KEY FINANCIAL SOLUTIONS IN WHAKATANE: EXPERT FINANCIAL ADVISORY SERVICES

At Key Financial Solutions in Whakatāne, we understand that managing your finances can be complex and challenging. Whether you're planning for retirement, seeking investment advice, or need help with estate planning, our team of experienced financial advisers is here to guide you every step of the way. With more than 25 years of experience serving clients throughout the Eastern Bay of Plenty, we pride ourselves on delivering tailored financial advice that suits the unique needs of individuals, families, and businesses in the region.

OUR COMMITMENT TO YOUR FINANCIAL SUCCESS

We believe that effective financial planning starts with understanding your specific needs and goals. Our process involves a thorough analysis of your financial situation, including your income, investment portfolio, tax position, and long-term objectives. By getting to know you and your circumstances, we ensure that the advice we provide is aligned with your aspirations.

From investment strategies to personal insurance, from KiwiSaver advice to tax planning, we offer a wide range of services designed to help you make informed decisions that will secure your financial future. Our approach is transparent, professional, and focused on helping you achieve financial peace of mind.

INVESTMENT ADVICE: INVEST, DIVERSIFY, MANAGE

Investment is a key aspect of growing wealth, and at Key Financial Solutions, we provide expert advice to help you achieve your investment goals. Whether you’re looking to build long-term growth, generate income in retirement, or diversify your portfolio, our team will work closely with you to develop an investment plan that fits your needs.

We follow a strict, personalised process for selecting investments that are suitable for each client’s risk tolerance, time horizon, and financial objectives. This includes:

• Customised investment portfolios
• Regular monitoring and adjustments
• Diversified investment strategies
• Detailed risk analysis and profiling

Additionally, we offer a sharebroking service for clients who prefer to make their own transactions. However, please note that our sharebroking service is transaction-based only, and does not include advice.

KIWISAVER ADVICE: SAVE, GROW, RETIRE

KiwiSaver is one of the most important retirement savings tools available to New Zealanders. At Key Financial Solutions in Whakatāne, we help you make the most of your KiwiSaver plan by ensuring that your contributions are invested in a way that suits your needs. Whether you’re just starting your KiwiSaver journey or are looking to optimise your existing plan, we’ll provide you with the advice and guidance necessary to grow your savings and prepare for retirement.

Our KiwiSaver advice includes:

• Choosing the right investment fund
• Maximising employer and government contributions
• Tailoring your KiwiSaver plan based on your retirement goals
• Ongoing monitoring and adjustments

By helping you make informed decisions about your KiwiSaver, we aim to set you on the path to a comfortable and secure retirement.

ESTATE PLANNING: PROTECT, SECURE, TRANSITION

Estate planning is essential to ensure that your assets are distributed according to your wishes after your passing. At Key Financial Solutions, we offer comprehensive estate planning services to give you peace of mind. Our services include the preparation of wills, management of family trusts, and the establishment of enduring powers of attorney.

Our team works closely with you to develop an estate plan that ensures:

• Your assets are protected and passed on according to your wishes
• Your loved ones are supported during difficult times
• Your family trust is managed and maintained properly

Through our trustee company, KFS Trustees Limited, we offer professional trust management services, including:

• Document preparation
• Annual trust reviews and meetings
• Ongoing administration and oversight

PERSONAL INSURANCE: INSURE, SAFEGUARD, SUPPORT

Personal insurance is a critical aspect of any financial plan, as it provides financial security in the event of an unforeseen event. At Key Financial Solutions, we offer a wide range of personal insurance products to ensure that you and your loved ones are protected.

We can help you identify the right level of coverage based on your age, family circumstances, and risk profile. The types of insurance we offer include:

• Life insurance
• Health insurance
• Income protection
• Trauma cover
• Total permanent disability insurance

Our team works closely with you to assess your needs and provide you with the best possible coverage, so you can have peace of mind knowing that you’re financially protected no matter what life throws your way.

INDIVIDUAL, TRUST, AND BUSINESS ACCOUNTING: ORGANISE, OPTIMISE, SIMPLIFY

At Key Financial Solutions in Whakatāne, we understand that managing your finances can be a daunting task, which is why we offer professional accounting services for individuals, trusts, and businesses. Our team of experts helps you manage your financial records, stay compliant with tax laws, and make informed decisions about your financial future.

Our accounting services include:

• Preparation of annual financial statements
• Tax return preparation (individual, trust, and business)
• GST returns and PAYE management
• Income forecasting and budgeting
• Business tax advice and planning
• Xero-based cloud accounting services

We simplify the process of managing your finances by providing clear, easy-to-understand advice and ensuring that your financial records are accurate and up-to-date. Whether you’re an individual looking to file your tax return or a business owner managing payroll, we can assist you every step of the way.

TAX PLANNING: MAXIMISE YOUR RETURNS

Effective tax planning can help you minimise your tax liabilities and maximise your returns. At Key Financial Solutions, we provide expert tax advice to ensure you are taking full advantage of the available tax-saving strategies. We’ll help you manage your tax affairs and plan ahead to reduce your tax burden.

Our tax planning services include:

• Income tax planning and filing
• Tax provision analysis and advice
• GST and PAYE management
• Business tax advice
• Investment-related tax strategies

Whether you’re an individual, trust, or business, our tax experts will work with you to develop a tax plan that aligns with your financial goals.

WHY CHOOSE KEY FINANCIAL SOLUTIONS IN WHAKATANE?

With over 25 years of experience in the financial advisory industry, Key Financial Solutions has built a strong reputation for providing trusted and reliable advice to clients in Whakatāne and throughout the Eastern Bay of Plenty. Our team of experienced advisers is dedicated to offering personalised, comprehensive financial services that help you achieve your goals and secure your future.

We focus on providing clear, accessible advice, free of jargon, so that you can make informed decisions about your financial future. Our client-first approach means that we always put your interests at the forefront of everything we do, ensuring that you get the best possible advice and solutions.

START YOUR FINANCIAL JOURNEY WITH KEY FINANCIAL SOLUTIONS

If you're looking to take control of your financial future, Key Financial Solutions is here to help. Our team in Whakatāne is ready to offer expert advice on investment planning, retirement, tax management, insurance, estate planning, and more. Don’t wait—take the first step towards financial security today.

CONTACT US TODAY

To schedule a consultation or inquire about our services, reach out to Key Financial Solutions in Whakatāne today. Call 07 308 8113 or email us here. We look forward to helping you secure your financial future and achieve your goals