Financial Keys
14 Martin Place, Sydney NSW 2000
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
14 Martin Place, Sydney NSW 2000, Australia
About the Business
Welcome to Financial Keys, an establishment located in Sydney, Australia. Situated in the heart of Martin Place, our institution is dedicated to providing exceptional financial services to our clients. As a point of interest, we pride ourselves on developing lasting relationships with our clients, understanding their unique needs and crafting personalized financial strategies.
At Financial Keys, we understand that our clients want to grow and safeguard their wealth without worry. That's why we go above and beyond the average financial adviser. We believe that tax planning involves more than just filling out a tax return, estate planning is more than having a Will, and remuneration is more than just a salary.
One of the foundations of a successful financial plan is insurance. It provides peace of mind, ensuring that you are protecting your earning capacity and the needs of your family. We recognize the importance of insurance in securing your current and future income.
Our expertise extends to advising some of Australia's largest and most respected corporate superannuation strategies. This is a testament to the objective nature of our advice and the consultative manner in which we handle relationships.
In terms of the Australian equity market, the recent financial year saw a return of ( 14.8%). However, there were ups and downs along the way. The market started and ended the June quarter positively, with a slight bump in May due to an unexpected rate increase. However, momentum shifted to the downside as further rate hikes and concerns about the US debt ceiling took their toll.
As we approach the end of another financial year, we want to remind you about income distributions. January produced a stellar return ( 6.23%), but rising interest rates started to impact sentiment as the quarter progressed. Although the quarter ended in positive territory ( 3.46%), the final two months saw a combined decrease (-2.60%).
If you're looking for financial guidance and advice, Financial Keys is here to help. Located on Level 10, Suite 10.01, 14 Martin Place, Sydney, NSW 2000, Australia, our institution is ready to assist you. Financial Keys Pty Ltd (ABN 71 089 066 955) trades as Financial Keys Corporate Authorised Representative of Financial Keys Advice Pty Ltd (ABN: 70 626 699 607 | AFSL: 509 930). Contact us today to start your journey towards financial success and "wealth without worry".
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