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Gain Low Cost Exposure To All The Benefits Of A Directly Owned [Well Diversified] Portfolio … Without The Stress of Choosing Assets That May Not Perform, And The Expense of Dealing With Numerous Investment Managers

Keys FP can help you develop simple strategies to help you manage your money with more confidence and all without being charged through the nose in fees. Lets us show you how to protect, grow and fund the lifestyle you deserve using simple, cost effective smart strategies.

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.

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.  

What is an MDA?

– And How Can It Help Me

 

A ‘Managed Account’ is a portfolio of assets that are owned beneficially by you as the investor, and managed by an Investment Manager (Keys 4 Wealth) in line with an agreed investment strategy.

Managed Discretionary Accounts (MDA’s) represents a new way to invest and are ideal for a range of different entities including Self-Managed Super Funds (SMSF’s), Trusts, Companies, Joint, Individual and Personal Super Account Types

Why Choose The Keys 4 Wealth MDA

Built from the ground up to perform, the Keys 4 Wealth MDA delivers a cost-effective solution for investors wishing to gain exposure to shares, managed funds, exchange traded funds, bonds, fixed income, term deposits and other selected investments… without having to hire individual stock brokers and private investment managers.

Take advantage of a variety of professionally managed investment models via an easy to navigate administration system that enables you to track your portfolio in real time, and monitor your legal and tax obligations so you don’t have to.

Access These Time Saving, Stress Free and Safe To Use Benefits:

●  Quick and Easy Set Up
●  Easy To Navigate Administration Platform
●  Wide Choice Of Professionally Managed Investment Options
●  Industry Comparable Fee Structures
●  Easy Fee Pay Options For Tax, ASIC and Accounting
●  Fast Transfer of Funds
●  24/7 Online Access
●  Overseen By An Industry Leading Investment Committee
●  Quarterly Investment and Performance Reporting

Maximise Income, Preserve Capital And Enhance Capital Growth. We Monitor Your Investments … So You Don’t Have To

Remove yourself from the day-to-day investment decisions that are necessary to run a successful portfolio in today’s volatile markets, by letting The Keys 4 Wealth Executive Investment Committee do the heavy lifting for you. With over 80 Years of cumulative experience in financial services and domestic and international investment markets we’ve got you covered.

The Keys 4 Wealth Investment Committee Is Made Up Of

Phil Mason-Cox

Phil Mason-Cox is Executive Director of Keys FP Pty Ltd, and has more than 20 years experience in the financial services industry. During his career Phil has worked with organizations’ such as GIO, Perpetual Trustees, Citicorp Group and Hayes Knight accounting group in Queensland.

His time with both the Citicorp Group and GIO was focused towards providing advice on reducing personal and business risk issues for a range of clients. He was responsible for the advice on personal financial wealth solutions to Small and Medium Sized Enterprises (SME’s).

As the Gold Coast regional manager for Perpetual Trustees, Phil was responsible for Estate Planning advice to wealthy individuals. He was involved in the creation of charitable trusts for philanthropic purposes as well as advice on the minimisation of taxation for the beneficiaries of clients.

Phil was an equity partner who established and operated for 10 years the highly successful financial planning division within the Hayes Knight Brisbane accounting group. In January 2011, Phil purchased the remaining 50% equity in Hayes Knight Financial Planning and re-branded his advice offer to Keys FP Pty Ltd.

Phil provides advice to high net worth individuals, people running SME’s and retirees on areas such as:

● Strategic Choices
● Structures (i.e. Trusts, Self Managed Superannuation Funds, PPF’s)
● Personal Estate Planning & Business Succession Planning
● Risk Management

Phil interacts with other professionals on a regular basis such as accountants, solicitors and stock brokers to deliver tangible client advice solutions.

Phil holds a Bachelor of Business (Accounting) Degree, Diploma of Financial Planning, is a Certified Financial Planner (CFP) & is a registered tax agent. He is a member of the Financial Planning Association (FPA) and was in 2011 bestowed with the FPA’s Fellow award. Phil has been accredited as a specialist with the SMSF (Self Managed Super Fund) Association and is an ASX recognised adviser.

Phil was recognised as one of the top three financial advisers in Australia as a finalist in the FPA’s Value of Advice awards 2009 (Post Retirement and Management category), 2010 (Pre-retirement category) and won the SMSF Association’s best practice award in Australia for SMSF advice in 2010.

His interests include sport and reading. You can contact Phil on (1300) 539 539 or by e-mail phil@key4wealth.com.au

Leo Senese

Manager

Leo has been working in investment management, banking and finance since 1992. During this time Leo has advised professional superannuation fund managers, boutique fund managers, local government bodies, government departments, major and regional banks, credit unions, building societies, universities, religious organisations, charities and high net worth individuals.

Prior to joining Morgans, Leo was employed with Goldman Sachs JBWere (GSJBW) for 3.5 years where he specialised in servicing high net worth individuals and the financial planning industry in hybrids (ASX listed fixed interest securities) and equities.

Prior to GSJBW, Leo spent 7.5 years at Westpac Institutional Bank with roles including Fixed Interest and Interest Rate Derivatives, Foreign Exchange, FX Options and derivatives, commercial and corporate banking. Leo was responsible for developing a client base, consisting of institutional and corporate clients advising in all facets of risk management and investment opportunities.

Oliver Trusler

Investment Director & Partner, Research IP

 

With over 20 years’ experience in the investment management industry in London and Sydney, Oliver provides investment consulting and research services to the financial services industry and chair of investment committees.

 Oliver gained a wide variety of investment experience working for global fund managers, previously working as the Investment Director at Schroders, a global asset manager, based in Sydney for 11 years.  Prior to this appointment Oliver worked for Fidelity Investments for 9 years in both Sydney and London.

