Keith Kerr

Whether you’re planning your business’s future or your own, the last thing you want is for your plans to be derailed. I can help you keep your plans on track, with expert financial and risk management advice, specifically tailored to professionals and business owners.

Business owners and professionals – like you and I – are the backbone of the New Zealand economy. There are over 450,000 of us in New Zealand, and I want to help as many as I can to succeed, in business and in life.

How do I do that? By helping you gain financial freedom faster, and protecting both you and your business from risk. With my track record of delivering first class advice on mortgages and insurance for over two decades, I can help you get what you want from life in the easiest way possible for you.

Wouldn’t you like the freedom to grow your business to its full potential? To leave a lasting legacy for future generations? To have absolute certainty about your family’s financial security, no matter what life throws at you? That’s what I can offer you. And because I’m a Registered Financial Adviser, with a “clients for life” philosophy, you can be sure I’ll always do the right thing by you. 

I consider my work to be about more than just insurance and finance. I’m in the business of helping you get what you want from life, and protecting it for current and future generations. With over 1,200 very satisfied clients, you can be sure that together we’ll achieve your goals.

Areas of specialist expertise include: 

• Financial considerations for personal & business
• Business interruption strategies
• Keyperson coverage
• Shareholder protection
• Business debt management
• Disability & income protection
• Partnership risk management
• Succession funding and structure

Director, Leadership Team, Mortgage Broker, Registered Financial Adviser
Fax:
09 414 4410
Phone:
09 215 4586
Insurance Company
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Contact me

Contact me