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Our disclosure statement is available on request. Please email jenny@dka.co.nz

 
Our Approach
Our approach is simple - and we like to keep things that way for our clients. We will team up with you to offer pragmatic, up front advice, always keeping a holistic view of your affairs.
 
Risk Management
In a competitive market with a huge array of policies to choose from, you need good advice.

We specialise in policies to protect your:

  • House. contents and vehicle
  • Business
  • Lfe, medical, trauma and income protection needs &mortgage insurance
  • Kiwisaver
  • Investments
  • Mortgages 

If you're unsure just how good your cover is, let us audit your insurances and advise you on what best steps to take.
 
Mortgage Financing
All mortgage contracts are not created equal, working only with top lending institutions, we can find the deal that best suits you - and help you with the negotiation process.
 
Retirement Planning
Looking for personal superannuation to help you save and build for your retirement? Talk to us about ways to still receive an income well into your 'more mature' years.

We can also advise on corporate superannuation schemes to motivate and reward your staff, helping them to begin their journey to a more secure financial future. For advice on Kiwisaver, contact us to discuss how best to make this work for you, your family, or your employees
 
Investment
We all know there are a huge range of opportunities to explore - so why not let us do the research for you? We can advise you confidently on international investment opportunities, and on how to structure your investments so taxation works with you, not against you.

As an Authorised Financial Adviser I am able to help you diversify your investment portfolio with the aim of minimising the risk and maximising the returns.
 

Principal Derek Keith B.A.; B.Ed.; Authorised Financial Adviser ( A.F.A.)
A disclosure statement is available free of charge on request. Please contact jenny@dka.co.nz