strategic financial planning for christchurch, new zealand

We're here to help you grow your wealth through smart, diversified investments around the world. Our track record speaks for itself, and we'd love to earn your trust.

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Is inflation quietly eroding your wealth? We're here to help you find investments that stay ahead of rising costs together.

Smart Investment Strategies That Work

e believe your investments should be as unique as you are. Our research-backed approach adapts to real market changes – not just calendar dates. When genuine opportunities arise, we act quickly on your behalf. Once we've handled all the paperwork and compliance details, you can relax knowing your portfolio is working hard for you. We're flexible in our approach, using everything from traditional funds to innovative ETFs, always focused on what truly adds value to your wealth.

Getting to Know You Comes First

Your financial goals are personal, and we treat them that way. We take time to truly understand what matters to you before designing any investment strategy. Whether you're building wealth for the future, need regular income now, or have experienced a major life change like selling a business or receiving an inheritance, we're here to listen first, then guide you toward solutions that fit your life perfectly.

Trusted Advice When You Need It Most

Life gets busy, but your financial future shouldn't suffer. That's why our boutique approach means we stick with you for the long haul, becoming trusted partners you can rely on. We're proud to work with people from all walks of life – judges, business owners, doctors, engineers, and many others who value honest, straightforward advice. They trust us because we put their interests first, every single time.

Keeping Watch Over Your Investments

Your peace of mind matters to us, which is why we never stop monitoring your portfolio. We combine personal attention with smart technology to keep a close eye on your investments around the clock. When market conditions shift, we adjust your portfolio accordingly – but we'll never follow the crowd just because everyone else is. Sometimes the best move is staying steady while others panic, and we're here to make those calm, confident decisions with you.

Level 1, 69 Corsair Drive, Wigram, Christchurch 8042

the team behind strategic financial planning

Meet our team of financial and investment advisors.

When you work with us, you get the best of both worlds: genuine personal relationships and smart digital tools that make everything clearer. Your secure personal login gives you complete visibility into your portfolio whenever you want it. Check your overall performance at a glance, or dive deep into individual transactions and the research behind every decision we make together. It's entirely up to you how much detail you want to explore.
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Our messaging platform keeps us connected, so you can reach out with questions anytime, while our monitoring systems work around the clock to keep your investments on track. We believe transparency builds trust, which is why we give you full access to everything. Whether your investments are local or span the globe, you'll always know exactly where you stand and why we've made each decision. This isn't just about compliance or meeting regulations – it's about building the kind of honest, open relationship that lets you sleep well at night knowing your financial future is in capable hands.

Comprehensive

Experience the confidence that comes from a partnership built on reliability and cutting-edge technology.

We have invested through Strategic Financial Services for over ten years and have found their financial advice balanced and exemplary. We have seen our portfolio grow despite the economic situation. We would not have a strong financial position without their management today.

Colonel & Mrs H.

North Island

We have appreciated the professional advice and technical help given to us by Michael, Ewen, and the team over the years. We learned that financial investments always have ups and downs, but we have always felt confident that our portfolio was in safe hand s. Strategic has gone from strength to strength, and we benefit.

Pauline & Logan

South Island

Read All Our Client Testimonials

Insights & Regulations

Have a question?

We’ve compiled a list of answers to the most common inquiries we receive.

How We Work

Numerous events have the potential to harm both personal life and the investment sphere. Fear and greed are significant factors, and many individuals harm themselves financially through imprudent investment decisions. Over the past 35 years, we have witnessed various scenarios, and while there is no linear trajectory, strategies exist to navigate these challenges successfully.

Do you fit our client profile?

Our clients are at the heart of everything we do.

In order to work with you we've got to understand your needs and be on the same page to recommend an investment portfolio to you.

If you fit our profile, it's time to talk to us.

Do you live between "fear and greed" and have a holistic approach to investing?

Are you a New Zealand citizen or permanent resident?

Can you accept a degree of volatility for the reward or better returns over time?

Balanced, Growth and High Growth Clients are our client focus.

Do you have between $200,000 and $4m+ to invest?

Ready to grow your wealth?

Investment wisdom tailored to your life's ambitions.