Personalised advice you can trust.
Keystone Wealth (Est. 2007) is an independent Investment Advice and Financial Services business located in Auckland, New Zealand, with clients around New Zealand and around the world.
About us
Keystone Wealth is a boutique advisory firm offering truly independent, conflict-free advice and investment portfolios that reflect each client’s unique situation.
We deliberately work with only a select number of clients to ensure we can take the time to deliver a quality, high-touch service.
We believe peace of mind begins with financial literacy and a clear understanding of the investment strategy and its objectives.
The referrals we receive are a testament to the care we take and the results we deliver.
Our ultimate goal is to help our clients spend with confidence – to enjoy the retirement they deserve.
Meet the team
Pete Norris
Pete Norris is a Financial Adviser at Keystone Wealth and has been providing financial advice in New Zealand since 2007. He specialises in delivering high-quality investment advice both to clients investing in retirement and those preparing for it, working with individuals, families, and Charitable Trusts both in New Zealand and abroad.
Pete is passionate about simplifying complex investment concepts and raising the level of investment knowledge in New Zealand. He believes that knowledge builds confidence, which in turn helps clients remain committed to their strategy and ultimately allows them to spend with confidence.
He is a strong advocate for continuing education. Pete’s qualifications include:
Certified Investment Management Analyst® (CIMA®)
NZQA Certificate in Financial Services (Level 5)
Bachelor of Commerce from Curtin University of Technology.
Certificate in Cross Cultural Negotiations, also from Curtin University of Technology.
Pete also serves as Director and Deputy Chair of the CIMA® Society of Asia Pacific.
Outside of his professional work, Pete has two adult children, holds a Black Belt in Kenpo Karate, is an internationally certified beer judge, and enjoys sailing and travelling.
Josh Lawrence
Josh Lawrence is Head of Research at Keystone Wealth, where he oversees portfolio construction, fund and manager research, and the internal tools that support the firm’s advice process. His role spans multiple areas of the business, from interpreting third-party data to building resources that help Keystone deliver quality advice to its clients to enable them to make informed decisions.
He is driven by the opportunity to contribute to the high-quality service Keystone Wealth provides. Josh thrives on solving complex problems and applying critical thinking across behavioural and investment challenges in the advice space. His work helps equip advisers with the right tools to communicate clearly and consistently with clients. A contrarian by nature, he believes in challenging market norms and grounding decision making in a coherent investment philosophy.
Starting in the role of Investment Analyst, Josh has been with Keystone Wealth since 2020. He holds a Bachelor of Commerce in Finance and Accounting from the University of Auckland and has passed Level 3 of the CFA Program.
Outside of work, Josh is an avid sports fan and passionate supporter of the Toronto Raptors and the New Zealand Warriors, rarely missing a game.
Everything you need,
with nothing you don’t
At Keystone Wealth, you work directly with qualified professionals who design and manage your investment strategy.
They’re supported by a network of specialists in research, analytics, and technology, brought in only where they add real value.
It’s a focused, efficient approach that combines institutional expertise with personal accountability.