What are the opening hours?

Monday 9am - 4:30pm Tuesday 9am - 4:30pm Wednesday 9am - 4:30pm Thursday 9am - 4:30pm Friday 9am - 4pm

Key Financial Solutions

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New Zealand
Whakatane
Key Financial Solutions

Providing clients with a holistic approach to Financial Planning. See us for all of your Investment, Insurance, Accounting and Estate Planning Needs.

First initial no obligation consultation is free of charge. Come see us to asses your financial needs and get you on track to planning your financial future. Services offered:
Investment in Managed Funds
KiwiSaver
Insurance - Life, Trauma, Income, Mortgage Repayment, Complete Disablement, Redundancy
Family Trusts - Set up and Administration
Estate Planning - Wills, Enduring Powers of Attorney
Acco

untancy - Individuals, Self Employed Persons, Trusts, Companies

Adviser Disclosure Documents are available free of charge from our office or request one by email.

01/03/2026

Happy 1st of March! I am celebrating the two year anniversary of ownership .. feeling grateful for everyone that has supported me along the way 🙂

Keep your eyes peeled for some exciting changes for Key Financial Solutions!

I hope you enjoyed your Sunday, I spent mine on the sideline of a rugby league game 🥂

25/02/2026

If this year you’d like your finances to feel a little less stressful and a lot more settled, we’re here.
One chat. No pressure. No jargon. Just support.

23/02/2026

Small Changes Matter, you don’t need a total money makeover.
Small steps done consistently beat big plans that last… three days. Progress > perfection.

20/02/2026

Short-Term vs Long-Term
It’s okay to plan for retirement and coffee dates.

Good financial plans leave room for real life, not just spreadsheets and good intentions.

18/02/2026

Protecting Your Goals 🛡️
Your financial goals rely on one very important thing: YOU.

Insurance isn’t about expecting the worst, it’s about making sure one hiccup doesn’t undo all your hard work.

12/02/2026

KiwiSaver Goals 🌱
If your KiwiSaver has been on “set and forget” since your first job… it might be time for a check-in.

A small tweak now can make a big difference later (and future-you will be very grateful).

10/02/2026

Checking your finances doesn’t mean judging past decisions. It just means opening the app… and taking a deep breath 😅
Knowing where you’re at is step one, no shame allowed.

06/02/2026

What Do You Actually Want?
Before numbers, budgets, or spreadsheets ask yourself this:

👉 What do I want my money to do for me this year?
Less stress? A home? More savings? Or just not panicking when a bill pops up

02/02/2026

Let’s talk about money goals without the stress, awkwardness, or pretending you love spreadsheets. Real goals. Real life. Real conversations.

Welcome to our Money Goals Series ☕

28/01/2026

Australian Super Don’t Forget It 🇦🇺➡️🇳🇿
Have you worked in Australia at some point? You might still have Super sitting over there. Many people forget about it completely.
We can help you find out what you have, access it, and transfer it to New Zealand so it’s easier to manage alongside your KiwiSaver.

19/01/2026

KiwiSaver for Kids 🌱
It might not be top of the list right now, but setting up KiwiSaver for your kids is one of those “future you” decisions you’ll be glad you made. Even small contributions can make a real difference over time.

If you’re curious about how it works or whether it’s worth doing, we’re happy to talk it through.

Address

4/67 The Strand
Whakatane
3120

Opening Hours

Monday	9am - 4:30pm
Tuesday	9am - 4:30pm
Wednesday	9am - 4:30pm
Thursday	9am - 4:30pm
Friday	9am - 4pm

Telephone

073088113

Website

http://www.keyfinancialsolutions.co.nz/

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