Trusted Financial Advisers in NZ
Start Your Journey to Financial Success
Financial management can be complex and stressful, particularly if you don’t have much experience with finances. So, having a knowledgeable and trustworthy financial advisor by your side can make all the difference.
We at Strategic Wealth are an independent financial adviser team who are completely committed to helping Kiwis like you make informed decisions about financial matters. Our financial advisers strive to give you the confidence, clarity and support you need to achieve your life goals.
What Does A Financial Advisor Do?
A financial adviser is a financial specialist who provides personalised guidance and expertise to help you manage your money, plan for the future and achieve specific financial objectives. Finances may be stressful for most people, but with the right strategies, you can manage your money well and get on the right path to meet your life goals.
What objectives are you trying to reach? Common goals are saving for retirement, buying a new home, growing investment portfolios and saving for higher education. Regardless of your goals, an experienced financial planner can offer advice to suit your needs.
Why Work With Strategic Wealth?
We know that managing your finances can be complex, so our financial adviser team is happy to provide you with the following and more:
Expert Guidance
We will stay informed about investment opportunities, market trends and financial planning strategies. We utilise our expertise, facts about your situation and knowledge of the current market to help you make great financial choices.
Objective Advice
You will receive unbiased, impartial recommendations that are tailored to your goals, not driven by commissions, sales targets or any other hindering factors. We will remain honest, practical and realistic about your potential results.
Time Savings
With help from a financial adviser, you can have peace of mind about your finances while focusing on what matters most to you in your life. If you have any questions or concerns about your finances, we invite you to call our financial advisers to have a conversation with you to clear up any worries you have.
The Role Of A Financial Advisor - What We Can Do
Our financial advisors act as key partners in your financial journey, providing you with support in several key areas:
Expert Financial Planning
A comprehensive financial plan will be the foundation of your financial future. We can define your short- and long-term goals and create realistic steps to reach them. We will also analyse your situation, including assets, liabilities, income, expenses, any current loans, your KiwiSaver options and so on. Using the information we find, we will create a customised plan to achieve your objectives while staying adaptable to life’s changes. For example, if you ever need to file insurance claims, an adviser from our team will be here to assist you throughout the claims process.
Innovative Investment Management
Investing can be a significantly powerful tool for building wealth and reaching your primary financial objectives. However, investing also comes with risks. Our advisers will discuss your risk tolerance, potential investment opportunities and other information to create a diversified investment portfolio that works for you.
Comprehensive Retirement Planning With KiwiSaver And More
Planning for retirement is one of the most critical aspects of financial planning and is a major goal for many Kiwis. We can estimate how much you’ll need for retirement, structure your savings to ensure a steady income during retirement, discuss maximising KiwiSaver contributions and so on.
Effective Tax And Estate Planning Advice
Efficient tax and estate planning can preserve more of your wealth for you and your family. Our advisers offer guidance and financial advice on tax-efficient investment strategies, advise you on structuring your estate to minimise tax liabilities and so on. Together, we can find what you need, whether that be life insurance options in New Zealand, the right tax management strategies, etc. Our professional financial advisers are always here to help.
Take Control Of Your Financial Future With Our Financial Advisors
At Strategic Wealth, our expert financial advisers are committed to helping you make smart decisions about your wealth so that it works for you – not the other way around. Whether you’re just starting out or you’re managing significant investments, we’re proud to offer the financial advice and personalised service you need to achieve your goals.
If you’re ready to start, we’re ready to help. Please feel free to contact us today for a free, no-obligation consultation so we can find the best ways to help you with our financial advice.