4 Bucket System - Simple, Visual & Gets Results

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

Getting You A Better Mortgage

Mortgages may seem all the same on the surface but they aren’t. A recent client worked with us to restructure their mortgage, which will now be paid off 6 years faster. 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.

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?

Are You Worried About Running Out of Money in Retirement?

Do you feel you’re winging your retirement? Do you know how much you will need each year of retirement? Is your property portfolio in a healthy position (if you have one)? You can live the life you want – it’s just about making sure you get started ASAP.

What our customers think

Wow what an awesome home loan you got for me, never thought it would be that simple; you did everything for me after I gave you all my details and information. Thanks so much Keith, you made what I thought was going to be tough, really easy.
D. Allen

Waitakere

Many thanks for the emailed detail and information, yet another example of the great service from Keith and his office. I will have no hesitation in recommending Keith to friends and family. Many Thanks
M. Hope

Te Atatu

I would highly recommend Keith’s services to anyone looking at purchasing property and found him to be personable, friendly and extremely professional. Keith managed all of my affairs in a highly efficient manner and he always made himself available to answer questions and provide further advice when asked. The entire process was stress-free and I now happily own my first property, all without any undue hassles, thanks to Keith.

I would therefore happily recommend Keith’s services and could not have asked for a more professional and knowledgeable broker to act on my behalf.
Kylie B.

Henderson

We specialise in

Getting You A Better Mortgage

Mortgages may seem all the same on the surface but they aren’t. A recent client worked with us to restructure their mortgage, which will now be paid off 6 years faster. 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.

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?

Are You Worried About Running Out of Money in Retirement?

Do you feel you’re winging your retirement? Do you know how much you will need each year of retirement? Is your property portfolio in a healthy position (if you have one)? You can live the life you want – it’s just about making sure you get started ASAP.

Keith Kerr, A future member of your team

Keith started life fascinated by how wealth worked. From an early age, he dove into books like ‘Think and Grow Rich’ and ‘Rich Dad, Poor Dad’, learning what it took to create wealth.

Over the last 31 years, he has refined his process and not just helped people get into their first home or pay down their mortgage quicker.

He realised people had to manage debt smartly, protect the downside and plan for the long run – early.

Thought Leadership