Keith has been involved in financial services for over 30 years in areas such as risk management, funds management, private banking, share broking and client advising. Today he manages a number of Private Client investment portfolios and gives advice in a range of areas including pension transfers to New Zealand
We believe our clients deserve unbiased financial advice, and we always will.
Our office is in the beautiful Bay of Islands, however our clients are scattered around the country and in other parts of the world. With technology today we are able to maintain a high level of service to them all, no matter where they live.
Keith commits to visit all his clients in New Zealand every year. Those living overseas (in places like China, Portugal and Australia) are happy with the level of communication and service he is able to provide them.
Please complete the form below to request an Adviser Disclosure Statement.
