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It's all about transparency

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Keystone Wealth provides investment and financial advice that is tailored for you. We are 100% Independent.

We provide personalised advice by first finding out what is important to you, then designing and managing an investment strategy just for you. For us, we want you to be able to invest and spend with confidence.

What you can expect
Personalised Advice.

We start by looking at the whole picture, finding out what is important to you, then design and manage an investment strategy that is right for you.

Our purpose.

To enable you to invest and spend with confidence.

Plain English.

We take the time to explain and educate to ensure that you always understand our advice.

Flexibility.

Life changes, so we adapt and change with you.

Transparency.

Licenced by the FMA, we enthusiastically serve our clients’ best interests, operating under full disclosure.

Local and Global.

Our clients are located throughout New Zealand and are Kiwis located around the world.

What we do
  • Investing in Retirement
  • Investment for Retirement
  • Investment Portfolios that are Immigration NZ Visa compliant
  • KiwiSaver
  • Financial Planning and Advice
How we do it
  • Information gathering - it’s all about you.
  • Risk Profiling
  • Analysis
  • Portfolio Construction
  • Diversification
  • Investment Platforms
  • Investment Products
  • Glossary of Investment Terms