Category Archives: Stay Safe

Financial Health Checks proving popular

At client review time all Strategic’s clients are given an invitation to complete a Financial Health Check. For a number this has been a very helpful experience. Having a good overal picture of how you are placed is either very … Continue reading

Posted in Financial Literacy, Financial Planning, Life, Life Planning, Retirement, Stay Safe, Uncategorized | Leave a comment

Why you should never write a cheque to an advisor or their company!

Fraudster Evan Cherry’s Grand Facade Built On Lies… | Stuff.co.nz Evan Paul Cherry, a slight, bespectacled 53-year-old Aucklander, clutched a small overnight bag in the dock of North Shore District Court last Friday as he quietly admitted to lies spanning … Continue reading

Posted in Financial Literacy, Financial Monitoring, Financial Planning, Investment Strategies, Life, Stay Safe, Uncategorized | Leave a comment