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About us

Who are we:

McKenzie Financial Planning (MCKFP) is a family owned and operated financial advice provider. We’re down to earth and easy to talk to.

A modern approach to financial advice:

We’re intent on helping our clients get from where they are, to where they want to get to. Helping our clients reach this destination means providing personalized advice & financial planning that takes into account their specific situation and goals.

Modern financial advice doesn’t mean stuffy meetings in an office. It means using technology to make it easy. It means getting advice when and where you need it – like from the comfort of your home, at a time that suits you.  

We’re taking getting financial advice out of the ‘too hard basket’.

Meet our advisors

Reid McKenzie

Reid McKenzie BMS (Hons) - FSP1001338

Born & raised in Hamilton Reid completed a BMS (hons) at Waikato University. During this time he met his wife Gemma through a mutual friend. They’ve now been together 10 years, just celebrated their 3-year wedding anniversary, and have welcomed their first child Wyatt, in July of 2022.

Reid describes himself as practical but also optimistically minded when it comes to investment.

He’s interested in the psychology of investment, likes pondering analogies that may or may not make complex ideas easier to understand, not wearing ties, and spreading marmite on toast thicker than most..

Luke McKenzie

Luke McKenzie CFP - FSP39965

Born and raised in Christchurch Luke moved to Hamilton for work and later met his wife Denise. They’ve now been married 36 years and have two adult children.

Luke has been a Financial Advisor for over 20 years. In addition to being a Financial Planning specialist with the Certified Financial Planner (CFP) accreditation he also has a specialisation in the transfer of UK pensions to NZ qualifying schemes for returning NZers or UK immigrants which he facilitates under the brand www.movemypension.co.nz

Luke enjoys gardening, stand-up comedy & varying his level of proficiency at golf week by week.

Reid & Luke work collaboratively. So when you come aboard as a client you get the benefit of the perspective of two advisers.

The values we incorporate into our financial advice service:

Easy

We aim to make financial advice and investments Easy.

  • It should feel Easy to deal with us, 

  • Easy to understand what we’re recommending & why.

Digital

Digital means using modern tech like Zoom for meetings. It means providing you financial advice whenever and wherever you need.

Personal

The experience is Personal to you, your financial situation, & your stage of life. We're a small & Personable team aiming to help you get to where you want to go

Fit

Our focus is on getting you financially Fit with financial advice that is Fit for purpose.

A simple fee structure - So you know exactly what we charge, upfront, before you even contact us.

One-off flat fees for financial advice:

Depending on the service provided we may charge a flat one-off advice fee. This is to provide a formal recommendation based on your personal financial situation and goals:

  • Kiwisaver: $0 - we do not charge clients to provide Kiwisaver recommendations from the Kiwisaver providers we use. 

  • Managed fund investments:  $250 - We charge clients a one-off fee to provide a managed fund investment recommendation suitable to their goals.

Ongoing adviser fees: 

We also charge ongoing adviser fees to provide ongoing financial advice and support for the investments we recommend. These ongoing fees are deducted from your investments similar to the standard fund management fees you pay.

Think of it like tacking on a couple dollars to your gym membership to have a personal trainer financial adviser you can contact whenever you need, helping you get financially fit.

Ongoing adviser fee paid by client varies based on investment type and provider used:

  • Kiwisaver: client pays between 0% - 0.50% p.a. of funds under management.

  • Managed fund investments: client pays between 0.25% - 0.50% p.a. of funds under management.

Want to know how we can help you?
Check out our services page

For more detail on our services, pricing & process.

Our office is located at:

     31 Balfour Crescent,
     Riverlea,
     Hamilton 3216

Easy financial advice
Affordable financial advice
Online financial advice