Strategic Financial Planning

Welcome to Strategic Financial Planning, a premier establishment in New Zealand specializing in finance. Located at 69 Corsair Drive, Christchurch, our institution is a point of interest for individuals seeking expert financial advice and services.

At Strategic Financial Planning, we pride ourselves on our dynamic portfolio design that adapts to changing market conditions. Unlike other institutions, we do not rely on arbitrary calendar reviews or solutions. Instead, we take action based on significant events and opportunities. Once you become our client and complete the necessary documentation and compliance obligations, we take to the blue air with little administration turbulence.

Understanding your needs is our top priority. We believe in a client-first approach and will share our independent processes to design an investment portfolio that aligns with your specific requirements. As both Financial Planners and Investment Advisers, we have the expertise to assess your investment solutions in the context of your current and future needs. Whether you are looking to grow your assets or seek a regular income, we have the knowledge and experience to guide you.

As a boutique advisory, we accept only one new client per month. This exclusivity allows us to provide personalized oversight and attention to each client. We are privileged to be trusted by a diversified client base that includes members of the judiciary, judges, 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, and more.

In addition to our personal oversight, we have a series of automatic checks in place to constantly monitor exposure levels to investments and asset categories. As economic conditions change, we review and adjust asset allocations accordingly. Our wide range of Investment Research subscriptions and our founder Michael's unique insights add significant value to portfolios.

Rest assured, we prioritize transparency and compliance. Unique logins allow you to track your portfolio's progress, from headline valuation to the minutiae of every transaction. You can choose how deep you want to dig into your investments. We provide everything you need to meet compliance standards and ensure transparency. With our online messaging service and portfolio monitoring, you have access to your investments anytime, anywhere in the world.

As a fee-based practice, we eliminate conflicts of interest, ensuring that our advice is solely focused on your best interests. If you are willing to accept a degree of volatility for the reward of better returns over time, if you believe in taking a holistic approach to investing, and if you have between $200,000 and $4 million to invest, it's time to talk to Michael, one of the most experienced advisers in New Zealand.

Our process begins with understanding your needs and sharing our independent processes that prioritize clients. If you choose to proceed, we will design a recommended investment portfolio tailored to your specific requirements. To get started, complete our online "Personal Financial Map" to book a complimentary one-hour discovery session. This session will be both productive and educational, providing you with valuable insights into your financial future.

With our personal 24/7 online service, you can access your investments whenever and wherever you want. We are committed to working with you to get the best out of your investments and help you achieve your financial goals.

Strategic Financial Planning Ltd (FSP 26383) is the trusted Financial Advice Provider you can rely on. Contact us today to embark on your financial journey with confidence.