The Financial Strategies Group

Welcome to The Financial Strategies Group, a trusted establishment located in Canterbury, Christchurch, New Zealand. Our mission is to provide our clients with peace of mind by creating financial plans that offer security now and in the future.

With over 30 years of experience, our long-standing financial planning practice caters to all aspects of your financial situation. Our reputation is built on consistently providing first-rate researched advice, encompassing a wide variety of financial products and companies available to investors. We have access to all major fund managers and continuously research and review our products and services.

At The Financial Strategies Group, we are dedicated to excellence in client service. We take great care and attention to ensure that every client receives regular and personal service. We understand and appreciate the often complex and emotive personal decisions involved in creating a plan of action that suits your individual goals and lifestyles. Our goal is to make the consultancy process as stress-free as possible.

One of our clients, who experienced a marriage break up ten years ago, found themselves in need of good, sensible financial advice. Fortunately, Sheryl was recommended to them and immediately helped them assess their budget needs, both immediate and future. Sheryl's extensive knowledge of the markets and passion for the industry make her an invaluable asset for clients who find the finance world hard to understand. Her down-to-earth approach and appealing sense of humor make the process enjoyable and accessible.

Sheryl, our expert financial planner, has specialized in working closely with her investment clients for over 30 years. Her ability to read between the lines and understand their unique stories sets her apart. Sheryl's main goal is to help her clients achieve peace of mind. She believes that by uncovering her clients' motivations, she can better help them invest appropriately to reach their goals. She ensures her clients understand their options and advice by speaking in plain English.

As an Investment Fiduciary, Sheryl voluntarily holds herself to a higher regulatory standard than most advisers. She has authored multiple best-selling books on money and investing and is a proficient communicator. Sheryl's dedication to safeguarding her clients' funds and providing them with as much choice as possible in their retirement years has earned her the trust and appreciation of her clients. In a recent survey, 100% of respondents said they would happily refer her to friends and family.

Sheryl is based right here in Christchurch, New Zealand. She has experienced the resilience and strength of the community after the earthquakes, having lost her previous office and home. She has come through stronger than ever and is ready to help you or someone you care about. Take the time to get acquainted with Sheryl and find out how she can assist you in achieving your financial goals.

Testimonials from our satisfied clients speak to the success of our services. CG expresses gratitude for the sound guidance that has tripled their initial investment, while S & C Dickel were impressed by Sheryl's determination and knowledge. R Waddams started small but with Sheryl's encouragement, their savings and confidence grew rapidly.

At The Financial Strategies Group, we are committed to providing you with the best financial planning services possible. Contact us today to start your journey towards financial security and peace of mind.