Specialising in all matters financial - we are your key to success!
Receiving quality advice is the first step to achieving your financial goals!
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 | Brochure
Meet your team
Karen Greenhalgh AFA
Authorised Financial Adviser
Karen’s area of specialty is risk management, she has a unique ability to work with clients whether it is for personal or business risk and help them implement a strategy to minimise risk. Karen has been in the financial services industry for over 15 years and it is the satisfaction she gets from her clients that keeps her motivated to help anyone willing to help themselves.
Michelle Jones BMS
General Manager
Michelle brings the consultants & the team of administration staff together to provide you the best possible service.
Rochelle Old RFA
Registered Financial Adviser
Rochelle has a number of roles in the business and her natural drive and commitment to clients is a crucial to the business. Rochelle began her career in the financial services industry over 5 years ago.
Rochelle has completed a certificate in Business Management.
Financial planning is an ongoing strategic process of information gathering, research, analysis and forward planning to assist you in achieving your financial goals.
At kb Financial Solutions we ask the right questions to determine what tools you need to build a solid, secure financial future. We determine your issues, concerns and independently research your current policies and investments. We then provide you with a valuable insight into your current and future financial situation.
Financial Planning, for us, is not about selling you a product. It’s about minimising your risk, maximising your investments and policies by providing you with effective solutions to meet your needs.
Ours is an overall holistic approach to your financial circumstances. We incorporate other professionals who are already working with you to create a comprehensive plan tailored to you.
