Sound financial advice ensures that your financial goals can be met through the development of comprehensive and effective strategies that will strengthen your financial security.
We offer our clients financial, investment & insurance planning services through our Authorised Representative, Andrew Carver.
Andrew has more than 30 year’s experience in the financial services industry and holds a Diploma of Financial Planning and SMSF Specialist Adviser accreditation.
Key Wealth Advisors Pty Ltd uses a multiple stage approach in providing financial advice:
► Initial financial advice
► Implementation of financial plan
► Ongoing investment portfolio management
With over 30 years of experience in the financial services industry, Andrew Carver formed Carver Financial Advisory to advise and help clients get the best from their superannuation, investment and life insurance.
Andrew is a Member of the SMSF Association which is the leading membership group for superannuation professionals and fund trustees and he holds a Diploma of Financial Planning. He also holds SMSF Specialist Advisor (SSA) status.
Our approach is centred around Goals Based Advice.
To be true to the trust placed in us, we lend a hand to our clients to identify what their future goals, needs and objectives are and work with them using a disciplined and prudent approach.
We take our role in maintaining and maximising our clients' wealth very seriously and we believe in three key elements that are fundamental to this approach:
► Quality - the advice we provide by must be of the highest order
► Value – add value to enhance your financial position whilst ensuring our fees are reasonable
► Convenience – to make all communications easy and uncomplicated
We’re not about smoke and mirrors, overnight successes or creating expectations that we cannot meet. We use an evidence based approach, tell it as it is and use objective and extensive research.
The Law requires us to act in our clients “Best Interests” so we deliver the type of service we would like ourselves: outstanding and attentive to your individual objectives. By working with you, we look to deliver solutions to meet your requirements and fulfil your aspirations.
Partnership Partnerships are built on trust and delivering on promises – every time. The longevity of our client relationships and our high levels of client retention and satisfaction are testament to our reputation and integrity. We act on your terms, not ours.
► Self-Managed Superannuation
► Retirement Planning
► Portfolio Management
► Education funding
► Estate & Succession Planning
► Superannuation Advice
► Personal & Business Risk Insurance
We choose our partners very carefully and look to work with quality firms to provide commercial and robust outcomes for our clients. We draw on the considerable expertise from a wide variety of external sources to develop and implement strategies that will meet your individual circumstances and long-term goals.
Some of our partners include: Centrepoint Alliance, Colonial First State, Zurich, Asteron, TAL, Morningstar & Ventura Managed Accounts
Key Wealth Advisors Pty. Ltd. Corporate authorised representative No 1263703
Andrew Carver Sub-authorised representative No 1004080
Alliance Wealth Pty. Ltd. AFSL Number 449221 ABN 93161647007
Telephone: 1300 557 598
Head Office address: Level 9, 10 Bridge Street Sydney NSW 2000
General Advice Warning The information provided on this website has been provided as general advice only and you should consider the appropriateness of the advice. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Alliance Wealth Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Alliance Wealth nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.
Links to Licensee’s Web Page
Link to Licensee’s FSG
Link to the Licensee Complaints Procedure
General Advice Warning :
The information provided on this website has been provided as general advice only and you should consider the appropriateness of the advice.