Keystone Financial Blog

Keystone Financial Wins MFAA Community Champion Award

Posted on01 Jul 2020
Keystone Financial Wins MFAA Community Champion Award After nominating PJ for his involvement with the Business for Good programme, the MFAA presented him with the Community Champion Award 2019/20 during an online presentation..

It's Time to Reach the Next Generation

Posted on26 Jun 2020
It's Time to Reach the Next Generation If you’re tired of being asked to complete online surveys for anything from your last visit to the supermarket to the experience of buying a new car, you probably wonder where this information ends up.

MFAA Presents Keystone Financial the Diversified Business Award

Posted on23 Jun 2020
MFAA's 2019 Diversified Business - Keystone Financial MFAA congratulates Keystone Financial's CEO PJ Patterson for winning the Excellence Award on Diversified Business. This award celebrates the work of PJ and Keystone Financial for delivering clients a diverse range of products and/or services.

Why are SMSFs So Popular?

Posted on12 Jun 2020
Why are SMSFs So Popular? A popular choice for managing superannuation is to take personal control via a self-managed superannuation fund (SMSF).

Traps to Avoid in Retirement - Investing Too Conservatively

Posted on29 May 2020
Investing Too Conservatively There’s a common view that as you approach retirement you should tilt your investment portfolio towards more conservative investments. This means favouring things like term deposits, annuities and cash management trusts while reducing exposure to more volatile assets ...

Unlocking the Mysteries of Your Super Statement

Posted on22 May 2020
Unlocking the Mysteries of Your Super Statement Superannuation statements. Boring, right? But if, like many people, you toss your annual super statement in a drawer or hit delete, you could be depriving yourself of many thousands of dollars just when you need it. So it’s worth the small effort to ...

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