{"id":26646,"date":"2023-02-21T06:24:28","date_gmt":"2023-02-21T06:24:28","guid":{"rendered":"https:\/\/keysfp.com\/potofgold\/?page_id=26646"},"modified":"2023-10-06T10:37:14","modified_gmt":"2023-10-06T10:37:14","slug":"home","status":"publish","type":"page","link":"https:\/\/keysfp.com\/potofgold\/","title":{"rendered":"HOME"},"content":{"rendered":"\n\n\t

Get the Keys
\nto Freedom and Financial Stability
\nin YOUR<\/strong> Lifestyle Journey<\/h2>\n\t

We are a trusted financial advisory team that works for YOU<\/strong><\/h2>\n\t\t\t\n\t\t\t\t\t\t\tBook your complimentary wealth review\n\t\t\t\t\t<\/a>\n

\n\t\tWHO WE HELP\n\t<\/h2>\n\t

With over 30 years’ experience we work primarily with professionals, high net worth individuals\/families, pre and post retirees looking for tailored financial advice.<\/p>\n\t

Here are 5 reasons our clients work with us:<\/h3>\n\t\t\t1. Our clients feel more comfortable with their money <\/a>\n\t\t\t\t\t\t\tExpand<\/i><\/a>\n\t\t

Our clients feel more comfortable with their money to make smarter decisions as we bring insight & objectivity through education so “you can make the right choices at the right time.”<\/p>\n

This diminishes the feeling of being vulnerable by giving you confidence and security over your future.<\/p>\n\t\t\t2. Partnering with you and your professionals <\/a>\n\t\t\t\t\t\t\tExpand<\/i><\/a>\n\t\t

Partnering with you and your professionals (such as your accountant, lawyer etc) to drive the strategic actions to reach your goals.<\/p>\n

When our clients are faced with life transitions, we are proactive and nimble to help find a co-ordinated solution that provides “peace of mind.”<\/p>\n\t\t\t3. Objective support and behavioural guidance<\/a>\n\t\t\t\t\t\t\tExpand<\/i><\/a>\n\t\t

With objective support and behavioural guidance our clients tend to avoid emotionally driven decisions.<\/p>\n

We develop a deep personal understanding of your needs and utilise our research and experience to help provide focus with clarity for your decisions.<\/p>\n\t\t\t4. Accountability in our relationship to keep track of your progress<\/a>\n\t\t\t\t\t\t\tExpand<\/i><\/a>\n\t\t

There is accountability in our relationship to keep track of your progress towards your life goals and ensure there is a continued value of exchange in the advice offer.<\/p>\n

Importantly we look to help save you time and money while building your legacy.<\/p>\n\t\t\t5. We help you live your best life possible<\/a>\n\t\t\t\t\t\t\tExpand<\/i><\/a>\n\t\t

Continuous improvement in how we help you live your best life possible, so you always have the feeling that you are with a safe pair of hands throughout your journey.<\/p>\n

Together we celebrate the emotions that money invokes such as achieving financial independence, funding for your children’s university education and so on….<\/p>\n\t\t\t\t\"KeysFP_0002_Generations\"\n\t\t\t\t\"KeysFP-FAVicon\"\n

\n\t\tABOUT US\n\t<\/h2>\n\t\n\n

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.<\/p>\n

\n\t\tWHY WE EXIST\n\t<\/h2>\n\t\t\tWHY Get Advice\n\t\t

<\/h4>\n\t\t\t

Developing a relationship with a financial planner you can trust will help you avoid risky mistakes as well as save you time and money.<\/p>\t\t\n\t\t\tHOW To Build and Grow Your Wealth\n\t\t

<\/h4>\n\t\t\t

We can teach you simple actionable strategies to structure your investments correctly, maximise your returns and minimise your tax.<\/p>\t\t\n\t\t\tWHAT Creates Stability\n\t\t

<\/h4>\n\t\t\t

Life is about people not money. Together we can implement the right financial structures with effective strategies to help you protect what you have, build a solid foundation, for a confident and comfortable future.<\/p>\t\t\n

\n\t\tOUR ADVICE OFFER TO YOU\n\t<\/h2>\n\t\t\t\n\t\t

RISK
PROTECTION<\/h3>\n\t\t\t\t\t

Protect yourself, your family and your business.<\/p>\t\t\t\t\n\t\t<\/a>\n\t\t\t\n\t\t

SUPER
SOLUTIONS<\/h3>\n\t\t\t\t\t

We can help make your retirement goals and dreams come true<\/p>\t\t\t\t\n\t\t<\/a>\n\t\t\t\n\t\t

