Financial Solutionz

Financial Solutionz With over two decades experience as a mortgage and risk broker, and over 1,200 very satisfied client I’m happy to meet you if you’re from further afield too.

"My philosophy is simple – I want to help you find financial freedom in the easiest way possible for you. I love helping people achieve what they want from life, especially when I’m able to find a suitable loan for someone who has been turned down in the past because of their complex situation. With over 25 years in this business and well over 1200 satisfied and happy clients I believe I can bring

a wide experience and knowledge of different situations and help my clients to put in place a plan that will not only suit their current needs but should be able to be modified and changed on both the home loan and mortgage side. Wherever you’re based, there’s a good chance I can help you. I live on the North Shore, so I’ve got clients from the Waitakere districts of West Harbour, Henderson, Glendene, Glen Eden, Titirangi, New Lynn, Point Chevallier and Kingsland, as well as the North Shore suburbs of Takapuna, Milford, Campbells, Browns Bay, Albany, Glenfield, Greenhithe and Albany. You may be surprised to hear that I also work with many overseas clients in Australia, Dubai, England, USA and Asia who have been referred to me by other satisfied clients."

- Keith Kerr
Registered Financial Adviser

Are you leaving free money on the table? 🌟Last year, Kiwis missed out on an estimated $500 million in government KiwiSav...
25/03/2025

Are you leaving free money on the table? 🌟
Last year, Kiwis missed out on an estimated $500 million in government KiwiSaver contributions.

Don’t let that be you! Take a moment to check if you’re maximising your KiwiSaver contributions and getting your full share of this free boost 💰

Choosing the right fund can feel a bit overwhelming, right? Don’t worry – we’ve got your back!We’re on a mission to help...
20/03/2025

Choosing the right fund can feel a bit overwhelming, right? Don’t worry – we’ve got your back!

We’re on a mission to help Kiwis like YOU find the perfect KiwiSaver fund to match your goals.
It all starts with understanding your risk tolerance and how long you plan to invest.

Not sure where to begin? Reaching out to us is a good place to start

Wealth isn't just about dollars and cents, it's about having the freedom to live life on your own terms 🌎✨
18/03/2025

Wealth isn't just about dollars and cents, it's about having the freedom to live life on your own terms 🌎✨

Is "high risk, high reward" really the golden rule of investing? 🤔Spoiler alert: Not always!Here’s the deal: Research sh...
10/03/2025

Is "high risk, high reward" really the golden rule of investing? 🤔
Spoiler alert: Not always!

Here’s the deal: Research shows that low-risk, steady investments, like index funds, can be a game-changer for building long-term wealth.

Want to find out if you are suited for these types of investments? Let’s chat!

How much life insurance do you really need? The truth is, it depends on YOU—your family, your goals, and your responsibi...
07/03/2025

How much life insurance do you really need? The truth is, it depends on YOU—your family, your goals, and your responsibilities.

Life insurance isn’t about numbers; it’s about making sure your loved ones are taken care of when you’re no longer there to do it yourself.

Think about your financial obligations—your mortgage, debts, kids’ education, or even future dreams.

And here’s the good news: you don’t have to figure it out alone.
Give us a call today. We’re here to guide you every step of the way.

Me: “Self-care is important. I deserve it!” 🛍️✨Also me: opens bank app 😳💸
04/03/2025

Me: “Self-care is important. I deserve it!” 🛍️✨Also me: opens bank app 😳💸

Owning a home isn't just about paying off your mortgage—there’s more to it than meets the eye!From lawyer fees to proper...
01/03/2025

Owning a home isn't just about paying off your mortgage—there’s more to it than meets the eye!
From lawyer fees to property taxes 🛠️ To surprise maintenance costs 💡 And don’t forget utilities!

Swipe 👉 to uncover the unexpected expenses every homeowner should know about.

Planning ahead is key, and we’re here to help!
Got questions? Drop us a DM or comment below 💬

Is your loan structure working for you?The way your loan is structured can make a huge difference in how manageable your...
24/02/2025

Is your loan structure working for you?

The way your loan is structured can make a huge difference in how manageable your repayments are. From interest rates to repayment schedules, getting the details right can help you stay on top of your debt and keep things moving toward your goals.

A well-structured loan aligned with your financial situation can reduce stress and keep costs under control.

💬 Need help reviewing your loan structure? Get in touch today!

Managing your money doesn’t have to be stressful. Start by focusing on the basics: track your spending, cut back on unne...
21/02/2025

Managing your money doesn’t have to be stressful. Start by focusing on the basics: track your spending, cut back on unnecessary costs, and set up automatic savings.

If you’re looking for more tips or need help putting it all together, get in touch with us—we’re here to help!

Are you on track for your dream retirement?Retirement may seem like a distant goal, but now is the time to make sure you...
18/02/2025

Are you on track for your dream retirement?
Retirement may seem like a distant goal, but now is the time to make sure your KiwiSaver is working for you. It’s about being proactive and setting yourself up for success. A quick check on your fund could give you a clearer picture of where you’ll end up.

💬 Comment "FREEDOM" to get the link to our free KiwiSaver health check and find out if you’re on track for the retirement you want.

Make KiwiSaver work for you... you could be setting yourself up for a more options in the future. But here’s the thing: ...
10/02/2025

Make KiwiSaver work for you... you could be setting yourself up for a more options in the future. But here’s the thing: being in the right fund makes all the difference.

KiwiSaver isn’t just a savings account—it’s a powerful tool for building your financial future. With benefits like:

✅ Free government contributions
✅ Employer contributions
✅ The power of compound growth

Need guidance? Book a complimentary chat with us today!

Address

PO Box 31880, Milford
Auckland
0741

Opening Hours

Monday 10am - 6pm
Tuesday 10am - 6pm
Wednesday 10am - 6pm
Thursday 10am - 6pm
Friday 10am - 6pm
Saturday 10am - 2pm

Telephone

+6421767724

Website

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