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. Our integrated approach provides our clients with the confidence to ensure they are optimally positioned for financial well-being both today, and well into retirement. We strive to understand our clients so that
we can help them reach a unique balance between financial and lifestyle decisions. It is for that reason that we continuously work towards finding new ways to add value to our clients circumstances. 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 in recent 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.