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See the Financial Markets Authority site for details of the new Compliance Regime. http://www.fma.govt.nz/




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New Client?

Strategic has a wide range of clients and each portfolio is designed to meet the specific needs of each client. The minimum Investment Placement is $100,000 and we cater for larger portfolios within the $1,000,000+ range. Smaller portfolios are accepted on condition that serious monthly savings are undertaken.

How to proceed

  • Download Strategic's Disclosure Statement -this will outline who we are and how we do business. (See below).
  • Download  Financial Planning Questionnaire. Complete the sections that apply to you.  Post or scan and attach as a file to an email. We will respond with an email or call to confirm details and our fees. (See below)
  • Plan Preparation - We will design a strategy to meet your specific needs.
  • Confirm who you are -To meet compliance we will need a Photo ID and if we have not met you personally (our preferred option) the copy will need to confirmed as a "true copy" by a JP or an appropriate person.
  • Implement your Strategy!
  • Set up a Review sequence.
Call 03 3778046  if further clarification is required.

Strategic's Key Service features:

  • We do not handle money  - Strategic manages money and advises on investment strategies. All funds transit directly through your designated cash account in  your own name.
  • You are in control  -  we advise and on your confirmation, oversee the placement administration. Other than offshore investments which are held in our broker's Nominee Account all placements are held directly in your name.
  • We do not use a WRAP Account - Strategic's use of the OMNIMax Financial Planning Platform keeps all options open.
  • Access your portfolio on-line (April 2010):  - monitor the progress of your portfolio with on-line, access reports, download your annual tax report, easily meet IRD requirements minimising accountancy costs.

Get it right first time!

There are a wide range of related issues that should also be addressed and advice sought during the Financial Planning process. We can assist in identifying these issues.  In some cases we can give direct solutions and in others recommend the professional who can assist you. Examples are: The legal structures and the consequences for your investments - Joint Tenants, Tenants in Common, Family Trusts, Charitable Trusts, Company, Superannuation Funds, Taxation Issues, Gifting, Domicile Issues for those living Overseas....and many more. Neglect in this area can lead to compromising your goals.

Subpages (2): Resources Why Use Strategic Financial Planning?
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SFPClientQuestionnaire1003.pdf
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Michael Taylor,
Apr 5, 2010 4:04 PM

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