- Investment and Asset Protection - Diversify - Manage -
Personal Financial Planning is about tailoring your individual needs to a Financial Plan. It gives you a roadmap financially to plan for your future and to plan for the things you wish to achieve in life. We complete a needs based analysis which provides a full review of your lifestyle choices; your requirement for income; the amount of money you have to invest; appropriate tax provisions; life insurance needs; Wills and Enduring Powers of Attorney, Family Trusts; and your risk profile.
We like to interact on a personal basis with all clients and we ensure that the services we provide are easy to understand, transparent and flexible to the needs of the individual or family.
The main focus of Key Financial Solutions is investment and financial planning. The other services we provide dovetail into these two main areas of expertise in our office.
We offer comprehensive financial solutions to your Estate Planning needs, Accounting, Personal Insurance and KiwiSaver requirements.