Ray McKeown

Financial Advisor & Coach

Based in New Zealand

I am a financial adviser and I provide advice on behalf of AdviceFirst Limited, trading as enable.me, which is a financial advice provider licensed by the Financial Markets Authority.

Focus areas
Financial

Ray McKeown

Financial Advisor & Coach

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Types of financial advice I offer

I can design and set financial strategy, and provide a financial planning service, incorporating investment planning services and financial advice in relation to your cash flow management, mortgage management, money habits, goal setting and investment options. I can also provide a tailored coaching service to help you execute on your plan.

I will not provide advice on which product providers to use. Instead, I will refer you to a specialist financial adviser who will have access to multiple providers, and give specific product advice on what is most suitable for your financial strategy and plan.

This includes advice on mortgages, insurance, KiwiSaver and managed funds.

How I get paid

I receive a salary from AdviceFirst – I don’t receive commission payments and I am not required or expected to fulfill quotas or referral targets when providing advice to clients.

To ensure that I prioritise your interests, I follow an advice process that ensures that recommendations are made on the basis of your individual goals, circumstance and current market conditions. Where appropriate, I will engage specialist financial advisers (KiwiSaver, mortgage and insurance) to provide the most up to date market analysis and product recommendations.

I also complete annual training about how to appropriately manage conflicts of interest.

Bookable events are managed time slots people can book with Ray. These will show up here when they are available.

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