What are the opening hours?

Monday 9am - 4:30pm Tuesday 9am - 4:30pm Wednesday 9am - 4:30pm Thursday 9am - 4:30pm Friday 9am - 4pm

Key Financial Solutions

Home
New Zealand
Whakatane
Key Financial Solutions

Call Directions Website Contact the business

Providing clients with a holistic approach to Financial Planning. See us for all of your Investment, Insurance, Accounting and Estate Planning Needs.

First initial no obligation consultation is free of charge. Come see us to asses your financial needs and get you on track to planning your financial future. Services offered:
Investment in Managed Funds
KiwiSaver
Insurance - Life, Trauma, Income, Mortgage Repayment, Complete Disablement, Redundancy
Family Trusts - Set up and Administration
Estate Planning - Wills, Enduring Powers of Attorney
Accountancy - Individuals, Self Employed Persons, Trusts, Companies

Adviser Disclosure Documents are available free of charge from our office or request one by email.

21/10/2026

I get it. Four payments feel easier than one big one. The problem is they stack up quietly and suddenly the amount you're paying isn't manageable anymore. And it's not going to do any favours for your credit score.

15/10/2026

The best strategy is diversification. Many companies, many industries, different countries and different investment types.

02/10/2026

When everything feels uncertain, freezing feels like the safe option. It isn't. Money sitting still while everything else moves is still a decision, it's just one you didn't mean to make.
You don't need a perfect plan today. You need one decision, then the next one.

22/09/2026

It depends on what retirement looks like for you...

17/09/2026

Every dollar you invest ends up somewhere, funding companies, industries, decisions. Ethical investing means having a say in what that somewhere looks like, instead of leaving it to chance.

12/09/2026

Property is one way to build wealth. It's not the only way. Managed investment portfolios, KiwiSaver done properly, and other options can build a solid financial position while the housing market does whatever it's going to do.
Worth knowing your options before deciding property is the only goal worth chasing.

06/09/2026

Dreams are free. Oh and I'll probably sort my driveway out and concrete the whole thing.

Disclaimer: This isn't financial advice. It's for illustrative purposes only. This is social media after all.

03/09/2026

If you've spent time working across the ditch, you might have a super account you haven't thought about in years. It's about time your bring it home and into your KiwiSaver so it can work towards your future here.

25/08/2026

There's no right or wrong answer - it's whatever option works best for you.
But if you don't know what your options are, how will you know it's right?
If you're ready to take a step in the right direction, that's what I'm here for.

20/08/2026

When did you last actually check your KiwiSaver fund?
Not your balance, your fund.
Conservative, balanced, growth, or whatever you got defaulted into the day you signed up and never looked at again.
It takes about ten minutes to find out what you’re actually in and whether it still fits where you’re headed and it's worth doing - today.

Address

4/67 The Strand
Whakatane
3120

Opening Hours

Monday	9am - 4:30pm
Tuesday	9am - 4:30pm
Wednesday	9am - 4:30pm
Thursday	9am - 4:30pm
Friday	9am - 4pm

Telephone

073088113

Website

http://www.keyfinancialsolutions.co.nz/

Alerts

Be the first to know and let us send you an email when Key Financial Solutions posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Key Financial Solutions: