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We offer a range of services aimed at adding value to your business.
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Financial Investment Planning
In mid-2001, we joined forces with Professional Investment Services (Waikato) Ltd, enabling us to offer investment, insurance and lending advice. Professional Investment Services New Zealand is one of New Zealand’s largest financial planning organisations.
In mid-2008, Professional Investment Services (Waikato) Ltd and KTM Financial Planners Ltd merged and KB Financial Solutions Ltd was born. KB Financial Solutions Ltd remain affiliated with the Professional Investment Services network.
KB Financial Solutions Ltd is run in association with Kelly & Bryant Chartered Accountants Ltd. The two companies work together to meet the financial needs of their mutual Clients, yet they remain independent companies servicing separate Client bases. Financial investment planning ensures your personal financial and retirement goals can be met through the development of comprehensive and effective strategies that will strengthen your financial security. These strategies provide a source of income other than your business or employment income. Don’t take unnecessary risks with your future.
Certified advisors of



Financial Services
KB Financial Solutions is run in association with our accounting practice and offers a range of financial planning services.
If you need assistance with investments, mortgages, insurance or general financial planning then we can help!
www.kbfinancial.co.nz

Community Involvement
We are strong supporters of our local community and are involved in sponsoring a number of different community events, as well as supporting a number of local sporting teams.
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Important news from K+B Newsletter July/August 2010
15% GST...
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New Employess...
90-day trial period.
Newsletter - July & August 2010.pdf