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:
For further information please refer to our Public Disclosure Statement which you can find here
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 sportsman, enjoying running, swimming and biking, along with spending time with his wife and three children. John volunteered his time and skills for 10 years to a Christchurch based charitable organisation.
Hayden joined Financial Strategies (ChCh) as a Financial Adviser in June 2017 and has worked in the financial services industry for 8 years.
Hayden advises clients on all aspects of investments and financial planning. He enjoys building long term relationships with clients, helping them to succeed in achieving their long term investment goals.
Hayden holds the following qualifications:
Outside of work Hayden enjoys spending time with family, evangelism, tramping, and travel.
Claudia joined the team having in early 2018 having completed a Bachelor of Commerce at the University of Otago in 2016 and a Master's degree at the University of Canterbury in 2018. Claudia's role is as an assistant to the senior advisers. Her educational background links well into providing quality advice for clients.
In her spare time Claudia enjoys keeping active through walking, the gym and social sport. She also enjoys spending time with friends and family. One of her passions is overseas travel and particularly enjoys traveling throughout Southeast Asia.
Aaron joined the team in 2023 to support FSCL's Operations. Originally from Christchurch and holding a Bachelor of Commerce degree from the University of Canterbury, Aaron has worked in various operational roles with Deutsche Bank in Sydney and London, and JPMorgan Chase in Hong Kong.
Aaron returned to Christchurch in 2022 and had a small career break. Outside of work, Aaron enjoys spending time with his wife and two daughters, watching and playing sport, travelling, reading and is an avid gardener.
Bonnie has been with the company since 2020. Bonnie's role has expanded over the last four years where she is now an integral part of the administration team.
Bonnie used to work as a document specialist for small businesses looking to grow into franchise models before joining Financial Strategies. Bonnie has a certificate in Small Business Management which blends well with her practical administrative experience.
Aside from her work, Bonnie is happily married and a proud mother to their two children. She likes to spend time with them helping with their many activities along with family fishing trips and traveling around NZ. Bonnie is the director of a family owned and operated business that is not affiliated nor creates any conflict with Financial Strategies.
