About Us.

We only recommend investments and insurances that are in the best interest of clients. We have never directed clients funds towards failed finance or property companies. Most of us spend 40 years working to secure our financial future; the most important investment you can make is to purchase appropriate financial planning advice.

Sheryl Sutherland, Financial Adviser, the firm’s founder and principal has been involved with the financial industry for many years. Since its inception, The Financial Strategies Group (Financial Service Provider 28246) has grown considerably reflecting the ever increasing demand for inspiring, informative and empowering advice for women, couples and SMEs. We follow a process that enables its clients to make confident and informed decisions based on facts presented clearly and concisely. Our aim is to strengthen clients’ knowledge and awareness of the various opportunities available to assist the control of future prospects with greater certainty and security.

Begin to experience the serenity that accompanies financial responsibility and integrity – Mary Hunt

What The Financial Strategies Group Offers

We offer a unique opportunity to participate in a planned and regularly monitored process that will enable your financial goals and objectives to be obtained.Whether you require ongoing income, or capital gain, business succession planning or risk monitoring, we make every effort to ensure your return is measured with the level of risk or security you, as a client, require.

Understandable Information

All information is communicated to clients in jargon free, easy to understand fashion.

Ongoing Service

Our clients receive ongoing reviews, reports and portfolio monitoring. We have a regularly updated website and regular newsletters. Our carefully selected product suppliers provide excellent ongoing service in association with us.

Confidential Communications

We communicate clearly and regularly. All discussions are held in absolute confidence. We consult with other professional advisors such as lawyers and accountants on your behalf if you so request. All recommendations are in writing.

Do it yourself, or a Financial Adviser?

We feel DIY is achievable – planning is not rocket science. It is not so much what you know but what you do with what you know

Consider the following:

  • Time – you need to set apart time to write your plan and implement it. You then need to take time to monitor, reevaluate and make any necessary changes.
  • Quality – will the quality of your plan equal that which has been prepared by an educated and experienced planner.
  • Research – Which investments should you have? Which insurances? How should your asset allocation be structured?
  • Complexity – Do you need a mentor to stop you from doing stupid things like investing or cashing up at the wrong time?

At The Financial Strategies Group we offer the above four characteristics imperative in a financial advisory practice – TIME, QUALITY, RESEARCH AND MENTORING. Take advantage of the FREE first half hour consultation that we offer by calling 0800 64 MONEY or email admin@strategies.co.nz.

In our time and culture, the battlefield of life is money – Jacob Needleman

About Sarah.

Sarah TalbotSarah Talbot’s role is that of Business Development Manager and Administration Support, reporting directly to Sheryl; and is often your first point on contact with us. Sarah is passionate about accessibility to financial advice, empowerment, sustainable investing, and financial education and is a great fit for the team. Sarah has previously worked as a Trainee Financial Adviser prior to starting her current role and holds a Certificate in Financial Services (Level 5) with both the Investment and Life, Disability and Health Insurance strands.

Sarah has previously worked with investors of a different kind, property investors, managing a large portfolio of residential investment property in Christchurch starting her career in property shortly after the earthquakes. With a commitment to understanding and being up to date with all investment asset classes, Sarah maintains and holds a current Real Estate Salesperson Licence as well as a Certificate in Residential Property Management.

Sarah is committed to ongoing education and is currently studying at Massey University towards a Batchelor of Business majoring in Financial Planning and Advice. Sarah is a member of Financial Advice New Zealand (FANZ) and is on the regional advice committee for the FANZ Canterbury/Nelson area.

In her leisure time, Sarah can often be found spending time with her young family, running, skiing, gardening, reading (usually about investing) or tramping including working towards her goal to walk each of the great walks in New Zealand.