Welcome !!

We offer Independent Financial Advice

We believe that money means different things to different people and the most important thing to us is "What's important about your money to you?"

Selecting a financial service company is an important decision. You want an experienced company to serve all your needs, provide individual attention, and take the time to answer your questions.

Our office combines a wide range of financial services with a client-centered philosophy. On this site, we describe the different services we offer. We hope you'll find the information you need, and we look forward to working with you.


 

 

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We work in your interest! We are happy to sit down and have an introuctory discussion to see if what you need, and what we do, is suited to your needs.   We do not charge for this meeting and there is no obligation either way unless agreed at the end of this meeting.   We help build strategies to help clients acheive their goals.


 

Our location is in the beautiful Bay of Islands, New Zealand

                              Ground Floor

                              The Professional Centre

                              6 Fairway Drive

                              Keri Keri

                              Phone 64 09 4071096

Please get in touch to offer comments and join our mailing list.


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Testimonials - This is what our clients say about us.

"Keith Kietzmann has been our Financial Adviser for 11 years now. During that time we have come to rely on his integrity, and carefully considered judgement regarding investment decisions". Jim and Jenny, Nelson

"Keith has managed our portfolio for 12 years now and we have been very pleased with the results he has achieved for us. Keith is always available to answer any queries we have and we have no hesitiation in recommending him as an Adviser." Pat and Jeanette, Blenheim

"Mr Keith Kietzmann has been my Financial Adviser for over 10 years. Keith has always been available to answer any of my queries. He has my full confidence in the handling of my investments and I would be happy to recommend him to my friends."  Barbara, Nelson

 

 

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