Proudly Navigating the Financial Future of Three Generations.

Growing & Protecting Millionaires Since 1989 – A Legacy of Trust and Prosperity.

Financial Solutionz is your trusted Investment and Wealth Adviser in New Zealand. We’re here to help you Maximise Your Wealth Potential At Every Stage of Life.

  • 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.

  • 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.

Keith Kerr leads the industry with his philosophy ‘Clients for Life’.

Keith Kerr of Auckland-based Financial Solutionz has been in the financial services industry since 1989 and has a wealth of experience to share with his clients.

Through the years Keith has built up a large and loyal client base and is now helping children and grandchildren of his original clients.  “I have a ‘client for life’ philosophy. This means that I want to earn your long term business and that of your friends and family,” says Keith Kerr.

“With 35 years financial services experience and expertise you can rest assured with Financial Solutionz that we know a fair bit about Insurance plans including mortgage protection, medical, life & trauma along with the home loans with interest rates, loan structures and ways to fast track the repayment of your home loan,” says Keith.

OUR WEALTH PARTNERS

Why using a Wealth adviser makes sense (cents).

Focus on What Matters

Albert Einstein famously said, “Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn’t … pays it.” The simple truth of compounding returns is the most important thing that matters for the long-term investor. Yet in today’s world, we are consistently bombarded with distractions, become preoccupied with other things, and we forget this simple truth.  All these things create clutter in our lives, which overwhelms us, makes us more emotional, less rational, and distracts us from what really matters. As an investor, you are subject to even more distractions. Markets are up. Markets are down. A recession is coming. It’s a bull market! Constant noise that can distract you from your long-term financial plan. It is my Job to help the journey we put together to keep working and take the "noise away".

"An investment in knowledge pays the best interest." 

— Benjamin Franklin

FAQs

  • If you can the answer is yes as the longer you leave your funds working for you the better the returns over time which is called compounding and it is like a snowball going down the hill, the longer you leave it the bigger it gets.

  • Always best to sit down with a qualified adviser and talk through the options especially around your view on maintaining the capital which would be a much more conservative approach or if you are happy to expose the funds to other avenues there could be a better return but also a higher risk or a combination to achieve specific cash flow return or interest rate return.

  • Yes you can, you can even do weekly if you wish and putting away a small amount on a regular basis is a fantastic habit and certainly creates some good results.

  • Good question, and the answer to this is to find out where you are at in your savings and debt cycle and how much you believe you will need at retirement to complement what the government will pay, and then we can come up with an amount that is needed to facilitate your weekly needs.

  • By setting up the correct structure you can create income from your investment returns.

  • Absolutely, there are many options with some very good funds available that work directly in the socially responsible and ethical funds.