We are a trusted local financial services firm who take the time to understand our client’s financial goals by tailoring the service to meet their needs.

We are a trusted local financial services firm who take the time to understand our client’s financial goals by tailoring the service to meet their needs.

OUR SERVICES

As a trusted financial services firm, we pride ourselves on our personable approach to managing people’s wealth. By understanding your ambitions and aspirations, we provide customised solutions to enhance your financial well-being while ensuring your future security.

Our comprehensive range of services caters to individuals, families, and businesses alike, ensuring that we meet your specific needs and objectives.

Keyperson, Director and
Shareholder Protection

Safeguard your business from the unpredictability of life.

Savings and
Investments

Reach your financial (and life) goals, increase your prosperity and build a better future.

Income and
Family Security

Protect your loved ones today from financial hardship tomorrow in the event of premature death or serious illness.

Pension
Planning

Turn your retirement aspirations into well-built plans to provide contentment and financial security in later years.

Group Business - Pension
and Protection Policies

There are a vast range of options available to support most staff benefit packages. We offer tailored Group Business solutions to suit businesses of various sizes and types.

Business Exit
Strategies

Realise the rewards of years of hard work so you can move on to the next phase of life with financial security and contentment.

Estate
Planning

Protect your legacy for the people you care most about.

Our team of professionals has over 60 years' combined experience in financial services and financial advice.

VALUES

At Keaney Financial Services, our core values shape every aspect of our company. They are the driving force behind our leadership, the foundation of our exceptional service, the essence of our welcoming culture, and the motivation that inspires us to embody best practices each and every day.

Integrity

Integrity is the cornerstone of everything we do. We hold ourselves to the highest ethical standards and our clients trust us implicitly with their financial well-being.

Partnership

By establishing longstanding, meaningful, and personable relationships, we are more than just advisors and become your trusted allies on your financial journey.

Contentment

The world moves fast, and we help you capitalise on emerging opportunities, harnessing our knowledge of the ever-changing landscape to provide invaluable foresight that maximises your future security.

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