Phone number: (03) 9533....
Fax number: (03) 9533....
Email: Click to view
Year Established: 1993
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|Thu: 9:00am - 5:00pm||Fri: 9:00am - 5:00pm||Sat: ---|
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For your benefit Keary Financial Management (KFM) provides a complete range of all financial services. We routinely assist individuals and small businesses set themselves on the path of wealth creation by fully understanding your desires and plans for the future.
KFM, we treat you with respect and understanding every persons financial plan is different. Our areas of expertise that we routinely manage for our clients are wealth creation plans, retirement option planning, superannuation advice, risk development plans in relation to insurance for your life, your partner and your income.
Please give us a call and ask to speak to Shane and book your complimentary appointment. (more)
Our services at Keary Financial management
Retirement planning - Start planning now and retire when you choose.
Investment advice - Make smart decisions to successfully grow your wealth
Superannuation planning and advice - Save tax and optimize potential returns within your superannuation fund
Insurance and Risk Planning - Financial protection for you, your loved ones, your lifestyle and your business
Specialist services - Complex needs including business protection, estate planning, salary sacrificing, retrenchment and redundancy money including assisting with Centrelink payments.
Our promise is to listen with empathy, respect your story and to understand what you are seeking. Our objective is always to provide relevant, valuable advice to meet those requirements.
The professional financial services we provide include initial advice, strategy, product implementation, ad-hoc advice and ongoing program reviews.
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