About

KeysFP Pty Ltd is a boutique financial planning practice that focuses on building lifelong relationships based on trust, respect and understanding. 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.

Our Relationship Promise

We Value your Business which is why We offer the following promise to you:

  • to work with an honest and professional business practice,
  • to always deliver friendly caring service,
  • to be proactive about your situation,
  • to regularly review your financial situation (at intervals that best suit you),
  • to keep you informed,
  • to only ever be a phone call away,
  • to ensure you always know exactly what to expect from us,
  • to listen to your feedback,
  • to continue upholding the industry Code of Ethics, and
  • to commit our knowledge and resources to the achievement of your financial goals.

If at any time you believe our office fails to provide this level of service to you, you will be entitled to a full review of the situation within one week of your contact with us.

Industry Awards

FPA Fellowship Award 2011.

A Fellow of the FPA is an outstanding practitioner who has made a selfless contribution to the profession and provides exemplary leadership to their peers. According to the CEO of the FPA Jo-Anne Bloch, this award is a “great opportunity to congratulate and reward those FPA members who had demonstrated professionalism, commitment and excellence in financial planning for over 10 years…. This Award is about recognising those who selflessly strive to better our profession”. Phil  Mason-Cox has been awarded FPA fellowship in recognition of the professional and trusted service he has provided.

National Finalist for the FPA’s Value of Advice Award  in 2009 and 2010.

The Financial Planning Association of Australia’s (FPA) Value of Advice Awards publicly acknowledge those FPA members who demonstrate “best practice” financial advice for their clients, while also promoting the professionalism of FPA practitioner members.  The awards were created to promote and define the value of professional advice.

‘Value of Advice’ includes excellence in the process of engaging and listening to clients, identifying their needs and helping them uncover their life goals.  It also involves analysing client’s circumstances, providing a financial plan and implementing a plan to help clients achieve their goals.  This includes both financial and non-financial benefits derived through the delivery of the advice.

While it is always pleasing to be recognised individually by the award, more importantly it recognises that we deliver an advice offer which is focussed on outcomes that enhance our client’s interests and peace of mind.  This has also been evident when we received thanks from many of our clients due to our advice support and service through the recent global financial crisis.

We look forward to developing our relationship with you in the future and you will no doubt feel comfortable in the knowledge that you have the choice to receive your advice from one of the best in the industry.

2010 Best Practice SPAA Award (SMSF Professional Association of Australia)

The SPAA Best Practive Award 2010 was awarded to celebrate and recognise best practice advice in the SMSF industry on a personal and professional level.  The SPAA Award acknowledges SPAA members who demonstrate ‘best practice’ SMSF advice while also promoting the professionalism of SPAA.

Demonstration was given on how advice gave value to our clients outlining the strategic approach taken in providing the advice.  The SMSF advice given possessed the ability to share, inspire and extend best practices for other SMSF professionals.