At Keystone Advice Group we’re here to help. Help challenge you to dream bigger. Help your toughest obstacles seem smaller. Help you make better decisions with the support of tailored financial advice. Help you discover your own winning ways. And help you ultimately, to believe you can live your best life. Keystone Advice Group. It's possible.
Helping People Realise Their Dreams And Plans By Creating Belief That It’s Possible.
Keystone Advice Group is a team of Financial Advisers and support staff dedicated to helping you achieve your plans and dreams. Our strength comes from delivering tailored, high quality advice based on a consistent process. Importantly, Keystone Advice Group's financial advice is not about limiting your lifestyle now to achieve future goals but about achieving a balance so that you can enjoy your life today and save for your plans and dreams.
Big Enough To Deliver... Small Enough To Care...
With offices in the Waikato and Auckland, you can deal with someone local but also benefit from the expertise and support of the collective company.
We have access to market leading insurance and banking partners and specialised investment research through Mercer, one of New Zealand's most influential providers of independent investment research.
We have been in Matamata for approximately 50 years, and Auckland since 2007 delivering personalised service and commitment to our clients since then, and plans to build on this long into the future.
Everything we do is about helping you achieve your dreams through the belief that it’s possible.
The secret to our business success is quite simple – we care for our clients. The ability to be able to make a difference to our client’s lives is hugely satisfying
Keystone Advice Group is passionate about giving back to our local communities. Keystone Advice Group has partnered with Habitat for Humanity since 2008 helping families to achieve the Kiwi dream of owning their own home.
[Matamata Rotary Club]