Financial advisory services
Fast-track your future with Key Financial Solutions.
We know it can be daunting attending your first appointment with a financial adviser, which is why we don’t believe in surprises! During your financial planning meeting, we’ll complete a needs-based analysis to get a complete picture of your financial situation. This includes a review of your lifestyle choices, income, investment amounts, tax provisions, life insurance needs, wills, trusts, enduring powers of attorney, and your risk profile.
While our approach may seem quite thorough, it ensures we understand your financial position and can identify any areas needing support. For example, many people take out life insurance but neglect to write a will or power of attorney - which are equally important for protecting your family’s future if the worst should happen. Through our audit, we’ll highlight any blindspots, which can be addressed at your own pace, with or without our support.
Below, you’ll find a list of our core services so you can better understand the benefits of each:
Investment Advice
Invest - Diversify - Manage
As Authorised Financial Advisers, we follow a strict process for matching clients and their investments, be it for long-term growth or an income stream in retirement. We also provide for everyday needs and individual goals specific to each client.
Our process includes in-depth client understanding, a customised financial plan, and regular investment monitoring. To get you started, we offer a free review of your current investments and a no-cost initial consultation.
We also offer a Sharebroking Service (transaction only – no advice).
Kiwisave Advice
Save - Grow - Retire
As a New Zealander, KiwiSaver is an important part of preparing for retirement. By saving a small portion of your wages, along with contributions from your employer and an annual bonus from IRD, you’re given a great start to your retirement years. But it’s important to choose a mix of investments that are right for you, not a default scheme which may not meet your needs.
We ensure that KiwiSaver is appropriate and personalised for each individual, taking into account your retirement outlook, needs and objectives, to help you achieve a comfortable retirement.
Estate Planning
Protect - Secure - Transition
We provide a range of estate planning services, including the management of family trusts, enduring powers of attorney, and wills. Our own trustee company, KFS Trustees Limited, ensures your trust is properly managed, offering services such as document preparation, initial trust setup, annual trust meetings, and reviews.
In addition to trust management, we also offer will preparation and estate administration services, ensuring your estate is managed according to your wishes, providing peace of mind for you and your loved ones.
Personal Insurance
Insure - Safeguard - Support
Personal insurance comes in a range of forms, all aimed at offering financial protection for yourself and your loved ones in an unexpected event. We can provide you with quotes for life and health insurance, as well as income protection.
We work with you to identify the best coverage for your circumstances, so that you have the right level of protection based on your age, stage and risk level. With our support, you can have peace of mind knowing that your future is secure, no matter what life throws your way.
Individual, Trust and Business Accounting
Organise - Optimise - Simplify
At Key Financial Solutions, we provide accounting and taxation preparation services for individuals, family trusts, and companies. Using the cloud accounting system Xero, we manage annual financial statements, GST returns, PAYE, and income forecasting.
Our overarching goal is to help clients plan ahead and reach their income targets with the support of dedicated mentoring. Let us simplify your accounting needs. Contact us today for a quote.
