strategic financial planning

We add value through intelligent, diversified investing with a global reach. Our performance tells its own story.

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Who is stealing your money?  It is time to explore investments that can challenge inflation.

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Added Value Investment Strategies

Our research driven portfolio designs are dynamic, adapt to changing conditions, and are not tied to arbitrary calendar reviews or solutions. Significant events and opportunities trigger action. Once “airborne,” with client documentation and compliance obligations met, we are in the blue air with little administration turbulence. Strategic for sustainable wealth growth. We are eclectic: Funds/Direct Investments, Smart Beta, Seeking Alpha, Thematic ETFs, Innovation, Sustainability. Whatever adds value.

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We Know Our Clients Well

Priority One: Understanding your needs! We will share our independent client-first processes and design an investment portfolio aligned with your needs. As financial planners and investment advisers, we can help you find investment solutions that fit your current and future needs. Some are growing their assets, and others are seeking regular income. Sold a business, received an inheritance, saving hard? Time to explore the options.

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Quality Advice for Busy People

As boutique advisors, we journey with clients over many years. Trusted by a diversified client base: Members of the Judiciary, a Judge, Barristers, Lawyers, Detectives, Business Owners, Trustees of Charitable Trusts, Medical Consultants, Doctors and Nurses, University Professors, CEOs of major enterprises, Business Consultants, Ministers of Religion, Aircraft Engineers, IT Professionals, Hospitality Managers, Logistic Specialists, Senior Military Personnel, etc.

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Dynamic Portfolio Monitoring

As part of our risk management process, we employ both personal oversight and a suite of automated checks to continuously monitor exposure levels to investments and asset categories. Adjustments to asset allocations are made in response to evolving economic conditions. Our firm maintains a diverse range of Investment Research subscriptions, and the invaluable insights contributed by Michael have substantially augmented the performance of our portfolios. It is often judicious to refrain from following the herd and to prudently limit exposure to any investment.

the team behind strategic financial planning

Meet our team of financial and investment advisors.

The Strategic team meeting around a table at their offices
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A unique login will track a portfolio’s progress, from headline valuation to the minutiae of every transaction and supporting research. Choose how deep you want to dig.With our messaging service and portfolio monitoring, we provide complete access and ensure compliance, transparency, and global reach.

Comprehensive

"Unlock the power of a dependable relationship enhanced by state-of-the-art digital tools."

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We have been clients of Michaels for over 30 years now, having trusted his investment advice over that time in order to have sufficient money to support us during our golden years. Michael & Ewen have always provided quality service delivered in a timely manner. They are professionals when providing their recommendations, very caring regarding day-to-day matters and most trustworthy, which has resulted in a long-term relationship.
Cucasian middle-aged businessman
Steve & Jo
Auckland
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.
Cucasian middle-aged businessman
Colonel & Mrs H.
North Island
Level 1, 69 Corsair Drive, Wigram, Christchurch 8042michael@strategicfp.co.nz

Michael Taylor

Principal Advisor
As the founder of Strategic Financial Planning Ltd, Michael has been a financial adviser since 1989 and was among the first in New Zealand to receive an AFA License in 2010.
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Level 1, 69 Corsair Drive, Wigram, Christchurch, 8042simon@strategicfp.co.nz

Simon Walmisley

Advisor
Simon's background is in business management and ownership and has been a long-term investor. He assists clients to manage their money more effectively.
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Level 1, 69 Corsair Drive, Wigram, Christchurch, 8042ewen@strategicfp.co.nz

Ewen Cameron

Client Services Manager
For over 20 years, Ewen has assisted the Strategic team in providing investment and financial advice to clients. He is a licensed financial advisor.
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