About Us
Anchored Advice
Confidence in the face of adversity
Where are you heading?
Most of us think about this, even worry, but do you ever “get around” to taking any positive action steps, to put in place any solutions?
Prepare for the future
Ride any future Storm
Do you worry about your job or business? Your income, costs of living, debts?
Housing (un)affordability? Savings & Investments? Your Parents? Your Retirement?
Just like me!
But coming from a frugal family background, I was careful with my money from an early age, had part time jobs as a teenager, bought my first shares at 16 and went to University with an “idea” of becoming a lawyer. But pivoted to a Marketing major after 1 year and took my first job in Sales 3 years later. After learning from the on-the-job training, I took the risk of leaving to start my own sales and marketing business when I was 22 and have never worked for anyone else since.
I love business. I love the independence of working for myself and whilst it is a great way to create wealth, I was much more driven about the challenge of creating teams, implementing systems and leveraging cashflow and capital to scale businesses to higher levels. With nearly 40 companies behind me, four of which become nationwide brands, two also in Australia, plus co-founding the most successful sports franchise in NZ, the NZ Breakers basketball team, I have returned to my first love of investment and so how can my 4 decades of experience help you?
What about your most urgent challenges right now?
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.
About Keith
My Story
Keith has held a life long interest in investments, starting with buying 50 Robert Jones Investment shares when he was only 16 years old. He started his first business when only 21 in marketing and sales. Over the next 20 years, he created nearly 30 private companies across diverse areas from hospitality servicing teams, to owning pubs and cafes, property development companies, recycled clothing stores, air-conditioning & civil works. The untimely death of his first wife, Elsa in 2003 saw his life pivot significantly and he subsequently founded two national sports franchises (one being the NZ Breakers basketball team).
Keith then focused on property and real estate for a decade and in the past 5 years, Keith has worked as a Financial Advisor. As investments were his original passion and coupled with decades of business experience, including founding 4 nationwide brands (two with Australian divisions), Keith has a wide breadth of knowledge and experience, including the ups and downs, so he is perfectly placed to to guide you to the financial outcomes that you aspire to at any age of the life cycle – whether it be youthful entrepreneurial zeal facing the reality of business in the 2020’s or planning your retirement. He is very passionate about his work in helping others to get where they want to go. He provides personalised one-on-one consulting and financial advice and thrives when helping families, individuals and businesses move forward from where they are now, to where they want to be.