strategic financial planning

We add value through intelligent, diversified investing with a global reach. Our performance tells its own story.

Light arrow down icon

Who is stealing your money?  It is time to explore investments that can challenge inflation.

Modern abstract illustration
Added Value Investment Strategies

Our research driven portfolio designs are dynamic, adapt to changing conditions, and are not tied to arbitrary calendar reviews or solutions. Significant events and opportunities trigger action. Once “airborne,” with client documentation and compliance obligations met, we are in the blue air with little administration turbulence. Strategic for sustainable wealth growth. We are eclectic: Funds/Direct Investments, Smart Beta, Seeking Alpha, Thematic ETFs, Innovation, Sustainability. Whatever adds value.

Modern abstract illustration
We Know Our Clients Well

Priority One: Understanding your needs! We will share our independent client-first processes and design an investment portfolio aligned with your needs. As financial planners and investment advisers, we can help you find investment solutions that fit your current and future needs. Some are growing their assets, and others are seeking regular income. Sold a business, received an inheritance, saving hard? Time to explore the options.

Modern abstract illustration
Quality Advice for Busy People

As boutique advisors, we journey with clients over many years. Trusted by a diversified client base: Members of the Judiciary, a Judge, 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, etc.

Modern abstract illustration
Dynamic Portfolio Monitoring

As part of our risk management process, we employ both personal oversight and a suite of automated checks to continuously monitor exposure levels to investments and asset categories. Adjustments to asset allocations are made in response to evolving economic conditions. Our firm maintains a diverse range of Investment Research subscriptions, and the invaluable insights contributed by Michael have substantially augmented the performance of our portfolios. It is often judicious to refrain from following the herd and to prudently limit exposure to any investment.

the team behind strategic financial planning

Meet our team of financial and investment advisors.

PLAY

A unique login will track a portfolio’s progress, from headline valuation to the minutiae of every transaction and supporting research. Choose how deep you want to dig.With our messaging service and portfolio monitoring, we provide complete access and ensure compliance, transparency, and global reach.

Comprehensive

"Unlock the power of a dependable relationship enhanced by state-of-the-art digital tools."

Abstract abyss image
We have invested through Strategic Financial Services for over ten years and have found their financial advice balanced and exemplary. We have seen our portfolio grow despite the economic situation. We would not have a strong financial position without their management today.
Cucasian middle-aged businessman
Colonel & Mrs H.
North Island
We have benefitted both financially and with long-term planning goals from Strategic Financial Planning for 13 years, and we have seen our investment portfolio grow well, providing us with a confident future income.
Cucasian middle-aged businessman
Anne & Robert
Canterbury
Michael, Ewen, and their team have managed our investments with considerable professional skill and admirably informed ethical consideration for over 20 years. We greatly appreciate having been able to rely on their integrity, prompt efficiency and advice, all the while with clear and open communication. Strategic has our unhesitating recommendation.
Cucasian middle-aged businessman
Clive & Rachel
Christchurch

Michael Taylor

Principal Advisor
As the founder of Strategic Financial Planning Ltd, Michael has been a financial adviser since 1989 and was among the first in New Zealand to receive an AFA License in 2010.
Plus icon

Simon Walmisley

Advisor
Simon's background is in business management and ownership and has been a long-term investor. He assists clients to manage their money more effectively.
Plus icon

Ewen Cameron

Client Services Manager
For over 20 years, Ewen has assisted the Strategic team in providing investment and financial advice to clients. He is a licensed financial advisor.
Plus icon

Ready to grow your wealth?

Investment wisdom tailored to your life's ambitions.