strategic financial planning

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

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

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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.

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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.

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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.

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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.

The Strategic team meeting around a table at their offices
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."

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We always appreciate your care of our investments and your recommendations to make them work for us in a manner we could not possibly do ourselves.
Cucasian middle-aged businessman
Brian & Jan
North Island
We have appreciated the professional advice and technical help given to us by Michael, Ewen, and the team over the years. We learned that financial investments always have ups and downs, but we have always felt confident that our portfolio was in safe hand s. Strategic has gone from strength to strength, and we benefit.
Cucasian middle-aged businessman
Pauline & Logan
South Island

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.
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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.
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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.
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