Our Services
Custom Consultations
property
The 2021 Census update recorded that there are approximately 1,900,000 dwellings in NZ of which 1,750,000 are privately occupied; housing around 4.3m people.
Owner occupied home ownership sits at 65% with investors owning 605,000 homes in NZ.
Being both a homeowner and property investor himself, Keith provides financial advice to First Home Buyers, second nesters and retirees who are downsizing as well as investors, and can recommend the best mortgage brokers from his closely held contacts.
investment
Wealth creation through investment is achieved by a diversified portfolio and we help you consider options that you may not be aware of.
Keith Ward, a NZ Financial Advisor has the knowledge, wisdom and experience to present you with a variety of choices to enable wealth creation and build your financial security including utilising KiwiSaver – a key component of retirement planning.
Business consultancy
Starting a side hustle or small business can be a great way to make extra money, gain new skills, and even turn your passion into a career.
It can also provide you with a sense of accomplishment and pride in your work. By increasing your earnings you can open up opportunities that you would otherwise not have.
Additionally, it is quite simple to start a business in New Zealand compared to some other countries with less freedom.
Insurance
With the advent of Covid, many of us have felt more vulnerable than beforehand and insurance is the key to financial security and dissipating fears or concerns we all may have.
Specialist colleagues work alongside Keith in providing you options in Private Health Insurance, Income/Mortgage Protection, Critical Conditions Cover or Trauma, Total and Permanent Disablement Cover and finally Life Insurance.
Keith Ronald Ward is a Finance Advice Provider and personally holds a FAP Class 2 license under his FSP no. 624149.
All advice given by any contractors or employees of Keith is provided under his personal FAP license and with his full oversight.
From time to time, Keith and his companies may refer regulated financial advice to other professionals in their specialist fields.