Client’s For Life is Our Philosophy

We’ve helped generations of clients by equipping them with great tools to improve the financial literacy of New Zealanders and achieve their financial goals.

Client Success Stories

  • 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

  • As a first time home owner, we were completely in the dark and daunted by the whole process of securing a home loan. With so many options and providers available the task of researching was consuming all the time we should have spend looking for our new home.

    Through a recommendation from a friend, Keith came to our aid and long story short, we can’t be happier with the service he has provided. We always felt confident in the information Keith was providing us. He explained the technicalities in a way that was easy to understand and in manner that made us feel confident and informed. He also got us an excellent rate, tailored to our situation that allows flexibility as a self employed company director. He is excellent in responding to our endless questions, almost immediately.

    Our advice, have a chat with Keith over a coffee, you won’t regret it.

    ~ Marc and S. Turner

  • 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

  • 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 and R, Auckland.

  • ​I have decided to write to show you my appreciation of the recent financial advice & service you recently provided. I felt that you offered a great service working over & beyond what one would normally expect, by your kind & friendly approach & accepting contact outside of normal business hours. I found your attitude very non-judgmental bearing in mind my ignorance of the housing market & the process involved. I would definitely use your expertise again & highly recommend you to others.

    ~ P. Hellesoe

  • 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

  • Thanks Keith for helping out with our Kiwisavers over the last four or five years, not only myself but my husband and my two children as well are being looked after by you and your team and for that we are truly thankful.

    Thanks for making sure that we did take action after not do anything for some time as we are centrally reaping the rewards now with the right plan.

    Cathy Bromfield

  • After many years of having my KiwiSaver when Keith approached me to do a review the first time I have done so and I wish I had of done this many years earlier as I was not in the right fund and was not taking advantage of options available to me, Keith provided me with a written recommendation using a few options to consider and competitively existing plan and let me make my mind up so no time that I feel pressure to accept one solution.

    I'm now very happy with the current provider in the plan that I'm on it sent some huge gains over the years due to the structure of the funds that I have chosen and really appreciate the ongoing support from Keith and his team and will not hesitate to recommend him again in the future.

    ~ Rick Manley

  • 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

"An investment in knowledge pays the best interest." 

— Benjamin Franklin