 Oliver is qualified as a Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA), hold the Diploma in Financial Planning (DFP) and hold a Bachelor of Science with honours from Exeter University in the UK.

 Oliver was one of the founding members of Chances (formerly Noosa Chances before going national) a charity focussed on supporting talented young people that face financial barriers.

 In Oliver’s spare time, typically with one of his five children, he loves to enjoy the beach or get out on the trails.

The Keys 4 Wealth Investment Committee Is Made Up Of

Phil Mason-Cox

Phil Mason-Cox is Executive Director of Keys FP Pty Ltd, and has more than 20 years experience in the financial services industry. During his career Phil has worked with organizations’ such as GIO, Perpetual Trustees, Citicorp Group and Hayes Knight accounting group in Queensland.

His time with both the Citicorp Group and GIO was focused towards providing advice on reducing personal and business risk issues for a range of clients. He was responsible for the advice on personal financial wealth solutions to Small and Medium Sized Enterprises (SME’s).

As the Gold Coast regional manager for Perpetual Trustees, Phil was responsible for Estate Planning advice to wealthy individuals. He was involved in the creation of charitable trusts for philanthropic purposes as well as advice on the minimisation of taxation for the beneficiaries of clients.

Phil was an equity partner who established and operated for 10 years the highly successful financial planning division within the Hayes Knight Brisbane accounting group. In January 2011, Phil purchased the remaining 50% equity in Hayes Knight Financial Planning and re-branded his advice offer to Keys FP Pty Ltd.

Phil provides advice to high net worth individuals, people running SME’s and retirees on areas such as:

● Strategic Choices
● Structures (i.e. Trusts, Self Managed Superannuation Funds, PPF’s)
● Personal Estate Planning & Business Succession Planning
● Risk Management

Phil interacts with other professionals on a regular basis such as accountants, solicitors and stock brokers to deliver tangible client advice solutions.

Phil holds a Bachelor of Business (Accounting) Degree, Diploma of Financial Planning, is a Certified Financial Planner (CFP) & is a registered tax agent. He is a member of the Financial Planning Association (FPA) and was in 2011 bestowed with the FPA’s Fellow award. Phil has been accredited as a specialist with the SMSF (Self Managed Super Fund) Association and is an ASX recognised adviser.

Phil was recognised as one of the top three financial advisers in Australia as a finalist in the FPA’s Value of Advice awards 2009 (Post Retirement and Management category), 2010 (Pre-retirement category) and won the SMSF Association’s best practice award in Australia for SMSF advice in 2010.

His interests include sport and reading. You can contact Phil on (1300) 539 539 or by e-mail phil@key4wealth.com.au

Leo Sanese

Manager

Leo has been working in investment management, banking and finance since 1992. During this time Leo has advised professional superannuation fund managers, boutique fund managers, local government bodies, government departments, major and regional banks, credit unions, building societies, universities, religious organisations, charities and high net worth individuals.

Prior to joining Morgans, Leo was employed with Goldman Sachs JBWere (GSJBW) for 3.5 years where he specialised in servicing high net worth individuals and the financial planning industry in hybrids (ASX listed fixed interest securities) and equities.

Prior to GSJBW, Leo spent 7.5 years at Westpac Institutional Bank with roles including Fixed Interest and Interest Rate Derivatives, Foreign Exchange, FX Options and derivatives, commercial and corporate banking. Leo was responsible for developing a client base, consisting of institutional and corporate clients advising in all facets of risk management and investment opportunities.

Greg Hunter

Principal & Managing Director, Hunter Green

 

After starting his career with large financial services institutions AMP & Permanent Trustees in Sydney , Greg moved to financial advising in 1988 and then provided Personal Financial Advice for over 24 years. He operated under his own Australian Financial Services Licence from 2000. He sold his client base in early 2012 to focus on providing a new kind of adviser centric dealer group, run by advisers for advisers, with no hidden agendas.

Hunter Green provides licensing solutions to strategically focused professional advisers and accountants. Greg is responsible for adviser recruitment, training and monitoring their compliance with financial services law.

Since 2016 he has also chaired the Keys 4 Wealth Investment Committee, providing investment management services to an MDA operated by Managed Accounts.

Over the past 20 years he also served on committees of the Financial Planning Association, SMSF Professionals Association (secretary Queensland Chapter) and Boutique Financial Planning Principals Group (as Secretary for 5 years, retiring in 20)

Invest Into A Service That Is NOT Owned By A Bank Or Insurance Company,  Is Easy To Use And Is Designed To Maximise Efficiency And Overall Returns For You

Phil Mason-Cox is Authorised Representative No 249855 and Keys 4 Wealth Pty Ltd is a Corporate Authorised Representative of Keys Licensee Pty Ltd Australian Financial Services License Number 523830

Keys 4 Wealth does not provide personal advice to retail clients. Please click here should you require personal advice.

Site Links

Contact Details

   1300 539 539

   (07) 3839 4649

   phil@keys4Wealth.com.au

   Level 23, 127 Creek Street, Brisbane

   GPO Box 1539 Brisbane

Keys 4 Wealth Pty Ltd is a Corporate Authorised Representative of Keys Licensee Pty Ltd Australian Financial Services License Number 523830

Keys 4 Wealth does not provide personal advice to retail clients. Please click here should you require personal advice

Site Links

Contact Details

   1300 539 539

   (07) 3839 4649

   phil@keys4Wealth.com.au

   Level 23, 127 Creek Street, Brisbane

   GPO Box 1539 Brisbane

Copyright © 2018 Keys 4 Wealth. All Rights Reserved