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Financial Advice

McKenzie Financial Planning

We also offer under McKenzie Financial Planning a full financial advice service:

  • Investment recommendations & portfolio management
  • Retirement planning
  • Comprehensive Financial planning
  • Kiwisaver advice
  • Health insurance
  • Life & income protection cover advice
Luke McKenzie CFPCM
Luke is a CERTIFIED FINANCIAL PLANNERCM professional and Investment Advisor, who specialises in New Zealand-based advice for new migrants from the United Kingdom. His extensive business experience provides him with an excellent background in financial planning. He is a competent financial advisor with the knowledge and ability to advise on all aspects of financial advice including risk management, estate planning, New Zealand Superannuation, and investments. He is also experienced in UK pensions, endowments, and investments.


Reid McKenzie BMS(Hons)
Reid is a Financial Advisor who specialises in investment and life, disability, and health insurance advice. Since joining Move My Pension / McKenzie Financial Planning, he has been integral in reviewing core business systems and processes with a focus on streamlining the onboarding process for new clients. He is a competent financial advisor with the knowledge and ability to advise on all aspects of personal risk insurance and investments.

 

 

Ring us to discuss!