About WealthKey

At WealthKey, we help our clients to make smart choices about their money so they can create better futures for themselves and their families.

We understand that every client has a unique situation and needs. Our role is to help you make well-informed decisions about your investments, debt reduction, retirement plans and personal finances.

Our investment strategies aim to optimise returns and lower volatility. We are affiliated with many of the country’s leading investment management firms. These firms execute the investment strategies that we design for you. This alliance allows WealthKey advisors to provide comprehensive performance reports, detailed tax information and high levels of advice and service at a reasonable cost.

Our clients are primarily business owners, self employed professionals, key corporate employees and well-off retirees. They are prudent investors with a portfolio size ranging from $200,000 to more than $1,500,000.

While each of our clients is unique, they all have one thing in common; they want quality financial and investment advice from experienced professionals. Our clients look to WealthKey to preserve their capital and provide real growth after taxes and inflation. They have worked hard for their money and want us to help protect and enhance their financial security.

Our Approach

When you start working with WealthKey, we become your Personal Chief Financial Officer. We have the knowledge, resources and people to coordinate all of your financial and investment affairs. WealthKey has developed strategic alliances with key professionals who can handle your estate planning, tax planning and lending solutions. We believe the synergy created by professionals working together as a team is much greater than you could receive by working with any one of us individually.

Our approach is different from most other financial professionals – we are a fee-for-service-company. We believe that the out-of-date commission system is actually an obstacle to conscientious advisors because it stresses transactions, which are not always in your best interest.

Our fees are based on your specific requirements. After an initial no-obligation meeting, we will outline any applicable fees and seek your commitment prior to embarking on any work.

Because of our fee structure – which varies depending on portfolio size, type of assets, management style, and your needs – our interests are aligned with yours. When you prosper, we prosper. But when you suffer, we suffer too.

Our Investment Process

Before we begin developing your investment strategy, we take time to understand your unique situation and goals. We assess your investment assets, income, age, aspirations, and investment preferences and risk tolerance.

Then, we develop a unique Investment Strategy Paper – a blueprint that guides us as we allocate your assets and manage your investments over time. Asset allocation is the process of segmenting investment portfolios into different investment categories. We use a scientifically-based process that maximises your expected return for a specific level of risk.

But our interest in your success doesn’t stop there. Once your strategy is established, we carefully monitor its progress, providing you with regular reports that summarise your portfolio activity. We make periodic adjustments to ensure that our strategies stay on track with your goals.

For further information please click on our financial services & credit guide at the bottom of this page.

WealthKey in the Community

We are proud to perform the following work to support our community:

• Pro bono work referred to us by the Cancer Council of NSW
• We work with our local business community to foster small to medium enterprises in our local area
• Various other pro bono work as time and opportunity allows