WEALTH
CREATION<\/h3>\n\t\t\t\t\t

Would you like your hard-earned money to work harder for you?<\/p>\t\t\t\t\n\t\t<\/a>\n\t\t\t\n\t\t

RETIREMENT
PLANNING<\/h3>\n\t\t\t\t\t

When you retire you have so many decisions to make and … they’re literally life altering!<\/p>\t\t\t\t\n\t\t<\/a>\n\t\t\t\n\t\t

ESTATE
PLANNING<\/h3>\n\t\t\t\t\t

Most People think Estate Planning doesn’t apply to them. This statement couldn’t be further from the truth.<\/p>\t\t\t\t\n\t\t<\/a>\n\t\t\t\n\t\t

WEALTH
STRUCTURING<\/h3>\n\t\t\t\t\t

Utilising structures such as Self Managed Superannuation Funds, Family Trusts, Companies, Investments\/Unit Trust as possible ownership vehicles.<\/p>\t\t\t\t\n\t\t<\/a>\n

\n\t\tBRINGING IT ALL TOGETHER\n\t<\/h2>\n\t

You can decide how much or how little from our range of services that will help you obtain peace of mind in reaching your lifestyle goals.<\/h3>\n\t\t\t\t\t\t\t\"blurb-keysfp\"\n\t\t

<\/h4>\n\t\t\t

Keys FP can help you develop simple strategies to manage your money with more confidence. Let’s show you how to protect, grow and fund the lifestyle you deserve using simple, cost effective smart strategies.<\/p>\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\"keys2smsf-logo-white\"\n\t\t\t\t\t\t<\/a>\n\t\t

<\/h4>\n\t\t\t

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.<\/p>\t\t\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\tREAD MORE\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\"keys4weath-logo-white\"\n\t\t\t\t\t\t<\/a>\n\t\t

<\/h4>\n\t\t\t

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.<\/p>\t\t\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\tREAD MORE\t\t\t\t\t\t\t\t\t<\/a>\n

\n\t\tYOUR ADVISER\n\t<\/h2>\n \"image-3\"\n\t\t

Phil Mason-Cox<\/h4>\n \t\t \tDirector & Certified Financial Planner\n\t\t\t\n\t\t\t\t\t\t\tBook your complimentary wealth review\n\t\t\t\t\t<\/a>\n\t

People who see us now feel that their goals are in a safe pair of hands and feel confident that we can help shape their financial dreams.<\/p>\n

Our clients have peace of mind that they have the right advice, in the right areas, from the right people who care.<\/p>\n

…and that’s why I’m so excited to share my knowledge and experience with my clients. Because I know our advice business can make a difference.<\/p><\/blockquote>\n\t\t\n\t\t\n\t\t\t\t\t<\/a>\n\t\t\n\t\t\n\t\t\t\t\t<\/a>\n\t\t\n\t\t\n\t\t\t\t\t<\/a>\n\t\t\n\t\t\n\t\t\t\t\t<\/a>\n\t\t\t\n\t\t\t\t\t\t\tClient testimonials\n\t\t\t\t\t<\/a>\n

\n\t\tARTICLES & EDUCATION\n\t<\/h2>\n\t

Latest<\/a>
\nNews<\/h4>\n\t

TED Talks<\/a>
\nand Video<\/h4>\n\t

Our Blog<\/a><\/h4>\n\t

Cashflow<\/a><\/h4>\n\t

Insurance<\/a><\/h4>\n\t

Retirement<\/a><\/h4>\n\t

Aged<\/a>
\nCare<\/h4>\n\n","protected":false},"excerpt":{"rendered":"

Get the Keys to Freedom and Financial Stability in YOUR Lifestyle Journey We are a trusted financial advisory team that works for YOU Book your complimentary wealth review WHO WE HELP With over 30 years’ experience we work primarily with professionals, high net worth individuals\/families, pre and post retirees looking for tailored financial advice. Here…<\/p>\n","protected":false},"author":5,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"\nHOME - KeysFP<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/keysfp.com\/potofgold\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"HOME - KeysFP\" \/>\n<meta property=\"og:description\" content=\"Get the Keys to Freedom and Financial Stability in YOUR Lifestyle Journey We are a trusted financial advisory team that works for YOU Book your complimentary wealth review WHO WE HELP With over 30 years’ experience we work primarily with professionals, high net worth individuals\/families, pre and post retirees looking for tailored financial advice. 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