Investment and Retirement Planning|
Accounting | Family Trusts and Wills
Key Financial Solutions, providing expert financial advice in the Eastern Bay of Plenty
At Key Financial Solutions, we provide investment advice that meets your needs now and in the future. Whether you're planning for retirement, saving for your child's education, or wanting to grow your investments, we have the industry knowledge to help you succeed. Don’t leave your future to chance; step forward confidently with our financial experts at your side.
Whakatāne & Gisborne
Financial Services
We understand that life changes, and so do your financial needs. That's why our services are designed to adapt with you, providing peace of mind through every stage of your journey.
Together, we’ll create a financial plan based on your specific goals - a roadmap to help you move from where you are today to where you want to be tomorrow. From protecting your assets to optimising your investments, we're here to help you make informed decisions and secure your financial future.
The services we offer include:
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Investment Advice
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Personal Financial Planning
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Estate Planning – Family Trusts, Enduring Powers of Attorney, & Wills
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Accounting and Taxation Preparation
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Personal Insurance
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KiwiSaver
Expert financial advisers for over 25 years.
With a team that has been providing financial advisory services for decades, Key Financial Services has extensive experience combined with a fresh approach. We work with clients from a range of backgrounds, from first-time investors to retirees and local business owners.
While no two clients are the same, everyone is working toward the same goal - financial freedom and a secure future. We help make this a possibility by cutting through complex financial terminology and making it accessible for everyday Kiwis.