KEY FINANCIAL SOLUTIONS
Investment Advice
Personal Financial Planning
Estate Planning
Accounting and Taxation Preparation
Sharebroking Service (transaction only – no advice)
Personal Insurance
KiwiSaver
Family Trusts
Wills
Adviser Disclosure Statements available on request & free of charge
Welcome to Key Financial Solutions, Whakatane. Our team has over 25 years experience in the investment advisory business. We are focused on helping investors meet their investment and financial needs and offer a range of services to help you achieve your goals.
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.
Financial Planning is a personalised process, we will help you tailor an investment solution to suit your needs, both now and in the future.
Call us today or click here to send an email.
Our Services
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 detail 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.
About Us
Rae
rae@keyfinancialsolutions.co.nz
Grad.Dip.Bus.Stds.PFP
Authorised Financial Adviser (AFA)
I have lived in the Eastern Bay of Plenty most of my life. My working career has mainly been banking, ranging from teller to Bank Manager for two branches of local banks through the 1980's. In the 1990's I specialised into Personal Financial Planning with one of the banks and continued this career until I purchased an investment franchise in the early 1990's.
Whilst investment advising can be exciting at times with turbulent markets, both exhilarating and worrying, I enjoy dealing with clients and helping them through the complexities of investing. In provide a needs based financial planning service which allows clients to be comfortable through all investment markets.
I have experience over twenty years completing Family Trusts and Estate administration and can help clients in most aspects of their personal life.
My business has been successful in the Eastern Bay of Plenty and Gisborne, and in late 2010 I decided to leave the franchised business system and set up on my own.
Key Financial Solutions has been established for more than five years, and that gives me 25 years in the financial planning and finance industry.
Hayley
hayley@keyfinancialsolutions.co.nz
I have worked for Rae since 2002 and have completed my Graduate Diploma in Business Studies endorsed Personal Financial Planning (Grad.Dip.Bus.Stds.PFP) and I have almost completed my Authorised Financial Adviser accreditation where I have one more paper to do.
I am a bit of a 'jack of all trades' and while I mainly focus on the Investment and Trust administration side of the business, and I complete the complex tax returns and financial statements. No day is ever the same with a variety of testing tasks often required of me. I enjoy the client contact and constant changes within the industry as they keep me challenged.
Lena
lena@keyfinancialsolutions.co.nz
Lena is the friendly smiling face you first see when you come into the office and the first port of call when you phone us. Being of German nationality originally she is now a Kiwi.
Lena deals with the administrative side of the business and now she has been with us for two years she is completing the more complex tax returns and financial statements as well as our trust administration.
