The Kepler Difference
Our overriding aim is to help you plan today to achieve a comfortable retirement, and enjoy your life along the way. To deliver on this, we hold the following principles for everything we do:
• We provide expert financial planning, investment management, insurance and KiwiSaver advice.
• Our advisers are Authorise Financial Advisers (AFA) so you can be confident that we will always put your interests first.
• You can be confident that we have years of skills and experience behind what we do and robust processes that are regularly audited.
• We are small boutique style businesses that are locally owned; this gives us the flexibility to act quickly and efficiently to meet your needs; good old fashioned service, no automated phones.
• We provide personalised advice that is unique to your family situation.
• Your trust is our prime concern. We understand that your information and our discussions are privileged, we respect your privacy.
• We will work with you at the level you choose. Our aim is to build a relationship with you that endures and caters for your ever changing needs over the years.
• We Make It Easy – financial planning can often seem daunting and complex, so we’re here to make it easy for you.