Our goal is to create a personalised financial strategy to help you achieve and maintain financial independence — and we know that everyone has their own definition of financial independence.
Our fee based advice gives you complete transparency. All product commissions are rebated to you.
A Financial Strategies financial plan includes the following:
We listen, think laterally, seek feedback to improve and form long term partnerships with clients whilst providing expertise in the following areas:
The individual investor should act consistently as an investor and not as a speculator.Ben Graham
The key to investing is determining the competitive advantage of any given company, and above all, the durability of that advantage.Warren Buffett
I often remind our analysts that 100% of the information you have about a company represents the past, and 100% of a stock’s valuation depends on the future.Bill Miller
Hot tips are no better in the share market than they are at the race track.Kerr Neilson
Finding the best person or the best organisation to invest your money is one of the most important financial decisions you’ll ever make.Bill Gross
Simple strategies can work just as well, if not better, than complicated overthought strategies.Samuel Lee, Morningstar
You are an investor, not someone who can predict the future. Base your decisions on real facts and analysis rather than risky, speculative forecasts.
John has over 20 years experience in the Financial Services sector. John graduated from Deakin University in Victoria, Australia in 1995, then spent six years overseas working for several multi-national companies including Hyundai, Shell and OM Group (operator of the Swedish stock exchange) before coming to New Zealand with his wife Carolyn in 2001. John worked initially for Westpac and Perpetual Trust before joining Financial Strategies in 2004.
Outside of work John is a keen golfer and enjoys running and squash along with spending time with his wife and children. John also volunteers his time for a Christchurch based charitable organisation.
Glenda has spent more than 20 years working in the financial services sector in Wellington and Christchurch. Glenda joined Financial Strategies in 2007 and provides client service and administrative support to the client base. She brings a great deal of experience and knowledge to her position.
Glenda enjoys entertaining friends, walking and spending time with her family.