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About us

McKenzie Financial Planning (MCKFP) is a family owned and operated financial advice provider. Based in Hamilton, but with clients across New Zealand, we pride ourselves on being we’re down to earth and easy to talk to.

Our belief is that financial advice is most effective when utilised over a long period of time (ongoing advice) and our service reflects this approach. Having your investments overseen by us as your financial advisers means that you can seek further guidance from us whenever you need.

And it means over time we can ensure the investments remain appropriate for your needs, or make changes if needed. Ongoing financial advice means having the reassurance that you are heading in the right direction.

Meet our advisors

Luke McKenzie

Luke McKenzie CFP - Senior Financial Adviser

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 McKenzie

Reid McKenzie - Financial Adviser

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 11 years, just celebrated their 4-year wedding anniversary, and have welcomed their first child Wyatt, in July of 2022.

Reid is 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 & Reid work collaboratively so when you come aboard as a client you get the benefit of having two advisers.

Want to know how we can help you?

Check out our services page

For more detail on our services & pricing

Our office is located at:

     31 Balfour Crescent,
     Riverlea,
     Hamilton 3216

Investments
KiwiSaver
Saving for retirement
Financial Planning