Financial Strategies (ChCh) Ltd
About the Business
Welcome to Financial Strategies (ChCh) Ltd, located at 94 Disraeli Street in Christchurch, New Zealand. As an establishment specializing in finance, we are dedicated to creating personalized financial strategies that will help you achieve and maintain financial independence. We understand that everyone has their own definition of financial independence, and we are here to assist you in reaching your unique goals.
One of the key aspects of our services is our fee-based advice, which provides complete transparency. Unlike many other institutions, we rebate all product commissions back to you, ensuring that our advice is solely focused on your best interests.
At Financial Strategies, we believe in listening to our clients and thinking laterally to find innovative solutions. We actively seek feedback to constantly improve our services and strive to form long-term partnerships with our clients. Our team of experts provides expertise in a range of areas, ensuring that we can meet your specific needs.
For further information about our institution, please refer to our Public Disclosure Statement, which can be found on our website. We encourage you to base your financial decisions on real facts and analysis, rather than risky and speculative forecasts. We understand that as an investor, you value reliable information and guidance.
Our team is led by John, who has over 20 years of experience in the Financial Services sector. After graduating from Deakin University in Victoria, New Zealand in 1995, John gained valuable international experience working for multinational companies such as Hyundai, Shell, and OM Group. In 2001, he moved to New Zealand with his wife Carolyn and joined Financial Strategies in 2004. John's expertise and dedication make him a valuable asset to our institution.
Hayden, our Financial Adviser, joined Financial Strategies in June 2017 and brings with him 8 years of experience in the financial services industry. He is well-versed in all aspects of investments and financial planning, and his passion lies in building long-term relationships with clients. Hayden is committed to helping you succeed in achieving your long-term investment goals.
Claudia, our newest team member, joined us in early 2018 after completing her Bachelor of Commerce at the University of Otago in 2016 and her Master's degree at the University of Canterbury in 2018. In her role as an assistant to the senior advisers, Claudia utilizes her educational background to provide quality advice to our clients. She is passionate about keeping active, exploring new places, and spending time with loved ones.
We understand the importance of balancing work with personal interests, which is why our team members are also involved in various activities outside of work. John, for example, is a keen sportsman who enjoys running, swimming, biking, and spending time with his wife and three children. He has also dedicated his time and skills to a Christchurch-based charitable organization for 10 years. Hayden, on the other hand, enjoys spending time with his family, evangelism, tramping, and travel. Claudia keeps active through walking, going to the gym, and participating in social sports. She also has a passion for overseas travel, particularly throughout Southeast Asia.
At Financial Strategies (ChCh) Ltd, we are committed to providing you with personalized financial strategies, complete transparency, and expertise in various areas of finance. We value your financial independence and are here to help you achieve your goals. Contact us today to find out how we can assist you on your financial journey.
Location & Phone number
94 Disraeli Street, Sydenham, Christchurch, Canterbury 8023, New Zealand
Reviews
"John is trustworthy and shows a genuine interest in his clients. Highly recommend"
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