Client
Testimonials

At Strategic Financial Planning, our clients are our most important asset.

At Strategic Financial Planning, we take pride in the trust our clients place in us. Their success stories and experiences reflect our commitment to delivering intelligent investment strategies.

REAL PEOPLE THAT We HAVE HELPED

More Than Financial Advisors: We’re Partners in Your Future

We have benefitted both financially and with long-term planning goals from Strategic Financial Planning for 13 years, and we have seen our investment portfolio grow well, providing us with a confident future income.

Anne & Robert

We always appreciate your care of our investments and your recommendations to make them work for us in a manner we could not possibly do ourselves.

Brian & Jan

Michael, Ewen, and their team have managed our investments with considerable professional skill and admirably informed ethical consideration for over 20 years. We greatly appreciate having been able to rely on their integrity, prompt efficiency and advice, all the while with clear and open communication. Strategic has our unhesitating recommendation.

Clive & Rachel

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.

It is wonderful to utterly trust Michael, Ewen and the team, knowing they care for my finances as if they were their own. Every interaction is more like talking to a friend than being a client, no question too small, a helping hand at the end of the phone whenever needed.

Emily P

Strategic Financial Planning has managed our investments for 20+ years. We are thrilled with the service we have received over the years and recommend Michael and the team without hesitation. The Strategic Team is always professional in their dealings with us, and we consider them a vital part of our retirement plans.

Helen & Stephen

Michael, Ewen and their team have consistently demonstrated their expertise and promptness in all their dealings with us. Their friendly and professional approach, coupled with their clear communication of the strategies they recommend, has been instrumental in the successful growth of our investments.

John & Marinda

I joined SFP in June 2022 and their communication has been nothing but prompt, clear, concise, and understandable. Michael and Ewen are both well - informed and approachable. The advice I have received appears to be well - considered and researched, and the results have been encouraging to date. SFP certainly warrants checking out if you are looking for down - to - earth advice from grounded, approachable people without all the unnecessary bling and slogans.

Robert W

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.

Steve & Jo

Strategic has served me well for over 30 years. Information, advice and guidance have been exemplary, and the results have been excellent. I could not have achieved the same results myself. I have recommended a number of people, and I hope to remain a client for years. to come.

Steven G

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

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

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

Are you a New Zealand citizen or permanent resident?

Ready to talk?

Speak to a real adviser — call 03 377 8046, Mon–Fri 9am–5pm, or send us a message.