of Advice Awards.

Phil Mason-Cox
FOUNDER, Keys FP
There I was, a certified financial planner trying to make a difference in an industry with a tarnished reputation because of a few “dodgy advisers”, who took advantage of peoples trust and lost their life savings.

The thing is, at the time I was working as a financial planner in an accountant’s office seeing the same cookie cutter strategies being provided to clients, with no regard for their personal circumstances.

The big problem was that consumer confidence was at an all-time low because of the Global Financial Crisis coupled with those advisers who were recommending high commission products – only to line their own back pockets, rather than focusing on the needs of the individual. That meant clients were losing money and financial planning advice was under scrutiny, which made some consumers think long and hard about whether they needed professional advice at all.

Then, as if by chance, something amazing happened…

I discovered the key to helping more clients in a professional way was not only about developing the right type of strategy, it was also about providing tailored cost effective solutions and structures that made it easier to manage.

Phil Mason-Cox
FOUNDER, Keys FP
There I was, a certified financial planner trying to make a difference in an industry with a tarnished reputation because of a few “dodgy advisers”, who took advantage of peoples trust and lost their life savings.

The thing is, at the time I was working as a financial planner in an accountant’s office seeing the same cookie cutter strategies being provided to clients, with no regard for their personal circumstances.

The big problem was that consumer confidence was at an all-time low because of the Global Financial Crisis coupled with those advisers who were recommending high commission products – only to line their own back pockets, rather than focusing on the needs of the individual. That meant clients were losing money and financial planning advice was under scrutiny, which made some consumers think long and hard about whether they needed professional advice at all.

Then, as if by chance, something amazing happened…

I discovered the key to helping more clients in a professional way was not only about developing the right type of strategy, it was also about providing tailored cost effective solutions and structures that made it easier to manage.

Instantly it became crystal clear to me how to provide more value to my clients was to establish a source of professional like-minded advice specialists, because I saw too many financial planning practitioners trying to provide advice in areas in which they had little or no capabilities.

My plan was to start and interview not only my known professional contacts at the time but also participants in the specialist advice gaps needed to help new and existing clients.

So I started creating a professional advice board with people who cared about the outcomes for the client rather than just collecting a fee. But we didn’t stop there.

We then created and started three distinct/separate services/entities for people who wanted specialist advice in areas such as Self-Managed Superannuation Funds, Financial Planning and Investment Management.

After that, we created a relationship with an Estate Planning Specialists to ensure that what was created would be protected and enhanced for the family members of the clients.

Building on that success, we decided to outsource the non-value added tasks so that we could concentrate on the front end experience with the clients to focus our energies for smart outcomes utilising our experience and expert services.

We call it “Specialist Services”.

With “Specialist Services” I can now provide a tailored solution with smart strategies, cost effective solutions, incorporating the right structure(s) with the right specialist for each advice component when needed. People who see us now feel that have a safe pair of hands who can shape their financial dreams with peace of mind that they have the right advice in the right areas from the right people who care.

And that’s why I’m so excited to share this with you so you can get these types of results too!

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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