Plan. Grow. Protect.

Every strong financial future begins with a plan, grows with intention and is protected with care.

We help ambitious New Zealander’s create financial freedom faster.

We do this by leveraging our proprietary ‘4 Bucket Wealth Mastery’ framework responsible for building in excess of over a billion in wealth for our clients.

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Our Services

Life throws curveballs, and your income shouldn't take a hit. Enter Income Protection – your financial safety net. Let's talk about keeping the lights on even when life gets a bit dim. From covering bills to ensuring your lifestyle stays intact, we've got the blueprint for your peace of mind. Because a little protection goes a long way.
Life is a grand adventure, and Life Insurance is your ultimate sidekick. Let's chat about safeguarding your loved ones' futures, no matter what life throws your way. From covering debts to leaving a legacy, we're here to make sure your story continues even if you're not around to tell it. Because your peace of mind is our top priority.
Life is unpredictable, and Trauma Insurance is your shield against the unexpected. Let's discuss how to tackle the curveballs – from medical bills to recovery costs. We're here to ensure you focus on healing, not on financial stress. Because facing tough times should be a battle of strength, not finances.
Your health is your wealth, and Health Insurance is your VIP pass to top-notch care. Let's talk about personalised plans that fit your lifestyle and budget. From routine check-ups to unexpected hiccups, we've got your back (and your health). Because staying well shouldn't be a luxury – it should be a priority.

Ready to dive into the exciting world of homeownership? Whether you're puzzling over your first steps or trying to crack the code of interest rates, we've got your back. Forget the myths – you don't always need a mountain of cash for a deposit. Let's chat about your options, find the best rates, and make your first home dream a reality.
So, you've conquered the first-home frontier and now eyeing the next challenge? Whether you're upsizing, downsizing, or just want a change of scenery, we're here to guide you. Let's discuss financing, navigate the market, and ensure your next home journey is as smooth as possible. Your dream home is closer than you think.
Feeling the need for a financial facelift? Whether it's lowering those interest rates or reshaping your mortgage, we're the experts in the game of financial makeovers. Let's talk about refinancing options, restructuring plans, and how to make your mortgage work better for you. Your wallet will thank you.
Ready to level up your property game? Investing is both an art and a science, and we've cracked the code. From choosing the right properties to maximizing returns, let's strategize your way to property success. Whether you're a seasoned investor or just dipping your toe in, we've got the insights and expertise to make your investment journey a triumph.

Choosing the Right KiwiSaver Fund:
Embarking on your KiwiSaver journey? We get it – choosing the right fund can be like navigating a jungle. Fear not, we're your KiwiSaver guides, helping you decode the complexities. Let's chat about your goals, risk appetite, and find that sweet spot to make your KiwiSaver contributions work their magic for your future.
Performance Comparison Between KiwiSaver Providers:
Curious about how your KiwiSaver provider stacks up against the competition? Let's cut through the jargon and dive into the numbers. We're here to give you the lowdown on performance, so you can make informed decisions about where your money is going and ensure your KiwiSaver is working as hard as you are.
Ever wondered what your retirement could look like? Let's pull out the crystal ball (figuratively) and project your golden years. From lifestyle choices to financial freedom, we'll help you envision and plan for the retirement you deserve. Spoiler: It's never too early to start, and we're here to guide you every step of the way.
Fees and asset allocation – the dynamic duo that can make or break your KiwiSaver experience. Let's demystify the fees, dissect the assets, and create a strategy that suits your financial goals. We believe in transparency, so you'll always know where your money is going and how it's working for you. Let's optimise your KiwiSaver game!

This is where we establish what you would like to achieve and from there just like an architect will go away and design a plan and work on that until you are happy with that, the second step is to then employ a builder to put that plan into action (Investment on your behalf) and thirdly you would have a property manager that would look after the house that you had built (monitor and manage the Investment for you).
There are many different managed funds available that achieve different things and invest in different opportunities so important to work out what your outcome is.
This was where we think of this as generational, where there is a clear intention to look after further generations of the family or other opportunities from the income generated after you have passed.
This is where I am effectively an independent board member looking after the wishes of the family and keeping some independence on the thoughts, structure and outcomes of the money that is invested.
This is usually a very large sum of money with many complexities and having an independent person working with the family creates better outcomes historically.

PROTECTING YOUR DOWNSIDE IN LIFE

You’ve worked hard to get to where you are today. Maybe you’re building a family, buying a home or creating a career/business. What’s that worth to you? If the wheels fall off, who is going to help you pick up your life and put it back together?

PROTECT NOW

OUR 4 BUCKET SYSTEM

FOR FINANCIAL FREEDOM

After working with 1000’s of clients over the years – I’ve created a simple formula to create financial freedom in uncertain times.

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GETTING YOU A BETTER HOMELOAN

Homeloan may seem all the same on the surface but they aren’t. Would you like to be debt free faster? Whether it’s your first home or you’re looking to refinance – get advice from someone who has lent over a Billion Dollars.

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FUN FACTS

Did you know?

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MAXIMISE YOUR WEALTH POTENTIAL AT EVERY STAGE OF YOUR LIFE

Supporting and educating kiwis about wealth is not only our passion, it’s in our DNA. Set yourself up for the golden years of your life with peace-of-mind knowing you’ve made good choices with a helping hand.

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PLANNING FOR YOUR RETIREMENT

Financial Solutionz offers you comprehensive KiwiSaver advice based on your stage in life and risk profile. Ensuring you get into the right fund can mean the difference between hundreds of thousands of dollars come retirement. Trust us, your future self with thank us.

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A Word From Our Founder

My philosophy is simple - I want to help you find the financial freedom in the easiest way possible for you. I love helping people achieve what they want from life.

Keith Kerr

FOUNDER & DIRECTOR
FINANCIAL ADVISER FSP42123

Client Success Stories

Financial Solutionz helped my wife and I secure our first home together, when it seemed like we were going to come up short whenever we tried to talk to the banks ourselves.

They worked vigorously in the background, fighting in our corner and helped us achieve our goal of owning our own home!

Many of the parts that seemed daunting or confusing to us, were no sweat to them at all. And even after being in the home for a few years, they still check in on the mortgage health and any thing thats needed such as re-fixing.

BEVAN & SARAH

Hi Keith, I’m writing to thank you so much for the great advice you gave me and Jackie around 10 years ago when you put together our Partners Life Protection Plan Policy.

I’ve bitched and moaned over the years about the premiums we pay but when I had a reasonable serious operation a few weeks ago, all those premiums were soon forgotten.

It was heartening to hear from the staff at Partners Life that not many people are as well covered as we are.

Thanks again and we look forward to utilising your financial advice services in the near future.

KIM NEVILLE

We have been clients of Keith’s for 15 years now. During that time we have bought and sold both investment and personal properties, as well as taken out insurances through him. We have found Keith’s advice to consider a wide range of driving forces, and it has always been accurate.

The way Keith delivers advice sets him apart. His wisdom is not delivered as a ‘you should’, rather, he offers it up as ‘this is what I’m doing and these are the reasons why’. This approach rightly leaves us with the responsibility for making decisions, but at the same time makes us feel like he is walking alongside us in our journey to financial success.

We have, and will continue to, recommend him to friends in search of a reliable and trustworthy [mortgage broker/insurance advisor].

C & R, AUCKLAND