Keystone Financial Strategists | Rockhampton | QLD

Financial planning and advice for a reliable future

Protect yourself, your family and your business

Keystone Financial Strategists provides local expertise for each stage of life

Local and
knowledgable

For nearly 30 years, we’ve helped clients secure a reliable future for themselves, their family and their business. Our experts in financial planning and advice service clients locally in Rockhampton as well as across the rest of Queensland and Australia. We’re proud of our community and actively support community-wide events and local organisations.

ABOUT US

Financial advice
and planning

By offering both financial advice and planning services, we can work with you to
create your long-term financial plan, helping you to achieve your and your family’s goals and objectives. Our expert advisors will take into account your specific circumstances, goals, assets, capabilities, insurances and beyond to advise and plan your path to future financial security.

ADVICE & PLANNING

Get your free consultation and quote

Starting your financial planning journey can be overwhelming. That’s why we encourage you to come in and discuss your situation. We’ll explain how our financial planning services can work for you, so you can make an informed decision. We want you to get the value and customer service you deserve. Start your financial security journey with Keystone Financial Strategists today.

We pride ourselves on our exceptional value, unparalleled expertise and customer-centric approach.

Our Services

Financial planning

Get help with personal life insurance, income protection or specialist advice regarding your superannuation, self-managed funds and investments.

Retirement planning

We help with retirement planning and transition advice, assisting with cashflow management and the creation of financial plans for a comfortable retirement.

Estate and succession planning

We understand what is most important to your family and help you to make effective decisions on family trusts, shared business ownership or tax related issues.

Aged care planning

Our experts help you make future health, accommodation, investment and legal decisions now, to ensure you get the support you need in the future.

Investment and wealth creation

We analyse your current assets and future investment plans and advise an appropriate investment strategy for you to achieve your wealth goals.

Superannuation advice

Our advice helps you to form a strategy that makes the most of tax concessions, financial incentives, rebates and beyond for better superannuation savings.

Debt management and financial coaching

We work with you to map out your current cash flow, identify existing or potential problem areas and draft a new balanced budget that covers the essentials.

Personal insurance

Through our Keystone Insurance business, we can offer you personal insurance options for your homes, cars, boats and more. We leave no stone unturned when it comes to finding the best solutions.

Business succession insurance

We can help you with key-person insurance to help cover financial losses in the event of a key business contributor’s death, as well as buy/sell agreements.

Find out more about our services