Welcome to
Kelly Watt & Associates
Financial success is a journey, not a destination. We’re here to guide you every step of the way with personalised advice on Trauma and Income Protection insurance, KiwiSaver, investments, retirement planning and more. Together, we’ll help you protect what matters, plan for the future and achieve your financial goals with confidence.
CALL US TODAY to start your journey towards financial security.
What can we help with?
-
Grow your wealth or save for your retirement with KiwiSaver, managed funds or invest in one of Wealthpoint’s five leading investment portfolios.
-
Protection for you and your family through life, medical, income protection and trauma insurance.
-
Our homes, cars and other private assets (boats and toys) are some of our most significant investments. It is important to get sufficient cover to protect you financially and to provide you with peace of mind should something go wrong.
-
Explore our mortgage solutions available through some of New Zealand’s leading banks and mortgage providers.
Meet Our Team
-
Matthew Watt
Director | Financial Adviser
-
Mark Koubaridis
Senior Broker | General Insurance
Kelly Watt and Associates Ltd. operates as an autonomous advisory firm, providing a distinctive combination of expertise, specialization, and elevated service standards to individuals in search of assistance with financial planning and asset protection. Boasting a broad array of solutions and products sourced from prominent suppliers, Kelly Watt and Associates delivers a comprehensive suite of services covering investments, KiwiSaver, mortgages, and insurance. With office located in Whanganui, Kelly Watt and Associates caters to the financial needs of whole Manawatu region.
About Us
Testimonials
-
"Kelly Watt & Associates have been fantastic in helping us get our insurances in line. Matthew is friendly, professional, and simple to deal with, making decisions easier to understand and execute. Highly recommend having the KWA teams help!"
Brooke Reuters
Director | Balance Chartered Accountants -
"We have found Kelly Watt & Associates excellent to deal with. They are very approachable and have given us excellent advice on our investments and our insurances. We have set our children up with Matt to advise them on their savings futures and have recommended our family to approach them to take advice on matters. And we really do like their no stress, friendly and no commitment attitude."
Bridget and Stephen Gray
Stephen Gray Racing -
"I appreciate the grassroots care and attention I get from KWA. I know that if and when life circumstances change, we’ll have a plan in place that will work best for my team and my business. It’s a good feeling. Thank you for that peace of mind.”
Hinemoa Ransom-Boyd
Owner | H&A Print
Contact Us
Email our Support Team today, and we will get back to you, and direct your query to the relevant person/s. Use the contact form below, or email us directly at reception@kwa.nz