Client Services

24/7 Anywhere, Anytime

You have Access to your Online Financial Planning Account with Strategic.

Many of our clients travel or spend some time overseas. We are a 95% digital practice which gives us a world wide reach for communicating. Ideal for clients who have overseas business assignments, Government employees on overseas postings or retirees travelling.

If you have completed a Goal Plan you can:

  • Monitor progress towards your Goals.
  • When drawing an income check the sustainability of your current draw down rate.
  • Monitor all transactions.

Report Downloads

  • Download end of year tax Reports.  We even tell you which boxes to fill in on your Tax return and how to claim a tax credit on our Portfolio Management Fees. If your other tax affairs are not complex you can easily do this yourself.
  • We can also provide other reports to you for downloading.

 

Several ways of keeping in touch

Call us on 03 377 8046

Make an appointment and meet with us  online or at our office by calling Ewen

Email us:

michael @strategicfp.co.nz
ewen@strategicfp.co.nz
info@strategicfp.co.nz

 

 

All  transactions take place on client’s signature.

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