Strategic Wealth Management Group can help you achieve clarity around:

• Lifestyle goals and financial needs

• Unrecognised problems & risks

• Wealth outcomes for individuals and trusts

through collective skills, experience, and robust processes.

·         We bring clarity and direction to otherwise chaotic world investment markets. Our frame of reference helps you set and maintain your expectations, apply logic and apply rigor to all steps in the process so you can hold to a long term strategy even in the face of tough markets.

·         Our structured investment approach for passsive investors is grounded on 50 years of academic research on the science of investing combined with practical experience. It ignores the "noise" of global investment markets and avoids the downfalls caused by emotion and speculation.

·         Private business owners and farmers need to ensure value is maximised and equity among family members is achieved through an effective succession plan. Risks need to be managed and asset protection planning is essential to all these goals.

·         Trusts have proliferated in New Zealand. Some are well managed and will stand up to scrutiny but the vast majority will not. Trustees do not always understand their obligations and beneficiaries are sometimes disadvantaged by trustee decisions. It is essential to ensure the highest standards of fiduciary conduct and process are maintained in the administration of trusts.

·         Individual investors and trustees need to ensure that their financial service providers are indeed delivering value and are held accountable for the efficient implementation of any strategy. Understanding and ensuring that long term cash flows for retirement are sustainable is equally important and balancing the need of income beneficiares against the needs of other capital beneficiaries is a particular challenge for trustees.

·         We challenge you to think beyond the money and more deeply at what it can achieve for you and your family.

Please click here to download our Advisory Service Guide (PDF, 79 kb).