Welcome

Unlock your financial future

Key Financial Solutions are based in Whakatane, with a satellite office in Gisborne, and the team has over 25 years' experience in the investment advisory business.  We are focused on helping investors meet their investment and financial needs.  We accommodate clients who are still working and are looking to save for retirement, or those who have retired and have a lump sum to invest.

-  Client First  -  Integrity  -  Competence  -  Professionalism  -

We like to unlock your financial future by unravelling the complexity of investing and we talk in everyday easy to understand language.

Financial Planning is about a personalised process, tailoring an investment solution to your needs, both now and in the future.

We offer specifically:

  • Investment Advice
  • Personal Financial Planning
  • Estate Planning – Family Trusts, Enduring Powers of Attorney, & Wills
  • Accounting and Taxation Preparation
  • Sharebroking Service (transaction only – no advice)
  • Personal Insurance
  • KiwiSaver