Why Choose Our Wealth Management Team?
Managing your wealth is about more than mere numbers – it’s about creating a plan that supports your personal values and goals. Here are just a few ways in which we help our clients get from their current positions to their financial goals:
Personalised Strategies
Everyone’s situations, goals and limitations are different, so you shouldn’t have to settle for generic, one-size-fits-all solutions. We offer tailored financial plans and advice to fit every aspect of your unique financial journey. Before we give you any advice, we will be sure to discuss the specifics of your situation.
Independent Advice
As fee-only financial advisers, we act in your best interest without conflicts of interest. This way, you know that all of the advice and support you are getting is based on what’s best for you. After all, your success is our top priority.
Comprehensive Support
Your investment plan will be integrated with your overall life plan, ensuring that your funds are aligned with your priorities. Whether you want to save for retirement, purchase a new house or reach another financial goal, we are here for you.
Your partner in financial success
At Strategic Wealth, our main mission is to help clients make the most of their finances. We are fully committed to helping you make smart, informed decisions about your finances based on your particular circumstances. We take a personalised approach with every client we work with, creating tailored strategies and offering you independent, fee-only advice.
We connect your financial goals to your life’s broader aspirations, making financial management easier and more successful than ever. Our focus is on empowering you with clarity, guidance and professional expertise to create a more secure future for you and your loved ones.
Building Resilient Financial Strategies for the Future
The Financial Services We Can Offer You
How can we at Strategic Wealth help you? Here are a few areas we specialise in:
Financial Planning - Innovative Solutions For Personalised Planning
Financial planning is one of the foundations of what we do. Smart financial planning helps you:
- Set clear goals that are realistic, practical and achievable.
- Prepare for life’s uncertainties, keeping you and your loved ones financially secure even when the unexpected happens.
- Ensures your resources are aligned with your priorities, helping you meet not only your financial goals but also your life goals.
Together, we will discuss setting goals based on your aspirations, cash flow analysis to evaluate your finances, risk management to mitigate financial risks, retirement planning to plan for your future and so on.
Investment Management - Making Smart Investments That Grow Over Time
Your investments are a critical component of your financial plan. Our investment services are designed to help your portfolio grow while mitigating risks, letting you make smart choices that are more likely to result in steady financial growth.
- Tailored Portfolios. Investments are customised to align with your goals, time horizon and risk tolerance, creating portfolios that are personalised to you.
- Diversification Strategies. We use diversification to manage risk and improve potential returns.
- Ongoing Monitoring. Your portfolio will be actively monitored and adjusted as needed, and we can review your investments together when you need us to.
KiwiSaver And Australian Super - Saving For A Brighter Future
Fund schemes and programmes can help you save money for your future goals. Whether you want to discuss KiwiSaver, AustralianSuper or another kind of retirement planning programme, we will be happy to help you with your options.
- Analysing Your Goals. Before choosing a plan, we will analyse your goals so that we know what qualities to focus on when planning for your savings.
- Viewing Available Funds. Together, we can look at available funds and plans that could work for you.
- Creating Solid Financial Plans. Based on your goals and your funds, we will create a good financial plan that will help set you up for success.
Planning For The Future You Want
Trust us at Strategic Wealth to help you plan for the future you want, creating achievable goals and guiding you to success through clever financial strategies and personalised help.
To get started, we invite you to contact our team today. We can discuss the wealth investment service or adviser solution that would work best for you and your New Zealand family.