The story of Kepler Group starts with its formation in 2010 by the amalgamation of four financial advisory practices across the South Island, and we have since added a North Island practice.
Our clients cover New Zealand and overseas, they range from KiwiSaver only clients through to high net worth clients with millions of dollars being managed.
Four of our practices are licensed by the Financial Markets Authority as Discretionary Investments Management Service providers. This involves rigorous review process about businesses people financial capabilities and processes. We share our skills and expertise and support each other to deliver the best advice possible for our clients.
Financial planning starts with discovery, knowing and understanding our clients’ needs, and then putting in place, solutions