With so much else going on in life, the last thing you should be worrying about is your financial future. Let the team at kb Financial Solutions diminish that worry so you can get on with living your life and enjoying the now.
Call kb Financial Solutions today.
Your first appointment is complimentary.
07 870 6045
| kbinfo@kbfinancial.co.nz | BrochureAre you dealing with an
Authorised Financial Adviser?
Yes you are. I am an AFA.
WHAT DOES THIS MEAN TO YOU?
From 1st of July I am required to be an Authorised Financial Adviser (AFA) enabling me to give advice that relates to investments. This is a requirement of the “Financial Advisers Act 2008” law I am obligated by.
Through my qualification of Certificate in Financial Services, I am also fully competent to give you advice on; Insurances, Retirement Savings, KiwiSaver, Financial Planning, Business and Personal Risk Planning.
We are happy to receive your calls regarding the new laws, how it benefits you and our continuing relationship.
Are your friends and family dealing with an AFA? If not, we welcome referrals from you for them to gain the qualified advice you do.
If you are dealing with an adviser who is giving you any form of investment advice and is not AFA, they are not permitted to and breaking the law.
To read more about our industry visit http://www.fma.govt.nz or for more information about how I can help you, visit www.kbfinancial.co.nz
Your Authorised Financial Adviser
Karen Greenhalgh
Services
Our range of services gives you the benefit of having one contact point for all your financial needs.
• Personal Insurance Services
• Business Insurance Services
• Risk Management Assessments
• KiwiSaver
• Retirement Savings Advice
• Financial Planning
• Personal Financial Advice
• Market Research on your behalf
• Ongoing support & Encouragement
• Professional Financial Advice
