Our Services

Our comprehensive financial planning offering will simplify your life and enable you to rest easy, knowing that you’re on track for success. We work with individuals to plan for their future, help them avoid costly mistakes, allowing them to thrive in their careers and in retirement.

What are your life goals?

We want to hear your story and work with you to make dreams become realities.

Simplify your financial life
Organize your financial affairs
Accomplish your goals and realize your dreams
Minimise taxes and retain more of what you earn
Eradicate financial worry
Maximize investment returns for your level of risk
Protect your family against injury, sickness, or pre-mature death
Protect your assets

There is no time like the present to take charge of your financial future by making the necessary planning decisions today.

We offer you advice based on your entire financial situation including your life goals, target retirement age, tax implications, level of risk and other intangible factors. We believe this is the only way to give you the best advice for your unique situation.

We have no products to sell, our only concern is providing you with the best advice today and ensuring it remains appropriate to your circumstances.

Finally, we want to build a relationship with you. We believe that we can provide the best service to you by getting to know you and your dreams. By offering you a comprehensive financial planning service, we are aware of your entire situation so when an unforeseen need or crisis arises, we’ll be there to help you weather the storm.


Key Financial Planning offers a range of services tailored to your needs:


Starting your journey
Need initial advice
No ongoing advice required
Reviews not needed


The journey has already started
Initial advice required
Annual financial check-up
Investments/products reviewed annually


Journey well underway
Planning to / or using your assets to achieve your lifestyle
Ongoing reviews required
Investments / products reviewed on a continued basis
Provide clarity on your financial future


Add the items that you want to the ‘skeleton’
Tailored to your needs
Complex requirements

Unlock your financial freedom

We understand that your time is more precious and valuable. The best way to predict your future is to plan for it. At Key Financial Planning, we will give you clarity on how to spend your time allowing you to achieve your lifelong aspirations.

Unlock your financial freedom. Get started today.