About Anthony, Amanda and Key Financial Planners
Anthony Prior, managing director & senior financial adviser, has over 25 years’ experience in the finance industry. His career began in the banks and corporate practices, until he established Key Financial Planners over 10 years ago.
Amanda Dawson, director & senior financial adviser, has over 10 years’ finance industry experience. Having been with Key Financial Planners for over 9 years, she brings a wealth of knowledge and experience to the team.
The team’s passion for helping their clients realise their financial goals is evident in their empathetic approach and the comprehensive client experience they provide.
About the services Key Financial Planners offer:
“We provide tailored financial advice to achieve our clients’ goals and support them through their life stages, including the following:
Living in Retirement – Income streams; Centrelink; tax effective estate planning.
Retirement Planning – Strategies to fast-track wealth growth for retirement goals; transition to retirement strategies.
Wealth accumulators – Strategies to build wealth inside or outside superannuation; identifying appropriate super structure i.e. self-managed super funds; tax effective strategies to build wealth.
Personal insurance advice – Life/death cover; total and permanent disablement cover; income protection cover; trauma/critical illness cover; Keyman insurance.”
“We give our clients the time, expertise
and support to achieve their goals.
We pride ourselves in empowering, educating
and supporting our clients through every life stage.
Our clients are the most important thing to us.”
— KEY FINANCIAL PLANNERS’ PHILOSOPHY
About what makes them stand out to potential clients:
“Being self-licenced means we are not corporately aligned to anyone; it provides us with a greater degree of autonomy and enables us to truly find the most appropriate products for our clients. In turn, we believe this provides our clients with peace of mind that our advice and services are tailored to their individual circumstances and goals.”
Motivation to work with the SYM Dream Team:
“We gravitated towards SYM’s passion to provide exceptional service to their clients. This is something we relate to and value. The care they have for their clients aligns with us as professionals and with our business philosophy.”
What Key Financial Planners’ clients say:
“We have been using Anthony and the team at Key Financial for many years now.
We chose Key Financial because they were able to explain our investment and superannuation scenarios in language which we could understand. They have always advised us of options to maximise our returns.
We would recommend Key Financial to anyone looking for quality advice and service.”
JOHN & JANINE